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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!

  • The feature is available only for form-type tasks (e.g., Delivery Log, Temperature Log, Cooking Log, etc.). 
  • This feature is available only on a desktop. It means you cannot set up your monitoring tasks or frequencies in our app solution.
  • App 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 of whether:

    • Default selections from the dropdown (annually, twice a year, once a day, etc). 

    • 'Not specified' for unregular tasks that you register once in a while.

    • 'Custom frequency' If you don't find a suitable frequency from the previous

Follow these steps to set up custom frequencies.

  • Select the Custom 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 >3 tasks:

You have "task names" to complete in FoodDocs

2. If <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 >3 tasks:

You have "task names" to complete tomorrow

2. If <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.

     

    • Click SAVE

    Follow these steps to set up the default frequency for your monitoring task

    • Log into your FoodDocs account
    • Go to the Setup
    • Click on Monitoring tasks
    • Select a Monitoring task (Checklist) from the list

      Screenshot 2022-03-24 at 11.37.24
    • Select the frequency from the drop-down list
    • Click SAVE

     

    Something we haven't covered?

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