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Standardise Record Keeping

Ensure consistency across your sites by standardising your content.

Caroline Joyce avatar
Written by Caroline Joyce
Updated over 6 months ago

Consistency is key to meeting guest expectations—they've chosen your brand because they know and love what you offer. Trail helps ensure consistency across sites when you employ a standardised set of tasks across your business.

Benefits of standardised record-keeping

We've already stressed the importance of consistency in maintaining brand standards across your business. When you standardise record-keeping, you'll also reap rewards in reporting on your sites. Standardised tasks from site to site make it easier for you as an Admin to interpret and compare task data. By establishing guidelines for recording data, you can reduce errors and inconsistencies, leading to more accurate and reliable records which are easier to audit. This increases efficiency, saving your business time and resources. Standardised records also make it easier to track trends and performance over time, helping to inform improvements to existing processes.


What can do to standardise my records in Trail?

Share tasks across sites - Starting with a basic blueprint for compliance and brand standards across all sites means that standards across the board remain the same. As an added bonus, you'll save time both creating and reporting on tasks. Utilise 'Select all' when creating a new task, or use bulk functionality on the Manage Tasks page to assign the same tasks too all sites with just a few clicks.

Apply Mandatory Fields - Adding mandatory fields to tasks ensures that relevant fields are filled out by the team each time a task is completed—they won't be able to mark a task as complete until these fields are filled in! This means you won't be missing important data at the end of the day, and that every site will be reporting the same data.

Apply Tags - The benefits of tags are two-fold; team members with specific roles (like back of house & front of house) will be able to view their tasks more easily, and you'll be able to report on different areas of the business with ease. Make sure to give each task the appropriate tags to reap the benefits!

Apply Exceptions - Applying exceptions to tasks means you'll know when something hasn't gone quite right. Just filter by Exceptions on Task Reports to see where things haven't gone as planned.

Once your tasks have been standardised, the Scores Report will give you the most accurate view of which sites are thriving and which could use a hand!


But what if my sites require different tasks?

Of course, Trail has been designed to accommodate differences between sites! Before you go and make a separate task to allow for these differences, consider:

  • Can these inconsistencies be managed in a Record Log? Consider the task 'Fridge & Freezer Temperature Records.' Sites will inevitably have differing numbers of equipment to check, but these are entered at the site level so that the task can be shared across all sites!

  • Will you be able to account for site differences on checklist-style tasks by utilising flagging or adding extra items to the task at site level?

  • Is a Logic Jump enough to accommodate these differences?

  • Can you schedule this task during a time slot in order to account for differing business hours?

  • Is this task one for a Custom User Role to manage?

And don't worry, if a task is really only applicable to certain sites there's no real harm in assigning accordingly! Just remember to pop on the right tags to make reporting easier.

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