Before we look at how to create a new Location Review, let’s have a look at the process of filling one in.
Go into Operations → Location Reviews and click on the New Location Review button. From the drop-down list you select which report you need to fill in.
Note: Users will only see reviews that are targeted to them.
New Location Review Page
When beginning a Location Review, the first page you will be presented with is the 'New Location Review' page, where a few pieces of information will need to be provided. Once all the details have been supplied, press Begin to start the survey.
Each review will attached to their location of the user – if the user is an Area Manager or multi-location General Manager, they are able to select the location they are completing the review on from a drop down list. You will also see any instructions such as what the process of this report is or who to contact first.
Specific Details
- Type – Drop down containing the names of the available types of Location Reviews for you to submit.
- Description – A required text input field where you can enter a fitting description. This is the main way that submitted reviews of this type are distinguished by recipients.
- Area – The available areas that you can submit the Location Review for.
- Location – The available locations that you can submit the Location Review for.
- Review Date – The date and time that the review took place.
- Instructions – Any further information that should be taken into consideration when completing the review will be displayed here, below the review date.
Page Buttons
- Back – Returns the user to the main Location Reviews tool page.
- Begin – Use this button to start the Location Review.