Skip to the main content.
GET STARTED
Subscribe to our newsletter

2 min read

CX Tech Top-ups: IntouchCheck® Updates and New Templates!

CX Tech Top-ups: IntouchCheck® Updates and New Templates!

This June, we're excited to announce two new updates designed to enhance the IntouchCheck® user experience. These updates focus on improving the efficiency and usability of managing follow-ups and editing checklists. Additionally, we are introducing four new IntouchCheck® Templates to help streamline your operations.

Intouch Insight Platform

Filter Follow-ups by Checklist Name

What’s New?

We have introduced a new feature that allows users to filter follow-ups based on the checklist names. This means you can now quickly and easily locate and manage specific follow-ups without having to sift through unrelated ones.

How it Works

  • Step 1: In Check, navigate to the follow-ups section.

  • Step 2: Use the new filter option to select the checklist name you are interested in.

  • Step 3: The follow-ups will be filtered to display only those associated with the selected checklist name.

You can filter follow-ups from the hundreds of available checklists by using the checklist name filter.

This straightforward filtering process saves time and reduces the complexity of managing follow-ups.

Why it Matters

Efficiency is key in managing follow-ups, especially when dealing with multiple checklists. By allowing users to filter follow-ups by checklist name, we help streamline the process, making it faster and more efficient. This not only saves time but also reduces the potential for oversight or errors, ensuring that every follow-up is handled promptly and accurately.

 

Easy Access to Skip Logic

What’s New?

IntouchCheck® Admin users can now enjoy a more streamlined process for managing skip logic. While editing a checklist, you can click on the skip logic icon directly within the question to view and edit the associated logic, making adjustments faster and more intuitive.

How it Works

  • Step 1: Open the checklist you want to edit.

  • Step 2: Click on the skip logic icon located next to the relevant question.

  • Step 3: View and edit the skip logic directly in the pop-up window that appears on the left-hand side.

Click on the Skip Logic icon. You can activate this feature in one click now.

This enhancement makes it significantly easier for admin users to manage skip logic without navigating away from the checklist.

Why it Matters

With the new direct access feature, admin users can easily view and edit skip logic within the checklist itself. This enhancement simplifies the editing process, reduces the time spent on adjustments, and improves the overall user experience by making checklist management more intuitive.

 

IntouchCheck® Templates

At Intouch Insight, we are always looking for new ways to save our customers time. This month, we have added four new checklist templates to the IntouchCheck® template library.

To access the template library, simply head over to IntouchCheck® and click “Create”. The next page you will be brought to is our template library.

create-new-checklist

checklist-library

 

When you see a checklist template that you would like to use, all you need to do is click it, give the checklist a name, and you will be brought to the checklist builder. You will find all of the questions from the template populated in your checklist. From here you can edit questions that are already there, remove any unwanted questions, and add any new questions. 

Templates are an efficient way to get started in the IntouchCheck® platform and a great way to save time.

 

New Checklist Templates

This month we have added four new checklist templates to the library.

  1. Restaurant Closing Checklist

  2. Inventory Stocking Checklist

  3. Employee Shift Change Checklist

  4. Updated Food Safety Checklist

Restaurant Closing Checklist:
Ensure a smooth end-of-day routine with the Restaurant Closing Checklist, which covers kitchen cleanliness, dining area sanitation, and securing the premises.

Inventory Stocking Checklist:
Maintain organized and efficient inventory management with the Inventory Stocking Checklist, designed to verify stock levels, ensure proper storage, and highlight promotional displays.

Employee Shift Change Checklist:
Streamline shift transitions and maintain store operations seamlessly using the Employee Shift Change Checklist, focusing on task completion, communication, and readiness for incoming staff.

Food Safety Compliance Checklist:
Standardize your inspections with this food safety and hygiene standards form, ensuring daily compliance across teams and devices, keeping food safety top of mind for your employees.

 

Check out these templates and more in our IntouchCheck® template library.

 

If you or your team have any new ideas or features that you would like to share, please send us an email at letschat@intouchinsight.com

CX Tech Top-ups: New Checklist Templates!

CX Tech Top-ups: New Checklist Templates!

At Intouch Insight, we are always looking for new ways to save our customers time. This month, we have added three new checklist templates to the...

Read More
CX Tech Top-ups: Save time, organize, and analyze!

CX Tech Top-ups: Save time, organize, and analyze!

This month at Intouch Insight we have launched several new features to the Intouch Platform and IntouchCheck™ that will help you to organize and...

Read More
CX Tech Top-Ups: Save Time Like a Pro with These 5 Feature Updates

CX Tech Top-Ups: Save Time Like a Pro with These 5 Feature Updates

At Intouch Insight, we’re constantly working on rolling out new features that will help you reach the top of your game. We have introduced several...

Read More