Improving your task setup by applying additional settings can help increase efficiency, maintain the quality of your tasks, help manage resources effectively and support scalability within your business. Adding additional features can also ensure that teams remain compliant by making sure that everything is completed in full, on time and by the correct person. These factors collectively contribute to the overall success and sustainability of an organisation.
Which settings can help increase efficiency and improve compliance?
Adapt your Template Library to your needs. Content, settings and schedules can be changed so that content is tailored to the specifications of your sites.
Use mandatory fields in Record Logs making sure that no essential information is left out.
Apply forced file/photo setting to a task to ensure your teams consistently add the information needed before closing a task.
Apply Record Log exceptions to flag issues to teams and highlight them in reporting. Customisable exception messaging can be added letting the team know what's gone wrong or what's expected of them next. While in reporting, you can use the exceptions filter to view any instances of exception, such as out-of-range warnings or undesirable answers.
Add Corrective Actions to tasks ensuring that the team follows up on any exceptions flagged when completing a task. Templated Actions can be set up to guarantee which next steps are taken, or ad-hoc actions can be added so that teams can determine their own follow-ups.
Enable Task Completion Notification Emails to make sure relevant stakeholders are looped in once a task is completed or completed with an exception, flagging only essential information via email when required.
Keep on top of your site's Business Hours so that tasks populate at the correct times in your team's day, avoiding busier periods.
How can I increase efficiency and improve compliance?
Access our resources below for guidance on how to increase efficiency and improve compliance:
