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Onboarding Consolidated Report

Modified on: Tue, 06 Dec , 2022 | 04:39 PM

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This report will allow you to view all of your Franchisees and see the status of any or allof your Onboarding Checklists at one time.

1. To access this Report navigate to Reports on the left-hand menu. Then choose Onboarding Consolidated Report.
2. You can choose which Franchisees to display as well as add columns to display the status of each Onboarding Checklist.
   
   
   
   
3. You can also delete a checklist that has been assigned to a Franchisee or Assign a new checklist from this screen.
   
4. To delete a checklist that has been assigned simply click on the trash can icon that appears in the column beside the percentage completed.
   
   
   
   
5. To assign a checklist click on the green check mark beside the text that says Not Assigned in the checklist column.
   
   
   
   
6. A pop-up will appear asking you to confirm that you want to assign the checklist.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.