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How to set up a monitoring task with custom frequency?

In FoodDocs, you can set up a monitoring task with custom frequencies to automate app notifications exactly according to your company's standards.

Please note!

  • This feature is available only on a desktop. It means you cannot set up your monitoring tasks or frequencies in our app solution.
  • App is the best solution for your team to monitor daily tasks. Download it for your Apple iOS or Android devices and on your tablet.

When setting up your form-type monitoring task, you need to specify the frequency:

    • Not scheduled > for irregular tasks that you register once in a while, e.g., receiving goods. 

    • Scheduled > specific day and time, when to fill the task, e.g., opening/closing checklists, clock-in/clock-out, cleaning tasks, etc.

KB_Monitoring_frequency_selection

Follow these steps to set up custom frequencies.

KB_Monitoring_Task_list_view

  • Select the Scheduled frequency from the drop-down list
  • Set the First date (starting date) for the task/checklist
  • Input the number into Repeat every field
  • Select the frequency from the drop-down list

Below you can see the exact timings and messages for each custom frequency:

Frequencies Reminders Notification message
Custom: Times a day When it's due You have a "task name" to complete in FoodDocs (one notification for each task)
Custom: Days At 2 pm on the day

1. If open >3 tasks:

You have "task names" to complete in FoodDocs

2. If open <3 tasks:

You have a "number of tasks" to complete in FoodDocs
Custom: Weeks At 2 pm, one day before the due date

1. If open >3 tasks:

You have "task names" to complete tomorrow

2. If open <3 tasks:

You have a "number of tasks" to complete tomorrow
Custom: Months At 9 am, one week before the due date You have a "task name" to complete next week
Custom: Years At 9 am, one month before the due date You have a "task name" to complete next month

    Please note! If you select a frequency of times a day, it gives you the option to set a specific day and time for the task to be repeated.

     

    KB_Monitoring_Frequency_TimesADay

    • Choose Set completion time limit checkbox if you want to set time limits for scheduled tasks 
    • Choose Time limit and On > the starting time of the task
    • Click SAVE

    Something we haven't covered?

    Feel free to reach out via the Live chat button or email support@fooddocs.com