Trail Management

In this module you will learn all the necessary steps in order to run Trail adequately in a Joe & The Juice store.

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How to Train Trail Management

Step 1: Open a computer or iPad and enter Trail.

‍Step 2: The Trainer will show and explain each of the 6 Trail categories; Overview, Site Report, Add checklist Item, Edit Site Settings, Find HACCP, Fridge Task for Managers.

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Table of Content

Following 6 key areas will be taught:

1. Overview: Gives you a basic overview of the daily reports (how the store is performing).
2. Task Reports: Is where you can deep dive into which tasks that are overdue and which specific days tasks weren't done in time.
3. Add Checklist Item: Gives you access to customise the procedures of a task specifically to the chosen store.
4. Edit Site Settings: Here can you edit your stores basic details such as opening and closing time etc. This is important to update to make tasks available at the correct time of the day.
5. Find HACCP: Here can you find the HACCP analysis for your market.
6. Fridge Task for Managers:  Here can you add a new record (fridge & freezers) temperatures.

1) Overview

When your are logged in on your manager account this is your home page. It tells you the score based on the daily/weekly/monthly completed and missed tasks as well as trends over time. The score is calculated based on the average score of all completed and missed tasks within the given period. The total score is calculated in following way:

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1x Completed Task = 10
1x Overdue Task =5
1x Missed Task = 0

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2) Task Reports

To get a more detailed report, go to the "TASK REPORTS" section:

Use the "SHORTCUTS" section to filter for missed, late or early tasks.

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Use the date filter to specify your search. Press e.g. "LAST 30 DAYS".

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Select e.g. "STATUS MISSED" to view all your missed tasks in the specified period:

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You can always press "ADD FILTER" to further specify your search:

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3) Add Checklist Item

With your manager profile you can customise all checklists specifically to your store (procedures of how to execute a task). Everything you add will be placed under a dividing line.

If you want to add another checklist item to e.g. the "Morning Routine in Customer Area". Press the section "ADD CHECKLIST ITEM" section to add it.

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Write the specific checklist task. In this case "CHECK TRASH BINS".

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Always remember to select "REPEAT EVERY TIME" to make sure that the task will show up every time the task appears.

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Press "SAVE" to create it.

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Make sure that the task is "DONE" and correct before confirming the task.

If you want to "DELETE" any task click the three dots and then "Yes, delete item".

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4) Edit Site Settings

Go to the section "SITE" by pressing "sites" in the dropdown menu in the top right corner.

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To edit your site settings "PRESS" the store, in this case Gustavlundsvaagen 18.

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At "SIDE DETAILS" you can access the store's business hours, opening time & closing time:

It's important that your store's opening and closing time is correct because the scheduling of the daily tasks is based on these intervals.

Select a specific day and change the times so it corresponds to your stores opening hours.

If you scroll down you can find a calendar overview.

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By pressing the "GREEN" buttons, it will turn "RED" and de-activate all tasks and reporting for the given day. In other words, deactivate the site for the day. Press the red buttons to turn them back to green. Remember to Save & Close when you are done. This should be done in case the store is closed (e.g. holidays).

5) Find HACCP

If you have to find HACCP. Go to "COMPLETE TASKS" section and then click "ADD TASK".

Select your MARKET and press "ADD".

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Select the HACCP report you want to see. It's in either 1 or 2 languages dependent on the market.

It's possible to search after a specific section by pressing the magnifying glass. In this case "RISK", press the button and search.

6) Fridge/ Freezer task for managers

Press "ADD RECORD" to add all your fridges and freezers - one RECORD is for one fridge or freezer.

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Give the fridge/freezer a name. Whatever you think makes the most sense. In this case JUICE STATION FRIDGE -> FRIDGE TYPE.

Here's another example of what you could call it. 'REMEMBER' to enter the temperatures.

If you want to delete any added record press the trash can in the top right corner and confirm.

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