This article provides step-by-step instructions on how to link World Manager training modules with various task types in FranConnect, including Opener tasks, Visit tasks, and Playbooks. Whether setting up for daily operations or specific site visits, this guide will help streamline your training processes and ensure your team is well-prepared for any scenario. Follow along to enhance your operational efficiency and training effectiveness.
Topics
Linking Training to Opener Tasks
To link World Manager training to an Opener task, first log into your FranConnect environment. Click Opener on the left-hand sidebar, and then select Unit Summary from the drop-down menu.
Click the Franchise ID of the location you wish to edit on the Unit Summary page.
At the top of the next page, click the Opener Checklists drop-down and select the checklist from the menu.
On the following page, click the ... adjacent to the task to which you wish to add training links. Select Modify from the drop-down menu.
On the ensuing pop-up drawer, scroll to the bottom of the Details tab. Under 'Add Resources', select the type of resource you wish to add to this task.
Click Save once you have confirmed that you have added the correct resources to the task. Next, let's take a look at how to add trainings to visit tasks.
Linking Training to Visit Tasks
To link World Manager training to a Visit task, first log into your FranConnect environment. Click Operations on the left-hand sidebar, and then select Visit Tasks from the drop-down menu.
On the following page, click the Add Task button.
Fill out the ensuing form and then click the 'Add Resources' drop-down menu. Select the type of resource you wish to add to the Visit Task. Then select the specific resource from the and click Add once you have confirmed that your selections are correct.
The task will be created with the training resources linked. Finally, let's take a look at how to link training to a Playbook.
Linking Training to Playbook Tasks
To link World Manager training to a Playbook task, first log into your FranConnect environment. Click Operations on the left-hand sidebar, and then select Playbook Tasks from the drop-down menu.
Click the ... adjacent to the Playbook task to which you wish to link a training. Select Edit from the drop-down menu.
Click the Resources tab on the ensuing pop-up drawer. Click the "Choose Resource Type" drop-down and then select the type of Library or Training document you wish to add to this task.
Click Save once you have confirmed that all of the resources you have added to this task are correct.
Conclusion
Linking World Manager training modules to various task types in FranConnect—such as Opener tasks, Visit tasks, and Playbook tasks—can greatly enhance your team's training efficiency and operational preparedness. By following these step-by-step instructions, you can seamlessly integrate training materials into daily operations or site-specific tasks, ensuring that your team has the resources they need to succeed. Streamlining these processes will not only improve compliance but also optimize your business's overall performance.