A project has steps and deadlines – for example a new opening or a campaign across the whole network. Head office creates a template for it and uses it to launch the project at as many locations as needed.
1. Create a template (head office)
Open "Menu" → "Operations & purchasing" → "Templates & rollouts" → "Create a template".
Enter a "Name" (for example "New opening") and a "Description", and under "Deadline reference" choose "Before target date" or "Forwards from the start".
Leave "Template available" ticked and tap "Save".
On the template page, under "Steps, one per line", enter section, step and days on each line, separated by a vertical bar, and tap "Add steps".
2. Launch a project
Tap "Launch project" and choose "Use template" (or "Create blank project").
Choose the "Template", enter a "Title" and the "Target date" or "Start date".
Under "Locations", tick the locations or tap "Select all". Symiko shows how many runs will be created.
Tap "Launch project".
If head office does not choose a location, a single project is created for the whole system. Partners can use templates too – for their own locations.
3. Track the rollout
After launching, the rollout overview opens: how many locations, how many steps are done, and below that "Status by location" with the next deadline and overdue steps. At the top you see a summary of how many locations are stuck – or "Done everywhere."
A step can be ticked off by the person it is assigned to and by whoever leads the project. Employees only see the projects under "Projects" in which they have a step.