Training Overview

Brief Overview of Action Card

Action Card is a mobile and web-based solution for multi-location companies to streamline and bring efficiency to field data collection. The tool is designed to make life easier for field and location teams by speeding up compliance and brand standards reporting processes.

Using either the web-based application or tablet/mobile app, Action Card essentially eliminates the need for paper and pen reviews, centralizing all data in one place. This creates both transparency and accountability across all levels of the organization.

Key Benefits:

Adheres to standards and reinforces your brand promise
Automated processes help drive outcomes tied directly to customer satisfaction
Generates actionable data, promotes open communication, and enables intent-driven management

Navigate to go.actioncardapp.com
Enter your login credentials

Note: Action Card can be accessed via:
Web browsers
Tablet and mobile apps (available on Apple App Store and Google Play)

Home Screen Overview

Reviews Section

All
Scheduled
In-Progress
Recently Completed

Action Items

View and manage items requiring follow-up

Location Items

Site-specific tasks or issues

Explain the purpose of each section and how it supports ongoing operations.

Starting a Review

Selecting a Review

Choose between Key and Auxiliary reviews
Reminder: The tool saves automatically as you go

Navigating Categories

Move freely between different categories
Provide feedback and positive remarks during review completion

Submitting a Review

Submit once all sections are complete
Triggers an automated email with:
- A PDF copy of the completed review
- A link to view the review in the system

Action Items / Location Items

Managing Action Items

Complete or respond to Action Items at the store level
Demonstrate how to:
- Add a Generic Action Item
- See it transition into a Location Item with required actions

Library

Includes:

Planograms
Inventory Requirements Documentation
Checklists

Reporting

[Add any specific reporting views, metrics, or visuals here if applicable]