Checklist Introduction

View the Checklists assigned to your outlet, their frequencies, and start dates.

Typical Users of a Checklist

In a Franchise, you could be the Outlet Manager or the Franchisee who will be conducting this checklist. It depends on which user has been assigned this checklist.

Checklist Progress

Typically, the checklist will be assigned to your outlet on a frequency basis, which can be Daily, Weekly or Monthly, and it is assigned for a period of time.

Navigation: Log in to TreeAMS -> Audit

In this Audit page, you will be able to view the various checklists assigned to your outlet and the checklists' frequencies.

Checklist Assigned

Notification

You will be notified via email at 00:00 AM on the day of your checklist.

Head over to your company's site to conduct the Checklist from the My Tasks table on your Dashboard page.

My-Tasks-Assigned

Now that you know how to view the Checklists assigned to your outlet and their frequencies, head on over to the next article to learn how to conduct a checklist.