General
How to Add a Master Product
Several areas of the Squizify platform make reference to Master Products. In order to use these functions, including the Planner, you first need to create your Master Product list. Here are the instructions on how to set up your list: Setting up the Master Product list Select your initials in the top right corner of the screen Select 'Settings'. Select 'Master Products' on the left siFew readersHow to Add Master Equipment
Setting up the Master Equipment list Select your initials in the top right corner of the screen Select 'Settings'. Select 'Master Equipment' on the left side menu. Select 'Add' on the top right corner. Fill inFew readers
PIN Access
Activating PIN Access for your Venue or Store
Before we initiate PIN Access and set up staff, we need to activate the PIN Access. To do this you need to be a Manager or Corporate Account holder and have access to Admin Settings within your venue or Store. So how do we activate PIN? Log in to Squizify and go to the top right User Icon. Click that and select Settings. Now in the left hand menu go to the bottFew readersHow do PIN Access Areas work
Once you have activated PIN Access for your venue and your staff, they need to be able to use PIN Access to action and complete relevant areas. So how does it work? Log in as the Store as per normal. When a user now clicks on any of the areas that require PIN Access they will be prompted to enter a PIN. Upon entering their PIN it will as to confirm that it is correFew readers
Task Management
Adding and editing my task list
Throughout our day and every month we have general tasks we need to complete. For instance, opening our Store. It's a duty we perform daily without thinking, and sometimes we miss things. By adding these checks to your Tasks Section you can take the guess work out of these routines. The Checklist Section is located on the left main menu once you have logged into the Squizify application. But what if I need to edit a checklists, or add a check to my Tasks list? In our example we will tSome readersHow do I add Compliance Weighting to Tasks
On your Squizify dashboard you can see at a glance which stores have completed their essential tasks for the day. But first, you need to identify which tasks are to be counted and give them a weighting. Adding Compliance Weighting From your User icon, click on Settings, Master Tasks and then click on the blue Settings button. This will popout the Compliance WeightinFew readersWhat Fields can I Add to a Checklist?
When converting your paper forms to the Squizify digital format you will need to tell the platform what type of data you want in each column. Selecting the right Column Type helps to improve the quality of data that is recorded by your Users. Here is an explanation of the various options: Action: Creates No Action / Action Required boxes (needs linking to compliance) Check: Creates Yes / No boxFew readersWhat do all the options mean when creating a new task?
When setting up a new task, or editing an existing one, there are a number of check boxes that you can select to improve the functionality of the list. Here are what each of those features can do: 📝 Notes Allowance This setting controls how users can add notes to a task list. Available options: Item – Allows users to add notes, actions, or photos to each individual task row ✅ (Recommended) None – Disables notes completely 👉 We recommend selecting “Item” so users canFew readersWhat do the Section Settings mean when adding or editing a task?
If you have "Period Check Enabled" on your Task List, you will be able to set specific tasks to be done "Everyday" as well as allocating certain tasks to specific days of the week. Your Section Headings will look like this: This will mean when your staff go to complete the Task List, they will see jobs that are specific to the one day each week, as well as the regular daily jobs, lFew readers