February 2025 Release Updates[Upcoming Release]

Entity Name on FDD Item 23 Receipts

For Franchise Sales Teams

Franchise sales teams can now include a business entity name when sending an FDD for signing, ensuring accurate legal documentation for franchise transactions.

Key Benefits:

  • Ensure compliance and record-keeping for FDD disclosures.
  • Allow franchisees to sign using their business entity name instead of personal names.
  • Improve legal documentation for all franchise agreements.

To Get Started:

  1. Navigate to Sales > Leads and send an FDD for signing.
  2. The recipient will see an optional Entity Name field beneath the signature section.
  3. If provided, the Entity Name will appear on the FDD receipt for records.

Documents Transfer When Moving a Lead to Opener

For Legal and Franchise Administration Teams

Legal and franchise administration teams can now ensure automatic document transfer when moving a lead from Sales to Opener/Info Manager, preventing missing files and manual errors.

Key Benefits:

  • Maintain complete documentation during lead transfers.
  • Eliminate manual errors by automating file transfers.
  • Ensure compliance by keeping all legal records intact.

To Get Started:

  1. Navigate to Sales > Leads and select a lead to transfer to Opener/Info Manager.
  2. The Move Documents checkbox is now enabled by default, ensuring automatic document transfer.
  3. Documents will be available in the location’s document tab in Info Manager after the transfer.

Multi-Brand Location Management

For Franchise Operations and Real Estate Teams

Operations and real estate teams can now associate a single location with multiple brands, improving tracking, reporting, and data accuracy.

Key Benefits:

  • Avoid duplicate location records for multi-brand franchisees.
  • Improve data consistency and reporting accuracy.
  • Easily track operations for co-branded locations.

To Get Started:

  1. Contact your Customer Success Manager to enable multi-brand support.
  2. Once enabled, associate a single location with multiple brands in Information Manager.

Print Option for Ownership Hierarchy

For Franchise Administration and Compliance Teams

Administrators and compliance teams can now print ownership hierarchy records, making it easier to track and share structured ownership details.

Key Benefits:

  • Generate structured ownership records for compliance tracking.
  • Simplify documentation and reporting for franchise ownership.
  • Ensure clear visibility into franchise relationships.

To Get Started:

  1. Navigate to Store Summary > Ownership Hierarchy or Entity Ownership.
  2. Click the Print button to generate a structured ownership view.
  3. Save or share the printed record as needed.

API Rate Limiting

For Developers and IT Administrators

FranConnect now regulates API usage by setting rate limits, ensuring system stability and optimized performance.

Key Benefits:

  • Prevent excessive API requests from slowing down the system.
  • Ensure stable API performance for all users.
  • Provide users with clear limits and reset times for API calls.

To Get Started:

  • API calls will now be monitored and restricted based on rate limits.
  • The default API limit is 73,000 hits per hour.
  • If the limit is exceeded, users will receive an error:
    “API limit reached. Please wait xxx seconds for the limit to reset.”

Transition to New Store Summary for Simplified Location Management

For Franchise Administration Teams

You can now access a centralized Store Summary that consolidates In Development, Terminated, Franchisees, and Corporate Locations into a single view, improving navigation and efficiency.

Key Benefits:

  • Gain a simplified and structured view of franchise locations.
  • Track lifecycle stages easily from a single interface.
  • Improve operational efficiency and reporting.

To Get Started:

  1. Navigate to Information Manager > Store Summary to view franchise locations by lifecycle stage.
  2. Go to the Command Center to access location data and performance insights.

Important Update: Transition to the new Store Summary by October 2025 to ensure uninterrupted service.

Enhanced Spaces Templates and Pre-Configured Spaces

For Franchise Operations, Marketing, and Training Teams

You can now create and manage structured content spaces more efficiently using updated space templates and pre-configured default spaces in The Hub.

Key Benefits:

  • Organize and share resources efficiently.
  • Reduce manual setup with pre-configured default spaces.
  • Ensure content consistency across teams.

To Get Started:

  1. Navigate to The Hub > Spaces to create a new space.
  2. Select from the updated templates, with the blank template still available.
  3. New customers will have default spaces set up automatically.
  4. Existing customers can request pre-configured spaces by contacting their Customer Success Manager.

