Operations

How to Create Visits and Visit Forms in FranConnect

FranConnect makes documenting visits easy. This guide will help you easily record and manage your visit details on the platform. Whether it’s for site checks, compliance, or coaching, you’ll learn how to navigate FranConnect to keep your visit records organized and up-to-date. Let’s get started! ...

Introduction to the Operations Module

The 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 se...

How to Use Playbooks in FranConnect

Need a straightforward way to keep track of unit compliance tasks? FranConnect's Playbooks feature is here to help. In this article, we'll show you how to use Playbooks effectively to manage and complete your compliance-related tasks with ease. Topics How to Access Playbooks Creating a Playbook ...

Mystery Reviews

It’s not always easy to know how your locations are doing when you are not physically there. Letting your franchisees know that you are coming to perform an audit gives them a chance to straighten up and perfect any issues before you come so that they can ensure to receive a good rating. Using th...

Choosing the Type and Layout of your Visit Form

Click Admin from the Admin Panel.  Select Manage Visit Form from the Visits section of the Admin page as shown below: Click Add Visit Form.When you click on the Add Visit Form, the following screen will appear:You can select single page or multi page-tab view from the type drop-down to create a v...

Viewing Operations Reports

Operations Reports can help you evaluate your progress on visits and tasks. The following reports are available for view in the Operations module: Visit Form Details Report: This report displays the Visit information associated to a Visit Form based on one or more Franchise locations and visit St...

How to configure N/A (Not Applicable) responses in Operations

Site visits are important for franchisees to measure the performance of their locations. In some cases, there are actions items that may not be applicable to a particular location so Franchise Business Consultants can configure responses as N/A towards questions. FranConnect’s Operations module p...