How to configure tasks and record
What does a Template with Draft Status entail?
While working with Andy, at some point you'll need to modify your tasks, records, incidents, and audits templates, be it to add items, delete them, add action plans and or alerts, etc. That's why Andy gives you the option to set the templates you are ...
Setting up alerts on the Andy App
Andy is the ideal kitchen companion to make sure that no processes in your kitchen go off track. However, things can go wrong, and when they do, Andy is there to alert your teams. To set up the appropriate alerts, simply go to Andy's Control Panel > ...
How do I limit an item execution to a specific role
Andy allows you to determine which items can be executed by different user roles. This way, you can ensure that the right person at the right store completes the item you want completed, preventing users with lower-level roles from attempting it. How ...
How to limit a task schedule on the Andy App
Andy allows you to limite the time allocated to complete a task. First, from Andy's Control Panel, go to Settings > Tasks > Click on template or Create template. In Template Properties you will sind the Time Limit function, which allows you to limit ...
How can I customise my time slots?
Andy allows you to customise the start and end times of a time slot for task schedulling. In Andy’s Control Panel go to a Settings > Customise > Time slots. To be able to access and choose visible modules in your store, users must have a level 7 or 8 ...
How to make a task depend on the completion of another task
Andy allows you to prevent a team member from completing a task until another task has been finalised. In other words, you can configure a task so that it can only be completed once you have completed a predetermined task. It sounds a lot more ...
How do you create a Raw Materials Reception Record?
A “Critical Control Point” is the temperature registered during the reception of products and raw materials. It’s extremely important for your team to control and record the following records with Andy: Food temperature: for refrigerated items, it ...
Limiting Access to Records by User Role
To limit access to records by user role, you need to have created user roles first. In Andy’s Control Panel, go to Settings > Users > Roles > Create Role > Assign a name and select the Role. You can learn more about the types of user roles available ...
Assigning a task to multiple stores
This tool prevents you from duplicating tasks and it allows you to assign each item to the corresponding store without having to clone the task. To assign a task to multiple stores, simply access the specific template in the Control Panel. In ...
What is Andy's template gallery for?
Andy helps you create templates with each business store’s specific HACCP record, reducing the time invested by your team in creating these records. The Template Gallery gathers all pre-designed basic templates for HACCP operations in your kitchen. ...
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 ...
Customising Item Properties on Andy's templates
Andy allows you to customise the items of your store's templates in several ways, easily and directly from its Control Panel. Once in the Control Panel, go to Setting > Templates > select the template for Tasks, Records, Incidents, or Audits that you ...