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Summary

On this tab, you have the option to change the Description of the work item as well as the ability to limit the work item to a product structure or group.

Store Check Types
There are 5 different Store Check types you can add:

• Account Update
  The Account Update to-do item allows app users to update Account Groups and Structures within the Store Check work item of a Call.
  
  Adding the Account Update to-do item to a Call
  Linking Fields to an Account Update
  
  
• Survey Question
  This item type can be used for surveying customers and recording their responses from a list of pre-defined answers or inputting an answer in the text fields.
  
  
• Compliance Check
  This head office requirement us used to capture whether or not the customer is complying with a particular conduct.
  A compliance check can have an answer of 'Check Passed' or 'Check Failed' with accompanying notes or photos.
  
  
• Action
  This head office requirement is used when a task should be completed as part of an agreement and recorded as either being 'Done' and 'Not Done' with notes and/or a photo if applicable.
  
  
• Product Check
  This is used for performing a 'walk the store' to check distribution status, stock levels, facings, shelf pricing, or make a suggested order.
  If Core Ranging is part of your organisation's business rules, then it is recommended to turn on the Ranging column.