Types of Task in TreeAMS
In TreeAMS, there are six types of tasks:
✅ Audit
An audit is a structured process used to assess and ensure compliance with set standards, policies, and operational guidelines. It involves detailed inspections or reviews conducted by authorized personnel to evaluate business performance, quality, and adherence to franchise requirements.
Purpose:- Ensure quality control across multiple locations.
- Identify gaps or areas for improvement.
- Verify alignment with company standards and regulatory requirements.
📃 Checklist
A checklist is a predefined list of tasks or items designed to guide employees or managers in completing specific operations or processes. Each item in the checklist can be marked as completed to track progress.
Purpose:- Streamline routine tasks and operations.
- Maintain consistency across different branches or teams.
- Serve as a reference for step-by-step procedures.
💡Tips: find out the difference between Checklist and Audit here
📝 Evaluation
An evaluation is the systematic assessment of employee performance, task completion, or business outcomes against predetermined benchmarks or key performance indicators (KPIs). Evaluations can be linked to training outcomes.
Purpose:- Measure effectiveness and efficiency.
- Provide constructive feedback.
- Identify areas needing further development or training.
📚 Manual
A manual refers to a compilation of operational guides, policies, and procedures. It serves as a reference for employees to understand workflows, company policies, or specific operational steps.
Purpose:- Ensure uniformity and clarity in operations.
- Serve as a training tool for new employees.
- Provide quick access to critical operational information.
💡 Quiz
A quiz is an interactive feature that allows employees to test their knowledge or understanding of specific topics, processes, or training materials. Quizzes can include multiple-choice, yes/no, or other question formats.
Purpose:- Reinforce learning and assess knowledge retention.
- Ensure employees understand operational standards and policies.
- Facilitate continuous learning and improvement.
🦉 Training
Training tasks are activities or modules designed to educate and upskill employees on specific topics, such as operations, customer service, compliance, or using the TreeAMS platform.
Purpose:- Equip employees with the skills and knowledge needed for their roles.
- Standardize training across all franchise locations.
- Enhance overall workforce competency.