Add Attachments for Corrective Action Tasks

For Field Operations and Compliance Teams

Field operations teams can now attach files directly to corrective action tasks, ensuring all supporting documents are accessible across audits, self-assessments, and site visits.

Key Benefits:

  • Reduce manual work by attaching files at the time of task creation.
  • Ensure all required documents are available for audits and compliance reviews.
  • Improve task tracking with supporting files accessible in Forms, Visits, Self-Assessments, Incidents, and Tasks.

To Get Started:

  1. Navigate to Admin > Visits > Action Items > Add Action Item and attach files.
  2. Attachments can also be added when:
    • Creating tasks from the Task page.
    • Defining action items in the Create Form interface.
    • Adding action items during visit execution.
    • Adding action items from the Generate Action Plan page.
    • Creating or modifying tasks in the Task Library.

New Data Download Experience for RizePoint Mobile Auditor

For Field Operations and Auditors

Field operations teams and auditors now have a more efficient offline experience in RizePoint Mobile Auditor, with the ability to select specific locations to audit, reducing download times and optimizing storage.

Key Benefits:

  • Faster, more efficient offline audits.
  • Reduce storage use by selecting only required locations.
  • Improve usability with automatic downloads based on dataset size.

To Get Started:

  1. Download RizePoint Mobile Auditor from your app store.
  2. Log in using your RizePoint credentials.
  3. Mobile Auditor will assess data access and prompt users to select locations if necessary.

Key Updates Include:

  • Location Management – Add and manage stored locations via the Locations menu.
  • Form Management – View and manage downloaded forms through the Forms menu.
  • Automatic Downloads – Small datasets are downloaded automatically.
  • Download All Data Option – Moderate datasets allow selection or full download.
  • Selective Downloads – Large datasets require specific location selection, minimizing storage use.

Limited Access Release available to customer's currently on RizePoint: Contact betatesting@franconnect.com for early access.

Late Fee Management for Royalty Fees

For Franchise Finance Teams

Franchise finance teams can now configure cumulative late fee calculations, ensuring franchisees are charged based on days past the grace period, promoting fair and consistent penalty enforcement.

Key Benefits:

  • Automate cumulative late fee calculations.
  • Apply late fees daily after the grace period ends.
  • Ensure timely reporting and compliance.

To Get Started:

  1. Navigate to Admin > Royalty Manager > Agreement Version.
  2. Select Add Agreement Version and choose Late Fee as a component.
  3. Define the grace period and enable Cumulative Late Fee Calculation.

Example Calculation:

  • Grace Period: 5 days
  • Flat Late Fee: $100/day
  • Sales submitted on Day 10Total Late Fee: 5 × $100 = $500

Subscription Management for Analytics Dashboards

For Data Analysts and Decision-Makers

You can now automate dashboard deliveries in PDF and Excel formats, ensuring timely insights without manual effort.

Key Benefits:

  • Schedule automated deliveries for key reports.
  • Ensure timely access to analytics insights.
  • Improve visibility across teams with scheduled report distribution.

To Get Started:

  1. Navigate to Analytics and open the desired dashboard.
  2. Click Subscribe to Dashboard from the Share icon in the top right.
  3. Select the file format (PDF or Excel) and define the delivery schedule.
  4. Save the subscription to receive automated reports.

This update simplifies scheduled reporting, ensuring teams receive the right insights at the right time.

Temporary Closure Location Dashboard

For Franchise Operations Teams

You can now monitor, analyze, and manage temporary closures effectively with a structured view of affected locations.

Key Benefits:

  • Track temporary closures and reopening timelines.
  • Analyze closure reasons and trends for better decision-making.
  • Monitor expected vs. actual reopening dates for operational continuity.

To Get Started:

  1. A new lifecycle stage for Temporary Closures will be created.
  2. A new dedicated Temporary Closure tab will be enabled, containing the following fields:
    • Temporary Closure Reason
    • Expected Reopening Date
    • Reopening Status
    • Temporary Close Date
    • Actual Reopening Date
  3. Navigate to Analytics > Temporary Closure Location Dashboard to view closure data.
  4. Use filters to analyze closures by reason, month, and state.

