Trail Help Centre

PLAN - tasks are managed & assigned to sites by Admins

Admin tools to build tasks, schedule around the working day and assign to sites

Overview of the Task Manager

Overview of the Task Editor

Copying tasks from a library

Formatting text in the task description

Introduce forced photo/file comments

Allowing staff to flag tasks

Require users to sign off on a task

Reevaluate current processes to remove any paper

Keep engagement with task updates

Standardise Record Keeping

Assigning tasks to sites

Checklist Items

Creating checklists

Customise bespoke checklists

Best practices for making Record Logs

Adapt Record Logs and Task Templates

How do I update lists in a record log?

Using mandatory fields in Record Logs

Apply Record Log exceptions

Apply Corrective Actions

Raise Corrective Actions on tasks that require additional attention

Streamline Record Logs with Logic Jumps

Using conditional logic jumps in tasks

Restrict to Camera only on mobile devices

Scheduling Tasks

Scheduling tasks

Introduce annual tasks

Assigning Tasks

Assigning tasks to Users or Roles

Using tags to group similar tasks

Ensure the right tasks are handled by the right team members

Custom Roles - Create, edit and assign tasks to your sites

How to restrict access to a task

Assigning priority to tasks

Mitigate early task completion

Building and completing Audits