Franchise issue & incident management template
Report unit incidents, automate ticket assignment, and track resolution across your network with a customizable e-form and workflow.
A clear process for reporting and resolving incidents
When an issue arises, your franchisees should know exactly how to respond.
Our issue and incident management template acts as their first port of call. This customizable e-form captures every operational issue - whether it's a POS outage, maintenance problem, or customer complaint - and automatically routes it to the right team for escalation.
There's no buried emails, fragmented WhatsApp chains, or unanswered calls. Just one simple, centralized system to submit, track, and resolve issues at speed.
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1. Report the issue
Franchisees fill in a simple, standardized form with their location, issue type (e.g. a stock shortage), and name. They can also provide contextual detail and evidence to support the ticket.
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2. Automate assignment
The system directs the ticket to the right department and notifies team members automatically. It then runs through a series of customizable workflow statuses, triggers, and SLA timers.
3. Get a clear overview
Franchisors can access a clear overview of every issue raised in their network, with the option to filter the list based on franchisee, status, issue type, and staff member.
4. Review and track
Use the native incident reporting data to proactively support franchisees, pinpoint reoccurring patterns, and prevent smaller issues from snowballing into larger problems.
We provide the template, you customize it.
Our incident reporting and issue management template comprises a fully configurable e-form and automated workflow, making it suitable for any franchise or business model.
Use our no-code interface to customize:
- Form fields and issue categories
- Status types
- Workflow logic and routing
- Service-level agreement (SLA) timers
- Conditions and triggers for escalating tickets
- Notifications and reminders
- User permissions and ticket list visibility rules
Are we the
right fit?
Schedule a 10-minute intro to see if
Claromentis is a good fit for your franchise network.
Trusted by 100,000+ users worldwide
Enable franchisees with a hub full of resources
Harness our feature-rich franchise management software to bolster your issue management efforts and ensure franchisees respond quickly, calmly, and compliantly to every incident.
- Store your operations manual in an accessible, AI-powered policy management application
- Build a knowledge base of SOPs and incident response best practices
- Create collaborative franchisee discussion forums for sharing advice and lessons learned
- Deliver incident reporting and management training via our integrated LMS
Part of our franchise operations process pack
Our incident management workflow is included in the full Claromentis franchise operations process pack.
This pack contains a range of configurable templates, designed to simplify franchise management and boost operational efficiency.
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Coming soon: Organizations
Our customizable issue and incident management template will integrate with our upcoming application, Organizations.
You'll be able to access a data-rich dashboard for each unit in your system, displaying:
- News updates
- Contact details
- Policy acceptance metrics
- Training completions
- Royalty and fee submission data
- Incident reports and resolutions
- And more
Benefits of our incident reporting system
Eliminate manual routing
Bring an end to unstandardized reporting, incessant telephone calls, and frantic emails sent to the wrong department. Our franchisee ticketing system provides one point of access for every incident. The result? Consistent reporting, tracking, and resolution.
Speed-up incident resolution
Hold teams accountable
Our incident reporting, tracking, and management process increases transparency and accountability. You can see exactly when an issue is raised and how long it takes to resolve it. Breached SLAs can indicate bottlenecks in your processes or departments, which you can then target and fix.
Enable your franchisees
Auditable and compliant
Get a clear picture of which units are complying with SOPs and regulations (and which aren't). This data is helpful for refining your compliance, internal communications, and training efforts.
You can also export data from the issue management dashboard for use in field inspections and external audits. With concrete evidence to hand, you can prove compliance quickly and painlessly.
“Claromentis’s simple to use set of tools allows us to create a great looking intranet for our franchisees while giving them access to powerful tools for training and learning. The extensive permissions system allows us to control user access and enable franchisees to control their own sub-users and content creation areas. Customer support during the onboarding has been very fast and the online training has been invaluable.”
“Claromentis is a very good platform and we are very excited to use it for our 'Winkworth Hub'.”
“We are pleased to provide our valued franchise partners with secure and personalized access to the Viterma Intranet powered by Claromentis. This platform is designed exclusively for authorized users to facilitate seamless communication, collaboration, and access to essential resources within our franchise network.”
E-form and Workflow
Customize our incident reporting e-form and automated workflow using our intuitive no-code platform.
Notifications
User Permissions
Control which issues and workflow statuses your franchisees can see with granular user permissions.
Audit Trail
The data gathered can be used for unit inspections, external audits, and other compliance protocols.
Franchise training and onboarding
Streamline franchisee onboarding, improve network compliance, deliver health and safety training, and more.
Franchise operations management
Automate repeatable processes, ensure seamless internal and external audits, and keep track of unit performance.
Franchise compliance
Distribute policies and enforce acceptance, safeguard your sensitive data, and improve regulatory understanding.
Franchise intranet and communications
Centralize communications, create one source of truth for documents and assets, and boost franchisee engagement.
Get a software overview.
Ready to see it in action?
Book a personalized demo of our franchise management software and configurable issue management template today.
