Understanding management logs

Management Logs provide franchisors the ability to keep detailed records of actions and notes regarding the performance of franchisees. Records entered under Management Logs are not visible to franchisees. Management Logs are especially useful for demonstrating compliance and supporting the franchisor in the case of disputes.

There are four types of management log records:

• Meeting
• Business Review
• Field Audit
• Induction

Meeting

Use meetings to record any phone or in-person meeting with the franchisee or the franchisee’s employees or contractors. Facilities to set a meeting; send meeting reminders; track invitees, attendees and apologies; and record meeting minutes are all built in.

Induction

Inductions are particularly designed for training new contractors or employees of the franchisee. As with meetings, the Induction record provides a way to set a meeting; send meeting reminders; track invitees, attendees and apologies; and record meeting minutes.

Field audit

Field audits allow a franchisor to send their Compliance Manager into the field to ensure franchisees meet the operating standards required of them. The Field Audit record provides a way to set a meeting; send meeting reminders; and record meeting minutes.

Business review

Business reviews are scheduled on a periodic basis. As with meetings, a Business Review record provides a way to set a meeting; send meeting reminders; track invitees, attendees and apologies; and record meeting minutes. You can plan for and schedule the next Business Review Date.