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It covers getting started topics such as data visibility, then moves through master franchise profiles, configuration sets, product setup, territory creation and splitting, user management, and the job allocation engine including eligibility, distance rules, sequencing, and job status handling. It also explains job offer notifications via email and SMS reminders, material price lists, Xero integration and syncing controls, audits, and organization-level email and templates, including job booking forms.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/operations-management-administration-guide-version-125-chapters/338201/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/operations-management-administration-guide-version-125-chapters/338201.png","ImageObject",442,249,{"name":88,"@type":89},"Ben Jamin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-21",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does this guide cover for setting up FranchiseOps administration?","Question",{"text":108,"@type":109},"It covers the end-to-end administration workflow: getting started and data visibility, master franchise profiles, configuration sets, products, territories, user setup, and job allocation rules and processes.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the guide describe the job allocation process?",{"text":113,"@type":109},"It explains eligibility and duplicate-checking rules, distance calculation options, territory exclusiveness, offer sequencing, queuing and throttling, and step-by-step allocation including geolocation and territory matching.",{"name":115,"@type":106,"acceptedAnswer":116},"How are notifications and reminders sent to franchisees and users?",{"text":117,"@type":109},"The guide details how to configure email templates for two-way email and how to register SMS reminders, including delivery times, publishing windows, and reminder blockout periods.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},338201,1790496580,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},2336478466772,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Operations Management  \nAdministration Guide  \nversion 1.25  \nFranchiseOps version 1.198-1.306  \nCopyright © Franchise Cloud Solutions , 2022. All rights reserved.  \nInformation in this document is subject to change without notice. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser's personal use without the written permission of Franchise Cloud Solutions.  \nFranchise Cloud Solutions  \nSydney, NSW  \n1 800 227 881 [www.franchisecloudsolutions.com](www.franchisecloudsolutions.com)  \n[Used with permission:](Used with permission:)  \n® Salesforce, [AppExchange are registered trademarks of salesforce.com. Oracle and Java are registered trademarks of Oracle and/or](AppExchange are registered trademarks of salesforce.com. Oracle and Java are registered trademarks of Oracle and/or) its affiliates.™ [Salesforce Platform is a trademark of salesforce.com](Salesforce Platform is a trademark of salesforce.com), Xero a trademark of Xero Limited, Google Maps a trademark of Google LLC.  \nOther names may be trademarks of their respective owners.  \nThroughout this guide standard page layouts are shown. Your page layouts may look different based on implementation-specific requirements.  \nCONTENTS  \nCHAPTER 1 Getting Started  \nIntroduction  2  \nWhere to start  2  \nUnderstanding data visibility  4  \nCHAPTER 2 Working with Master Franchise  \nProfile Accounts  \nHow to create a master franchise profile account  6  \nCHAPTER 3 Working with Configuration  \nSets  \nSetting up the master franchise profile account configuration set 8  \nHow to configure contract sequence numbering  13  \nHow to configure escalation of customer feedback  15  \nHow to configure contract expiry notifications  16  \nHow to configure job allocation  17  \nHow to configure customer matching criteria  18  \nHow to configure job satisfaction surveys  20  \nHow to configure financial syncing  21  \nCHAPTER 4 Working with Products  \nHow to create a product  24  \nCHAPTER 5 Working with Territories  \nHow to create a master territory  26  \nHow to create a franchise territory  28  \nHow to register the owner and operator of a territory  32  \nHow to split or merge franchise territories  33  \nCHAPTER 6 Working with Users  \nOverview of User Types  38  \nHow to create a user  40  \nHow to configure a user as franchise owner  43  \nHow to configure a user as a franchise employee  48  \nHow to prevent an employee from appearing as a job calendar resource  51  \nCHAPTER 7 Working with Job Allocation  \nConfiguration potential within the job allocation system  55  \nDuplicate job checking rules  55  \nJob eligibility rules  56  \nDistance calculation options  56  \nExclusiveness of territory  56  \nParallel vs. sequential job offers  57  \nQueuing job offers  57  \nThrottling job offers  57  \nRanking rules  58  \nRegional and isolated territories  58  \nJob allocation process  59  \nIntroduction  59  \nHow it works  59  \nStep-by-step  60  \nJob allocation overview  61  \nGeolocation  63  \nTerritory matching  63  \nDuplicate matching  65  \nOwned area assessment  67  \nJob Potential Generation  68  \nJob Potential Eligibility & Ranking  74  \nJob Offer Sequencing  78  \nJob potential ranking  81  \nDistributing job offers  82  \nWhy some franchisees are excluded by max travel distance criteria?  