Recurring work like opening and closing checks only helps if it happens at the right time and place. Schedules make a Checklist appear in the Opus Training app for the right Locations during set time windows, and show you whether each window was met.
Table of Contents:
Why Use Schedules?
Schedules let you set time frames for completing Checklists, so recurring work like opening and closing checks is easy to manage. This keeps your team organized and makes sure nothing is overlooked.
How to Set Up a Schedule
Step-by-Step Guide
Open your Checklist in the dashboard
Go to Operations > Checklists and select the published Checklist you want to schedule.
Create the Schedule
Go to the Manage tab, select Schedule, and click Create Schedule.
Name the Schedule
Enter a Name. This helps you stay organized and find the Schedule later.
Select Locations
Under Locations, choose where the Checklist applies. This makes sure the right people see it at the right time. You can also select Regions, Brands, or Franchises.
Set recurring times
Under Recurring times, select the day(s) of the week the Checklist should be completed.
Enter the start and end time. Schedules apply to Locations in their local time.
Need more than one window? Click Add a recurring time to add different days and time ranges. For example, you might need a Checklist completed during both opening and closing shifts.
Save the Schedule
Click Create schedule.
(Optional) Create multiple Location-based Schedules
Each Checklist can have multiple Location-based Schedules. Click Create Schedule again on the Manage tab under Schedule to tailor Schedules to different needs across your Locations.
What Happens in the Opus Training App?
When the Schedule is active, the Checklist appears in the Tasks section of the app's home screen during the specified time frame, so your team can open and complete it when it's due.
Your team can also see any upcoming Checklists, so they can stay on top of what's due and when.
đĄ No push notifications for Checklists: Opus doesn't send automated reminders for Checklists, since access is shared across everyone at a Location and reminders would get noisy.
Schedule Reporting
Schedules help you monitor whether Locations complete and submit Checklists on time. Find this data on the Checklist's Reporting tab under Schedule completion, where each window shows a status like Submitted or Missed. In the app, anyone with Checklist access can see all submissions. Learn more in Checklist Reporting Overview.
One-Time or Non-Recurring Checklists
Checklists can be scheduled for daily or weekly frequencies only. Other recurring cadences, like monthly or twice a year, aren't supported.
For one-time or non-recurring work you want to share with your team, try one of these approaches:
Schedule a Checklist for a defined time frame. For example, set it for Monday between 9am and 10am. Once that window passes or it's no longer relevant, remove the Schedule: on the Manage tab under Schedule, click the edit (pencil) icon on the Schedule, then click Remove Schedule. Your team sees the Checklist in the Tasks section of their home screen during that specific time.
Communicate a one-off task directly to the appropriate teams using Messages in Opus.
Team members with Library Access can complete Checklists even when they aren't on a Schedule, so a quick reminder about where to find them can go a long way.
FAQ
What happens if a schedule is removed?
The Checklist no longer appears in the Tasks section of the home screen. Team members with Library Access can still find it in the Library.
Can I edit a schedule after it's created?
Yes. On the Checklist's Manage tab under Schedule, click the edit (pencil) icon on the Schedule, make your changes, and click Update schedule.
Can I set different schedules for the same Checklist?
Yes. Add multiple recurring times with different days and time ranges to one Schedule, or create separate Schedules for different Locations.
Can I still access and submit Checklists outside of a scheduled window?
Yes. Checklists can be opened and submitted at any time, even outside the scheduled window. If you open one outside its time frame, you see an alert, but it doesn't stop you from completing or submitting it. A submission outside the window doesn't count toward that window.
What happens if multiple team members are working on the same Checklist during a schedule?
Your team can collaborate in real time. When multiple team members work on the same Checklist, everyone sees answers update live, even before anyone submits, so nothing gets duplicated.
Will my team get push notifications to complete a Checklist?
No. Opus doesn't send push reminders for Checklists. Because access is shared across multiple people, notifications would go out to everyone with access.