Branch and outlet routines
Routines done on time, at every site, with proof
Multi-site businesses run on routines: opening checks, cold-room temperatures, cash-up, fire safety, cleaning. Smart Memo schedules them for each branch, asks for photo or reading evidence, and escalates to the area manager when one is missed.
The problem today
- Paper checklists filled in at the end of the week
- Head office unable to see which outlets did their checks today
- Problems found during an inspection rather than when they happened
How it works in Smart Memo
- Step 1
Use a template pack
Start from the retail and hospitality pack, then adjust routines, times and checklists to your sites.
- Step 2
Capture evidence
Staff complete routines on their phones with photos, files, notes or readings such as a freezer temperature.
- Step 3
Catch exceptions
A reading out of range raises an exception task for the manager straight away. Repeated breaches escalate further.
- Step 4
Roll up by region
Compliance by branch, area and region on the executive view, and a morning digest of what was missed.
What changes
Common in: Multi-site operators
Frequently asked questions
Do frontline staff need a full licence?
Smart Memo is priced per organisation, not per user, with a fee per site for multi-site operators. Frontline staff are not charged as individual seats.
What if a branch has poor connectivity?
The mobile app captures photos and checklist answers offline and sends them when the connection returns.
Related use cases
Memo approval workflow
Route every internal memo to the right approvers, in the right order, with a signed record.
Purchase and spending approvals
Requisitions and spending requests that go to the person authorised for that amount.
Capital expenditure approvals
Capex memos with the business case, budget check and board-level sign-off in one trail.
New to the subject? Read what memo management is and how Delegation of Authority approvals work.
See your own approval process in Smart Memo
Bring one memo or request that takes too long today. In 30 minutes we will show it routed by your Delegation of Authority, signed, and turned into tracked work.