83  \nWhy some franchisees are offered jobs further than their max travel distance  84  \nJob Statuses  85  \nCHAPTER 8 Job Offer Notifications  \nUnderstanding job offer notifications  96  \nHow to configure email templates for two way email  97  \nCHAPTER 9 Working with SMS Reminders  \nUnderstanding SMS Reminders  100  \nRegistering SMS Reminders  100  \nWho reminders are sent to  100  \n","cbCail0UoALQPq8b","https://ap.wps.com/l/cbCail0UoALQPq8b","pdf",54212088,289,"English","# Chapter 1 Getting Started\n## Introduction\n## Where to start\n## Understanding data visibility\n# Chapter 2 Working with Master Franchise\n## Profile Accounts\n## How to create a master franchise profile account\n# Chapter 3 Working with Configuration Sets\n## Setting up the master franchise profile account configuration set\n## Contract sequence numbering\n## Escalation of customer feedback\n## Contract expiry notifications\n## Job allocation\n## Customer matching criteria\n## Job satisfaction surveys\n## Financial syncing\n# Chapter 4 Working with Products\n## How to create a product\n# Chapter 5 Working with Territories\n## How to create a master territory\n## How to create a franchise territory\n## Register the owner and operator of a territory\n## Split or merge franchise territories\n# Chapter 6 Working with Users\n## Overview of User Types\n## How to create a user\n## Configure user as franchise owner\n## Configure user as franchise employee\n## Prevent an employee from appearing as a job calendar resource\n# Chapter 7 Working with Job Allocation\n## Duplicate job checking rules\n## Job eligibility rules\n## Distance calculation options\n## Exclusiveness of territory\n## Parallel vs. sequential job offers\n## Queuing job offers\n## Throttling job offers\n## Ranking rules\n## Job allocation process (Step-by-step)\n## Geolocation and territory matching\n## Job Potential Generation, eligibility, and ranking\n## Job Offer Sequencing and distributing job offers\n## Why exclusions occur by max travel distance\n## Job statuses\n# Chapter 8 Job Offer Notifications\n## Understanding job offer notifications\n## Configure email templates for two way email\n# Chapter 9 Working with SMS Reminders\n## Understanding SMS Reminders\n## Registering SMS Reminders\n## Delivery rules and record generation\n## Configure SMS publishing window and reminder blockout period\n# Chapter 10 Working with Material Price Lists\n## Understanding and creating material price lists\n## Adding materials\n## Importing and updating from a spreadsheet\n# Chapter 11 Working with Xero Integration\n## Understanding Xero integration\n## Exchanged data and timing\n## Connect to Xero\n## Sync records, statuses, attachments, and scope\n## Control historical syncing and manual syncing\n## Prepare franchisee names for Xero sync\n# Chapter 12 Working with Audits\n## Understanding audits\n## Audit resource file and displayed data\n## Add/change audit instruments and configure audit types\n## Handle attachments that are not images\n# Chapter 13 Working with Email\n## Configure organization wide email address\n## Email signature block\n## Edit template headers and footers\n## Create custom, Quote, and Invoice email templates\n## Classic Email Templates and conversion to Lightning\n# Chapter 13 Working with the Job Booking Form\n## How to change job types\n## How to chan","[{\"question\":\"What does this guide cover for setting up FranchiseOps administration?\",\"answer\":\"It covers the end-to-end administration workflow: getting started and data visibility, master franchise profiles, configuration sets, products, territories, user setup, and job allocation rules and processes.\"},{\"question\":\"How does the guide describe the job allocation process?\",\"answer\":\"It explains eligibility and duplicate-checking rules, distance calculation options, territory exclusiveness, offer sequencing, queuing and throttling, and step-by-step allocation including geolocation and territory matching.\"},{\"question\":\"How are notifications and reminders sent to franchisees and users?\",\"answer\":\"The guide details how to configure email templates for two-way email and how to register SMS reminders, including delivery times, publishing windows, and reminder blockout periods.\"}]","Operations Management - Administration Guide - version 1.25 - Chapters | PDF",1790022501,101]