Help

Business Classifications
We have a customizable filter on our Job Board based on business classification (i.e. retail; casual dining; etc.), so shoppers have the option to see only ...
Fri, 9 Sep, 2022 at 1:48 PM
Account Administration
The Account Administration allows you to view your account information and modify your login details. My Account The My Account page allows you to view yo...
Fri, 8 Oct, 2021 at 12:10 PM
Client Admin: Client Settings
This page allows you to change your client's settings and also provides quite a few links to additional pages that are related to client setups such as...
Mon, 11 Oct, 2021 at 3:19 PM
Manager Export
DESCRIPTION:   This page allows admins with the correct permissions to export all client managers account information for a given client. A tab de...
Mon, 16 Aug, 2021 at 12:39 PM
Client Admin: Create New Client
This page adds a new client to the system.  Required fields are: Client Name, Business Type, Year Type, and Date Range Menu Type which will highli...
Thu, 7 Oct, 2021 at 1:51 PM
Location Administration
DESCRIPTION :  This page allows admins to add, edit, or delete locations, levels, and group Location Administration The location administration page al...
Thu, 7 Oct, 2021 at 12:50 PM
Kiosk Plus
Kiosk Plus or Kiosk+ was designed to overcome the limitations associated with our standard kiosk links system, such as not being able to use RuleZ. Instead ...
Thu, 19 Aug, 2021 at 1:24 PM
Manager Administration
DESCRIPTION :   The Manager Administration page allows you to view, add, and edit client managers The manager administration page allows you to manage man...
Tue, 5 Oct, 2021 at 1:31 PM
Reviewer Comment Administration
The Reviewer Comment Administration page allows reviewers to build a library of commonly used comments. Once created, these comments show up automatically i...
Thu, 7 Oct, 2021 at 1:19 PM
View Sessions
This page allows you to view scheduling sessions that you've already set up. Here's how it works: From the search filter, select the filter crite...
Mon, 11 Oct, 2021 at 4:45 PM
Select AutoProfile / Create Scheduling Session
Start creating a session by selecting an autoscheduling profile. Before beginning to create the actual scheduling session, you must first select the Auto...
Mon, 11 Oct, 2021 at 4:48 PM
Schedule Follow-up shops
This page allows you to schedule follow-up shops.   First, select a session. Next, select which shops you want to schedule follow-ups for. You can sche...
Tue, 5 Oct, 2021 at 12:53 PM
Admin Shop Log
This page allows administrators to search for a specific set of shops to edit, view or review Select a Survey The shop logs display all the shops for...
Mon, 11 Oct, 2021 at 2:39 PM
Scheduler Log
This page affords a Scheduler a view of scheduled shops, and to perform shop assignments/re-assignments  Use this page to view all shops you are respons...
Thu, 7 Oct, 2021 at 1:27 PM
Urgent Log
Urgent Log displays the following urgent, time-sensitive shops in one place so you can attend to them quickly and easily: All active shops that are late (...
Tue, 5 Oct, 2021 at 3:19 PM
Mass Status Changer
The Mass Shop Status Changer page allows you to switch the status of a large number of shops all at once for the previously selected survey from the main ad...
Wed, 6 Oct, 2021 at 4:17 PM
Form Detail View
This page lists the form details and the specific settings for each question on the survey. It displays the following question information: Question ID (QID...
Wed, 6 Oct, 2021 at 4:41 PM
Email Form Detail
Fill in the email address of the person you wish to receive the message in the To field, your email address, the subject and the message body.  Sel...
Mon, 11 Oct, 2021 at 3:21 PM
Profile / Shopper Instructions Upload
This page allows you to upload shopper instructions to a survey for the shoppers to download  Click Browse to find and select the already create...
Wed, 6 Oct, 2021 at 4:42 PM
Survey Logos Upload
The Survey logo appears on the actual shop survey.
Thu, 7 Oct, 2021 at 3:27 PM
Client Logos Upload
This page allows you to upload the client small, large and chameleon logos  Small logo is the client logo that would appear at the top on the navigato...
Mon, 11 Oct, 2021 at 3:22 PM
Question Mass Edit
Mass Editor displays all the questions on a form and allows you to make edits to multiple fields at the same time.   The page opens with all questions sho...
Thu, 7 Oct, 2021 at 12:47 PM
Copy Survey
This feature allows you to copy a survey. It copies all questions, sections, custom scoring, custom displays and settings except for the Email Triggers.  ...
Thu, 7 Oct, 2021 at 1:33 PM
Delete Survey
Deleting surveys should only be done in cases where you no longer want the data associated with that survey. You may only delete surveys with no shops, and ...
Fri, 3 Sep, 2021 at 2:04 PM
Survey Administration
Survey Name Enter the name for this survey. Do not put the client's name into the name of the survey since the client name will always be display...
Fri, 8 Oct, 2021 at 2:54 PM