Customising Template Properties on the Andy App
Andy offers multiple features that allow you to customise your templates according to your business’ needs. These configurations can easily be done in Andy’s user-friendly
Control Panel.
Once in the Control Panel, go to Settings > Templates > select the Tasks, Records, Incidents or Audits Template you want to create or edit.
The Template Properties section appears on the right hand side of your screen, as seen here:
TEMPLATE STATUS
- Published status: The template is visible to all stores
- Draft status: The template is not visible but it has not been deleted.
TIME FRAMES
This tool is only available for Tasks and it allows you to set the time frame this task should be visible for. You can easily customise your timeframes in Settings.
TIME LIMITATION
STORES
Andy allows you to select the stores that have access to a particular template, helping you customise your information and processes according to the needs of each store.
NOTIFYING BY EMAIL WHEN AN INCIDENT IS CREATED
Andy allows you to notify via email when creating or closing an incident. This option is only available for the
Incidents Tool.
COVER IMAGE
This tool is only available in the Audits section. You can select a cover image for better identification.
WHEN TO DISPLAY THE SCORE?
There you have it!
You are now familiar with all of Andy’s Template properties.
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