General
Add and Edit Products, Equipment & Temperature Ranges to Temperature Checklists
How to add Products and Equipment to a Temperature Task List Add the Master Product or Master Equipment to the list Add the Master Product or Master Equipment to the task Add compliance Add any pictures, videos or instructions Save How to Add a Product or Equipment to a Temperature Task List Select your initials in the top right hand corner of the screen SeleFew readersHow 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
Venue Management
Temporarily closing a venue
If you have closed your store temporarily you can pause Squizify by closing the Store in our App. Log in to the Squizify application, and go to Settings located in a dropdown menu when you click your icon in the top right. Go to Venue Closure in the left hand side menu and select the Venue you need to close. Once you selected the venue, click on the blueFew readersAdding a new venue
Log into your Squizify platform, and go to Settings by selecting your initials or profile picture on the top right corner. Go to Venues in the left side menu and click the ADD Button. A pop-up box will open where you can fill in the store detailFew readers
User Management
Creating a new user
A new member has joined your team and you need to add them to your Venue. So how is this done? Log in to the Squizify application, and go to Settings located in a dropdown menu when you click your icon in the top right. Go to Users in the left side menu and click the blue Add User Button. (https://storage.crisp.chat/users/helpdesk/website/c96b60dd8aaFew readersSet up certificates for staff and email notifications for their expiry
Setting up the list of Certificates Select your initials in the top left hand corner of the screen Select Settings Select Pin Access in the left hand menu The system has 4 default certificates. (if you wish to remove these please reach out to support)Few readers
PIN Access
Creating Staff Accounts to use PIN Access
Once you activated PIN Access for your Venue, the next step is setting up staff members so they can use their PIN to access the areas selected. Log in and go to General in the left hand menu. Next go to Staff in the left hand menu. And click + add Staff. Complete all Staff Details. The starred Titles are mandatory and need to be completed before SavinFew readersActivating 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 WeightinSome 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 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 readersHow do I Ensure Staff Take a Photo when Completing a Checklist?
It's important to make sure your standards in all areas of your business are being maintained. Squizify makes it easy to do this by enabling Users to upload photos in their regular checklists. For specific tasks, you can ensure a photo is taken every time before the checklist can be marked as completed. Here is our quick guide on how to add this feature to your checklist: Click on your User Icon, then select Settings. This will open up the side menu where you can select Master Tasks. (htFew 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 Options include - Item / List / None. Please use only "List" option here. Must be Completed Before/After Allows you to set fixed times or deadlines for the list to be completed. Completion warnings (see below) will be based on the times entered here. Completion warningsFew readers