Lease Management Dashboard

For Franchise Operations, Real Estate, and Finance Teams

You can now track lease expirations, renewals, terminations, and liabilities in a centralized dashboard, improving compliance and decision-making.

Key Benefits:

  • Monitor units by lease status and term progress.
  • Identify upcoming lease expirations for better planning.
  • View lease unit details, including brand, lease ID, term status, and landlord information.

To Get Started:

  1. Navigate to Analytics > Lease Management Dashboard to view all lease-related data.
  2. Use filters to refine data by brand, location, organization, or lease term status.
  3. Track expiring leases, terminated leases, and lease liability data for strategic planning.
  4. Manage the lease data from Information Manager>Store Summary>Store Details>Real Estate, using the following new fields 
    1. Lease ID
    2. Term Status
    3. Lease status
    4. Landlord Collecting vet
    5. Landlord to Provide notice
    6. Notice send
    7. Liability effective date
    8. Current termination date

Lead Activity Dashboard

For Franchise Sales and Development Teams

Sales teams can now track lead progression, ownership, and trends to optimize conversion strategies and improve accountability.

Key Benefits:

  • Track lead activity across different sales stages.
  • Monitor lead distribution and ownership for improved accountability.
  • Analyze trends to identify performance patterns and refine strategies.

To Get Started:

  1. Navigate to Analytics > Lead Activity Dashboard.
  2. Use Timeline Overview to track historical lead interactions.
  3. Analyze Funnel Trends to understand movement through sales stages.
  4. Use Master Tracking for a consolidated view of lead ownership and activity.

Compliance Scorecard Dashboard

For Field Operations and Compliance Teams

You can now monitor compliance scores, track risk levels, and identify common issues across locations, ensuring proactive management of non-compliance risks and policy adherence.

Key Benefits:

  • Track latest compliance scores for each franchise location.
  • Identify at-risk locations based on expiration dates, background screening policies, and complaints.
  • Analyze compliance trends by region, FBC, or time period.
  • Monitor most common compliance issues to drive corrective actions.

To Get Started:

  1. Navigate to Analytics > Compliance Scorecard Dashboard.
  2. Filter by Month, Year, Region, or Location to refine compliance data.
  3. View compliance scores, expiration dates, and risk levels for each location.
  4. Identify most common compliance issues and take necessary corrective actions.
  5. Use the Unit Snapshot feature for a detailed compliance view of individual locations.

Site Visits Dashboard Enhancement

For Field Operations and Compliance Teams

A new dedicated task details page has been added to the Site Visits Dashboard, allowing users to view location-specific tasks and visit details more effectively.

Key Benefits:

  • Provides a centralized view of all tasks linked to site visits.
  • Enables users to track task progress and visit status.
  • Allows direct contact with the task assignee for follow-ups.

To Get Started:

  1. Navigate to Analytics > Site Visits Dashboard to access visit details.
  2. Use filters to sort tasks by type, assignee, or status.
  3. Click on a task to view details and contact the responsible assignee.

Unit Openings Dashboard Enhancement

For Franchise Development and Real Estate Teams

Franchise development teams can now access enhanced insights into unit openings with a quarterly tracking view and a detailed grid displaying project statuses and custom profiles.

Key Benefits:

  • View unit openings by quarter to track projected openings.
  • Monitor units by project status, including At Risk, Underway, Pending, and Initial Training Completed.
  • Analyze custom profiles for department data.
  • Improve decision-making with real-time unit progress tracking.

To Get Started:

  1. Navigate to Analytics > Unit Openings Dashboard.
  2. Use quarterly tracking widgets to view projected openings.
  3. Filter data by project status, custom profiles, and lifecycle stage.
  4. Access the grid view to analyze custom profiles and project statuses across different locations.

Platform Security, Accessibility, and Performance Enhancements

For All Users

This release includes security updates, accessibility enhancements, and UI improvements to make FranConnect more secure, user-friendly, and efficient. Key updates include improved screen reader support, critical security patches, and enhanced UI consistency and performance, ensuring a smoother user experience. These enhancements ensure better security, accessibility, and usability, making FranConnect a more reliable and efficient platform for all users.

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