nCompass
Master Groups
Master Groups This page is currently under maintenance. Do check back after a while!
Lock Account
Lock Account Lock Account A User’s account can be locked by the following different ways: 1. Manually, by clicking on the ‘Lock Account’ option in the ‘Actions’ drop-down. You will have to enter a reason for this action.drop-down 2. If a user is ...
Users
Users Users section will now display a list of all the users on compass. This list displays a thumbnail picture, Full Name of user, his/her department, number of modules the user has access to, Last Login time stamp, and current status (Active, ...
How to View Template Details
How to View Template Details The user can click a template to view its detail. Templates contain Stages assigned by the Admin. These Templates are assigned to different pre-opened stores. The user can mark a Location Profile as Active or Inactive by ...
Dashboard
Dashboard Dashboard The Dashboard is the landing page for the Development Module. It displays the following information: Unassigned Locations: Displays those locations to which no template or coordinator has been assigned yet. User can click on any ...
How to print location list
How to print location list The user can click "Print" from the "Action" Dropdown to print a list of locations currently assigned to a Development template. Here's an example of the print-friendly view:
History
History The History section stores locations that have become operating franchises and have completed all of their stages. The user can click a franchise to view its page in detail. Here, the user can view the stages, steps, and notes of the ...
Templates
Templates Templates are a set of specific stages that an under development store has to complete before the store is launched or attains its new status. Stages have multiple steps in them and the store owner has to make sure that all the steps are ...
Reports
Reports Reports The Reports section enables the user to generate Location Status Reports for specific templates and coordinators. The user can select the desired filters from the provided options to view specific results and click on ‘View Report’ to ...
Forms
Forms The Forms section of the Development Module catalogs all important forms related to the locations. These forms can be linked to steps of any specific stage during the template creation process. Clicking on forms section displays the categories ...
Recorded Webinar
Recorded Webinar To watch a full tutorial of the Development module, please Click Here
Adding a Location to a Template
Adding a Location to a Template Users can click Add Location from the ‘Action’ dropdown to add details of a new location. The following pop up is displayed: Select the Location and Template, and assign the Coordinator for the location.
Locations
Locations section list displays the list of locations that are assigned to a development template. Here are a few examples of scenarios with may require a location to be assigned to a template in the Development Module: A new business owner who has ...
Development Module Preview (Checklist)
Development Module Preview (Checklist) Development Module The development module is designed to create a workflow checklist for your franchisees and corporate users. Click Here to learn how to Create/Edit a Template and Assign a Location to A ...
Co-op Fee
Co-op Fee Co-op fees are charged from each co-op each week. This section helps you to manage the co-op fees. Filters are available for filtering results according to co-ops and time. Following options are available in time filters: This Month, Last ...
Widgets - Finance
Widgets - Finance The following widgets are available; you can add or edit them accordingly using the Add New or Edit buttons. Reconciled: This widget presents the number of locations which have reconciled their drawers for the previous week Pending ...
Sales Reports
Sales Reports The Sales Report section records all sales records of all franchises worldwide. The section is divided into the following types of reports as listed below · Daily Sales · Submitted Reports · Missing Reconciliation · Process · Bank ...
Widgets - Compliance
Widgets - Compliance Widgets are plugins used to display dynamic content of location statistics. My Widgets section is displayed in the top right corner of the dashboard. They show the number of different statistics present in the Compliance Module, ...
Vehicle Information
Vehicle Information The Vehicle Information section contains all the details of the vehicles for the selected location. The user can add information of new vehicles, edit, and delete vehicle information in this section. Clicking on Vehicle ...
Managers
Managers Managers manage the employees and processes of a location. Click on the ‘Managers’ option below Ownership in the location details area of the Compliance Module to view the Managers details. The Managers section will display the current ...
Dashboard - Compliance
Dashboard - Compliance Dashboard is the landing page for the Compliance Module. It displays the following information: · Location Opening Time Lapse Notifications: Shows a store count notification for all locations opening. After a franchisee is ...
Service Areas
Service Areas Service areas are associated to stores; these are approved areas from franchisor where franchise is authorized to operate. In this section, the user can view and manage the service areas and their types. Click on ‘Service Areas’ below ...
Compliance Info
Compliance Info Compliance information of the location will display the following: · General Information · Location Information · System Information · Insurance Information The user can edit this information by clicking on the Edit link on the top of ...
Financial Information
Financial Information The Financial Information section displays the Finance related important information of the selected store. The user can view: · Location Financial Information o Royalty o NAF o Tax Rate o Min Royalty o Franchise Fee · Recurring ...
How Do I Add A License?
How Do I Add A License? We're updating this part of our Support right now! Stay tuned.
Locations - Compliance
Locations - Compliance In this section, the user can view all locations within a franchise system. Click on the locations option under the compliance module from the left side selection menu. The user can view the following statistics of locations in ...
How to View Location Details
How to View Location Details To view compliance related details for a specific location, click on the desired location. A new area will appear where the user can view the following details of the compliance locations: The bubble icon with a number ...
Login Access
Login Access This section enables the admin to view the current users that have access to this module and reset their password, or edit specific options regarding the user if required. Besides this, it also displays the previous users of the module. ...
Leases
Leases In this section, you manage the lease documents for the location. Leases are defined as a legal authority to own a particular property for a certain period of time after contract approval. Leases tab will have a history of all lease documents ...
How do I add location documents?
How do I add location documents? -The Documents section enables the user to manage all the documents for the selected location. The documents are sorted in folders and the user can navigate through the folders to locate the desired document. By ...
Photo Gallery
Photo Gallery The notes section allows the user to view and manage notes and activities for the compliance module of the selected location. The red bubble with a number indicates the number of notes for the location. The Notes area displays the list ...
Reports - Franchise Mgt
Reports - Franchise Mgt Reports hold all existing reports related to Franchise and Franchise Management. Multi-Unit, Single Unit, Store List, and other existing reports are listed here with the same format. The following types of reports can be ...
Location Information
Location Information How to Validate/Edit Location User Information The user can click on any location from the list and a new area will pop up, displaying Owners and Managers associated to this location. The Location Validation area enables the user ...
Solution Center Help Desk (Imitate An Owner)
Solution Center Help Desk (Imitate An Owner) Early on, one of the most important features of understanding the features of ncompass is seeing what the franchisee sees. View the document below to learn how!
Edit History
Edit History How to Filter Activities User can filter the History Activities by using the filter options in the top. The Following types of Filters are available: · Franchises Filter: Allows the user to filter between Franchises · Departments Filter: ...
Editing Widgets
Editing Widgets How to Edit a Widget The user can also edit a widget by clicking on the Edit link above the ‘My Widgets’ section. A pop up showing the list of all widgets currently added is displayed. The user can click the settings gear for a ...
How to Add a Widget
How to Add a Widget Clicking on Add New link available in widgets section allows the user to add the following two types of widgets in the Solution Center dashboard: 1. Tickets: Shows the number of tickets on the basis of a specific department or ...
Flag
Flag Flags indicate abnormal behavior within a franchise system. Furthermore, they also show how many locations are impacted by an event. Flags area contains a list of all types of Flags created by the user. In this section, the user can view the ...
History
History This section contains those activities that have been marked as closed. The top area of the ‘History’ section displays filters and a search bar. The user can view more options in the top area by clicking the ‘+’ button in the top right. The ...
Inbox
Inbox Inbox The Inbox section contains all Solution Center tickets and activities and is divided into the following areas: · Inbox/Activities Panel · Location Panel Inbox /Activities Panel The Inbox area displays all messages and helpdesk tickets ...
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