FAQ

Can I look at location-specific data?

Yes, Simply click on the “Locations” button at the top of your home screen. That contains all of your archived data. You can click and drag column headings in the designated space and sort your data however you like..

How do I access reports from the information gathered on these reviews?

Click the “Reports” button and select the report you’re interested in creating. You can specify dates, create electronic reports and compare company and regional data as well as how you’re locations score on checklist items and questions as a percent..

How do I make sure my users are assigned the correct location?

After you’ve added users and defined what permissions they should have, you can match them with the locations to which they are responsible. Make sure your locations are already established. Click “Preferences,” “Company” and then “Region” or “District” on the left-hand side of the screen. Click the blue pencil icon next to the region, district or location. In the Team field, select the user that needs access to that location. Click “Save” when done..

How do I set up my locations?

Click the “Preferences” button in the upper right hand of your screen. Click “Company” and classify your distinct locations by region and/or district..

I have five reviews but they are all fairly similar. Do I need to set each one up or can I copy and modify them accordingly?

After you input one review, you can add a new review and “select an existing review tool” as a template. It will copy your standard review so that you can add, delete or modify questions or scoring criteria..

How do I set up reviews?

Click the “preferences” button in the upper right hand of your screen. Click “Review Tools” and “Add Review Tool.” Title the review, add notes if you would like to differentiate similarly titled reviews..

How do I add new users?

Click the “Preferences” button in the upper right hand of your screen. Click “Team” and “Add a Person.” This is also where you’ll assign them defined permission levels..

What if I want to modify a review or add a new one in at some point?

Action Card allows you the ability to edit questions, responses, define action items and even weight questions according to their importance. You can create new reviews or de-activate old ones any time..

When I take and upload a photo into Action Card, does it attach it to that specific review?

Yes. Not only will that photo be attached to the checklist item to which it goes, it will appear on your electronic pdf review next to that item as well..

Can I alert people when reviews are done, action items need to be completed or reviews need to be evaluated?

Yes. Action Card allows you to set follow-up date reminders and send e-mails through the app. No more attaching excel spreadsheets to outlook e-mails and wondering if they’re even being read..