Home Introduction to the New Operations Module

Introduction to the New Operations Module

1 min read

A tour of the Operations module: where visits, self-assessments, incidents, tasks, playbooks, forms and reports live, and what each page is for.

Before you begin

What you can see depends on your role and what your brand has configured. For deeper detail on any page, see the Operations section.

Overview

A snapshot of visit data — visits grouped by progress status, a monthly visit count, and a Quick Start for creating visits, playbooks and forms.

Operations module Overview page with visit summary and Quick Start

Fig 1 — Overview page.

Visits

Every visit, completed or scheduled, with filters, creation and export.

Visits page listing completed and scheduled visits

Fig 2 — Visits page.
  • Use the large boxes at the top to switch between your visits and all visits in the system
  • Use FILTER to narrow further by the available criteria
  • Click CREATE (top right) to add a new visit
  • Click the download icon and choose Export as Excel to export the current view
  • Click a visit number to open its drawer, where you can see the score and edit it

Filter panel on the Visits page

Fig 3 — Filter options on the Visits page.

Visit detail drawer showing details and score

Fig 4 — Visit detail drawer.

Self-Assessments

Create, manage and complete self-assessments to track progress, prove compliance and spot areas to improve.

Self-Assessments page in the Operations module

Fig 5 — Self-Assessments page.
Note

This page filters, creates and exports the same way as Visits.

Incidents

Log and track incidents, monitor how they're resolved, and analyse trends for safety and compliance.

Incidents page in the Operations module

Fig 6 — Incidents page.

Tasks

Create, assign and track operational tasks — including corrective actions, infractions and breaches — with deadlines and accountability.

Tasks page in the Operations module

Fig 7 — Tasks page.
  • Switch between Table View and Timeline View using the button at the top right — Timeline sorts tasks by completion status
  • Sort by task type using the header above the table

Table and Timeline view switch on the Tasks page

Fig 8 — Switch between Table and Timeline view.

Playbooks

Step-by-step guides for standardised processes, so teams get clear, consistent instructions.

Playbooks page in the Operations module

Fig 9 — Playbooks page.

An individual playbook instance opened

Fig 10 — Click a Playbook Instance to open it.

Forms

Build and complete customisable forms to collect operational data or share process information.

Forms page in the Operations module

Fig 11 — Forms page. Filtering works as it does for Playbooks.

Reports

One place for every operational report in the system, for reviewing key metrics and trends.

Reports page in the Operations module

Fig 12 — Reports page.
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