Search Help Articles
Found 19 results for "groups"
Articles
Groups, channels and direct messages
Make a group for a project or a team, mute what you do not need, and understand why some channels cannot be left.
Team ChatTeam Chat: the basics
Where chat lives on the phone and in the admin panel, which channels you get, and what happens to a conversation when somebody leaves.
Team ChatBroadcasts and acknowledgements
Send one message to everyone, a site, a group, a role or an employment type, and get a report of who read it and who acknowledged it.
Team ChatShared tablets: tapping in with a PIN
A tablet behind the bar can be used by the whole team without everybody sharing one login, so check-ins and messages are attributed to the right person.
TroubleshootingA maintenance job is not showing, or nobody was told
A job that will not appear on somebody phone, an assignment that told nobody, or a request that never became a job.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
OperationsAssigning Maintenance Work
Give a job to a person, a team or a contractor, and make sure the person it lands on is told.
TroubleshootingA document is not showing for staff to sign
When a policy or document does not reach the people who need to sign it, check whether it is archived, who it is assigned to, and where they are.
Compliance & Food SafetyReporting Incidents, Accidents & Near-Misses
File incidents, accidents and near-misses on the Health & safety page, review them, and keep the evidence insurers and inspectors expect.
Compliance & Food SafetyPreparing for an EHO / Inspection Visit
Readiness in the weeks before, the EHO visit page on the day, and the Audit Pack when they want a file.
TroubleshootingA routine is not showing up in the app
Work through the most likely reasons a routine is missing from a staff member's app, starting with the one that catches people out most.
Account & BillingSwitching Between Businesses & Adding a New One
Use the business switcher to move between businesses you belong to, and add a new business with its own billing.
TroubleshootingStaff did not get the task or notification
Why a rule fired but the person did not see the task or alert.
TroubleshootingA routine is showing up twice
A duplicated routine almost always means it has been assigned in two overlapping ways to the same person.
Compliance & Food SafetyGenerating & Signing Off Your SFBB Pack
Generate a Safer Food Better Business pack, assign it, sign off, and stay current with regulatory updates.
OperationsRoutines and Checklists
See today's tasks across your sites, build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.