The new Operations module in FranConnect is a powerful tool that helps franchise businesses run smoothly. It lets franchise owners and staff easily keep an eye on everything from daily tasks to how well each location is doing. With it, you can check if standards are being met, manage training, and see important business numbers all in one place. This module is all about making things easier and helping your franchise grow by making better decisions and improving how things are done. In this article, we will provide you an overview of all of the different sections in the Operations module.
Topics
Overview | Visits | Self-Assessments | Incidents | Tasks
Playbooks | Forms | Reports | Resources
Overview
The Overview section provides a snapshot of operations visit data, including lists of visits categorized by progress status and a monthly visit count. It also features a Quick Start option for creating visits, playbooks, forms, and more, streamlining the user experience and facilitating efficient operations management.
Visits
The Visits page documents all of your visits, whether they have been completed or scheduled for the future. There are several ways you can filter the data presented on this page. First, you can use the big box filters at the top of the page.
You can filter between visits you own or all visits in the system. Additionally, you can also use the FILTER button to narrow down your visits further by the criteria seen below:
If you want to create a new visit, you can do so by clicking the CREATE button at the top-right hand side of the page.
You can also export all of your visits from filtered or unfiltered views into an Excel spreadsheet by clicking the download icon and selecting Export as Excel from the drop-down menu.
To view an individual visit, click the visit number of the visit you wish to view. The following drawer will pop up:
From here, you can view the details of the visit as well as the score it received if it was completed. You can edit the visit from this screen as well.
Self-Assessments
The Self-Assessments page in the Operations module of FranConnect allows users to create, manage, and complete self-assessments for their organization. It helps track progress, ensure compliance, and identify areas for improvement through structured evaluations tailored to specific operational needs.
You can navigate this section the same way you would navigate the Visits section above.
Incidents
The Incidents page in the Operations module of FranConnect enables users to log, manage, and track incidents within their organization. It provides tools for documenting incident details, monitoring resolution progress, and analyzing trends to improve operational safety and compliance.
You can navigate this section the same way you would navigate the Visits section above.
Tasks
The Tasks page helps users create, assign, and track tasks related to operational activities. It streamlines task management by enabling users to monitor progress, set deadlines, and ensure accountability across teams, supporting efficient completion of key objectives. It is also useful for the tracking of corrective actions, infractions, and breaches.
You can navigate this section the same way you would navigate the Visits section above. In addition to this, the Tasks page has other features to note. First, if you wish to switch between Table View and Timeline View, click the button on the top-right and choose the view you want. Table View will show a standard table while the Timeline View will sort tasks by their current completion status.
Additionally, you can sort by task type on the header above the table.
Next, let's take a look at Playbooks.
Playbooks
The Playbooks page in the Operations module of FranConnect allows users to create and manage step-by-step guides for standardized processes and best practices. It helps ensure consistency and efficiency by providing teams with clear, actionable instructions for completing operational tasks and achieving organizational goals.
There are several filtering options for these tables highlighted in the below screenshot.
You can also click on an individual Playbook Instance if you wish to view it. You will be taken to the following page:
To learn more about using Playbooks in FranConnect, please check out the following article.
Forms
The Forms page allows users to create, manage, and complete customizable forms for collecting and analyzing operational data or sharing informational content about operational processes. It supports efficient data gathering, compliance, and communication to enhance organizational effectiveness. The filtering is identical to that which you will see in the Playbooks section of this article.
Reports
The Reports page serves as a centralized location for accessing all operational reports available in the system. It allows users to view and analyze existing reports, providing valuable insights into key metrics and trends to support informed decision-making.
Resources
The Resources page provides quick access to a collection of helpful documents sourced from The Hub. This centralized location ensures users can easily find and reference important materials, such as guidelines, templates, and best practices, to support their operational needs.
Conclusion
Having read this article, you should now have a general understanding of the Operations module and the types of actions that can be performed within it. To learn more about the Operations module, please check out our Operations articles.