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Knowledge base
Smart Guides
Smart Guide for Field Auditors
4
Smart Guide for Field Auditors: Get Started
Smart Guide for Field Auditors: Perform
Smart Guide for Field Auditors: Tasks and Analytics
Smart Guide for Field Auditors: Track Progress
Smart Guide for Franchisees Staff and Crew
4
Smart Guide for Franchisees: Get Started
Smart Guide for Franchisees: Review and Analyze Audits
Smart Guide for Franchisees: Collaborate with Head Office
Smart Guide for Franchisees: Self-Assessments
Field Audits
Getting Started
3
Your First Audit!
Accessing and Logging Into FranchiseBlast
Scheduling Field Audits
Setting Up Questionnaires
12
Setting Up Field Audit Questionnaires
Understanding Questionnaire Settings
Understanding Question Types
Questionnaire Scoring Methods
Setting Up Default Due Dates for Tasks Linked to Questions
View all 12
Performing Field Audits
9
Answering a Field Audit
Assigning, Editing and Collaborating on Field Audit Tasks
Answering Field Audits Offline
Managing Picture Attachments on a Question
How to Approve Field Audits
View all 9
Analyzing Field Audits
10
Getting Started with Field Audit Activities Insights
Getting Started Analyzing Field Audits
Analyzing Field Audit User Dashboard Widgets
Analyzing Field Audit Repeat Weaknesses
Analyzing Field Audit Reports
View all 10
FAQ
8
How come I'm not receiving a notification for a field audit?
I accidentally created an audit for the wrong store, how do I change it to the correct one?
How do I produce an updated email/contact list for each of the stores in my territory?
How do I email an audit report to a franchisee?
How to connect your Audit Calendar to Outlook
View all 8
Self-Assessments
Setting Up Questionnaires
1
Setting Up Self-Assessment Questionnaires
Performing and Analyzing Self-Assessments
4
How To Launch Self-Assessments
Performing Self-Assessments
Self-Assessment Analytics
How to find started Self-Assessment audits
Business Plans
Getting Started
4
1. How Business Plans can help you
2. Defining your Approach
3. Getting Started Writing Objectives and Key Results
4. Executing Strategies
How-tos
2
How to Create a Business Plan
How to Check-in on Objectives
FAQ
0
Additional Resources
1
Objectives and Key Results Examples in Franchising
Collaboration Tools
Getting Started Using Document Repository
4
Uploading and Managing Documents
Uploading a New Version of an Existing Document
Linking Documents to Field Audit Questionnaire Templates
Accessing Documents for Franchisees
Getting Started Using Tasks
2
Completing Tasks
Tracking Tasks
Getting Started Using News
1
Creating a News Blog Post
Getting Started Using Location Information Depot
4
Getting Started with Timeline
Navigating your Operational Franchise CRM
Smart Email BCC and Forwarding
How to Set Up Your Default Email Client
FAQ
4
How do I keep track of tasks that are currently assigned?
How come I cannot see some tasks that are assigned to my co-worker?
How Do I Reassign a Task
Where did my franchise notes go?
Franchisee
Getting Started as Franchisee
3
Getting Started as a Franchisee
What to do when you receive your store audit
What do I do when a task is assigned to me?
FAQ
1
Where can I find all of the outstanding tasks that have been assigned to me?
General
Getting Started
5
Getting Started Using FranchiseBlast
Getting Started Managing Your Organization
Managing Your Account Preferences and Email Notifications
How to Add FranchiseBlast to your iPhone or iPad Home Screen
Getting Started with Inbox
FAQ
8
Minimum System Requirements
Clearing Your Web Browser's Cache
Clearing Your Web Browser's Website Data
I Can't Remember My Password
Resolving issues with receiving emails from FranchiseBlast for IT Departments
View all 8
Store Properties
3
Getting Started with Store Properties
How to Manage Store Properties
How to pull Custom Properties reporting details
Insights & Dashboards
Getting Started with Dashboards
2
Getting Started with User Dashboards
Sharing a Dashboard with a Team
Analyzing Insights
4
Getting Started with Insights
Getting Started with Scorecard Insights
Key Performance Metric Leaderboards Insights
Supported Accounting Periods in Insights
Dashboard Widgets
4
Polling Widgets on the Dashboard
Field Audit Widgets on the Dashboard
Insights and Performance Widgets on the Dashboard
Collaboration Widgets on the Dashboard
FAQ
1
Exporting Location Data for a Group Metric
Polling
Getting Started Using Polling
1
What is a Polling Definition?
Setting Up Polls
3
Setting Up a Poll
Setting Up Polling Questionnaires
Adding and Removing Locations from an Active Poll
Performing Polls
5
Answering Polls
Extending the Close Date of a Poll
Checking and Managing Poll Results
Poll Analytics
E-Mails Related to Polls
FAQ
2
Why isn't there any data in my polls export?
Troubleshooting Polls and Users
Projects
Getting Started with Projects
4
Getting Started with Projects
Creating and Launching Projects
Updating Projects
Tracking Projects
FAQ
3
How do I cancel all tasks in a Project?
How to reassign a task in a Project?
How to change the status of a task in a Project?
API
Getting Started
1
API Overview
Managing Your Organization
Getting Started Managing Your Organization
1
Managing Notifications for Your Organization
Managing Locations
4
Importing Locations, Store Staff and Store Groups
Adding a New Location
Exporting Locations
Deactivating and Transferring Locations
Managing People
12
Getting Started Managing People
Managing Store Functions
Inviting Colleagues
How do I change my Username in FranchiseBlast?
How to create a FranchiseBlast account
View all 12
Managing Permissions and Store Group Access
2
Managing Store Group Access
Managing Permissions
Managing Metrics and Data
2
Getting Started with Metrics
Importing Data for Metrics
FAQ
1
How to group stores based on their stage of development, e.g. pre-sales, soft opening, growth
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