Automated Task Reports (Daily)

📅  PathSpot’s reporting apparatus supports automated daily reports that capture task activity from the previous day. These reports are designed for on-the-floor managers and provide timely feedback, enabling them to implement next-day interventions or adjustments when non-compliant behaviors are observed.

🎥 REPORT EXAMPLE

• ✅  Top Section: Task Summary

  Key Metrics

  • Daily List Total:
    Categorized as lists with a recurring daily checklist. These do not need to necessarily be assigned each day, but they follow an recurring cadence and are to be completed within a designated window during that day up.

    Other List Total:
    Tallies all other list types outside of daily lists, including weekly, monthly, and one-time checklists.

    Total Lists Incomplete:
    Tallies any list that is not at 100% completion by the end of the calendar day.

    Flagged Tasks:
    Tallies any task response that deviates from the expected answer, whether outside of an approved temperature range, an incorrect Yes/No response, or any value entered outside of what is considered “correct.” This metric tallies all such instances.

    Corrective Actions Submitted:
    If enabled, when a task is answered incorrectly, a corrective action prompt appears for the user to document next steps (i.e., discarded food, notified a manager, retrained staff; ect). This metric tracks the number of corrective actions submitted in that day among the lists available for that day.

  Task Dynamics: If a list is deactivated or the list assignments have been updated i.e. removing dinner that will be accounted for on the report and the completion percentage.

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  📝 Bottom Section: Task Overview 

  As long as the checklist is available during the period the daily is reporting on it will be included in this section

  • Daily:
    Each line represents a list categorized as Daily, as defined in the section above.

    Weekly:
    Defined as any list with a 7-day completion window. By default, weekly lists begin on Monday and close on Sunday at 11:59 PM. Start and end days can be adjusted with assistance from PathSpot Support. 

    Monthly:
    Defined as any list that remains open for the duration of a calendar month. The start date is the 1st of the month, and the end date is the final day of that month. 

  Hyperlinked Reporting: As shown in the video, this report lets you drill down into specific task responses to see exactly why a list earned its completion percentage, and which tasks were missed or flagged. This streamlined one click visibility makes it easier to identify non-compliance early and intervene before bad habits become ingrained in the brand/store culture and impact overall compliance.

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If you’re interested in learning more about this report and how it can be integrated into your SOPs, please contact your CSM for guidance on effective deployment and report literacy training. 

> Weekly Reports, Monthly Reports, & Dashboard will look at the first snapshot of the report to calculate completion percentage