Steps for franchise record review
- 01
Search the franchise list by location name or another profile detail.
- 02
Open the franchise and confirm the organization shown in the header.
- 03
Review the profile and the franchise’s current reports, invoices, documents and services.
- 04
Open the part of the franchise where the next task lives.
What the finished work leaves you with
A confirmed franchise record: the right location, its current status, and the page that holds the next task.
What to do when the review finds a problem
Search returns more than one possible match
Confirm which record is right before you open anything else.
You have selected one record
Check that you are in the right organization and franchise before reviewing or changing anything.
The record links to reporting, billing, documents, services, or team pages
Do the next task on that page instead of copying the status into a separate tracker.
The record does not show the action you need
Note what is missing and who should follow up.
A common mistake to avoid
Acting on a familiar franchise name before confirming the location and organization.
Franchise location record review checklist
Use this checklist when your work starts from a franchise record. It confirms you have the right franchise in the right organization, checks the record’s status, and notes which page handles the next task, so a familiar name is never taken as proof you have the right record.
Before you start
- Have a distinct location name, franchise code, or address ready to search for.
- Confirm which organization you should be in and what you expect to have access to.
- Decide which page should handle the next task: reporting, billing, documents, or team.
When a franchise record is duplicated or hard to find
Every sales report, invoice, and document hangs off a franchise record, so an unclear match is a reason to stop. Confirm the location and whether it is active before you work on its reports, billing, documents, or team.
Search returns two records that look like the same location.
Check first
- Compare the address, location name, and record ID on both results.
- Check which record has current sales reports, invoices, documents, or team members.
- Confirm whether one record is a relocation, a rebrand, or a separate unit.
Next action
Stop work on both until the owner picks the correct record. Keep the history on the duplicate, note which record was chosen, and leave any merge or closure to whoever owns franchise records.
Confirm the result
Someone can name the one active record for the location and explain what happened to the other.
The record opens for the wrong location.
Check first
- Read the franchise name and location on the record before opening its reports or billing.
- Compare the location with the original request, the address, and the assigned owner.
- Check whether a franchise with a similar name exists in another region.
Next action
Go back to the search results and pick the record that matches the request. If you cannot see the right record, ask an admin to fix your access rather than copying data into the wrong one.
Confirm the result
The record you are working in shows the right location, record ID, and status.
A location shows as active in one place and inactive in another.
Check first
- Compare when each status was last changed instead of trusting a list label.
- Check for a transfer, closure, or reopening that could explain the difference.
- Confirm whether reporting and billing should continue in the location’s current status.
Next action
Treat the status as unknown until the owner confirms it. Pause new work if the status affects billing or reporting, and note the change that should bring the two views back in line.
Confirm the result
The record and its related pages show the same status, or the difference has an owner and a dated follow-up.
The record is missing its reporting or billing section.
Check first
- Confirm you are looking at the right franchise record.
- Check whether your role, the franchise status, or unfinished setup is hiding it.
- Compare it with another active franchise set up the same way to find what is missing.
Next action
Note what is missing and send it to whoever owns that setup. Do not create a second record or paste status into notes as a substitute.
Confirm the result
The record links to the expected section, or notes why it is unavailable and who will fix it.
When you need to hand it on
- Include both record IDs, the location details, status change dates, and the search filters you used.
- Do not merge, close, or transfer a record until the owner confirms which history must be kept.
- Name the sales reports or invoices that would be affected by choosing the wrong record.
Link to the record instead of copying passwords or unrelated personal details into your note.
A situation to work through
Two franchise locations have similar names in the directory. The reviewer checks the address and organization before opening a record or following its reporting and document links.
Confirm you have the right location and organization before using the record’s linked pages.
This is a planning example, not a customer result.
Where do teams find everything about one franchise?
Search the franchise list, open the right franchise and check you are in the right organization. From there, its reports, invoices, billing, documents, services and team are one click away.
Put the workflow into practice
In Granite, each franchise has one workspace with its profile, sales reports, invoices, billing, documents and team.
Set it up in Granite with your own franchises, reporting periods and billing rules.