WrapUp

The shift tool for your team, on an iPad or phone

WrapUp is what your team opens during a shift. Everything is saved as you go, and it follows your Location, so you always log to the right place.

Opening WrapUp

Pick your Location and your day

Who can use this: anyone whose role includes WrapUp. It follows your Home Store: with a Home Store you work in that Location only. Without one you choose from your Assigned Locations, and with neither you see "No Home Store Set".

Open WrapUp from your home-screen icon, or from My Apps on a computer.
If you have no Home Store, tap Select store at the top and choose your Location.
Use the row of days (Mo to Su) and the arrows to move to another day. Tap the date to pick one from a calendar.
Use the bar at the bottom to move between Logbook, Submit Invoice, Submit Reviews, Food Safety Log, Cleaning Schedule and History. You only see the ones your role includes.

Heads upOnly today can be changed. Past days open to view, not to edit. Evening items open at 4 PM and morning items close at 6 PM, in your Location's time zone.

The Logbook

Your daily record, shift by shift

Who can use this: anyone with WrapUp access. Fields you can't change for the day are shown as plain text.

The top of the Logbook shows tiles for Sales, Labor, Food Safety and Guest Satisfaction, with the Location's weather beside the date. Under them:

Journal

A Morning tab and an Evening tab. Tick each checklist item as you finish it. The HACCP log item ticks itself once the food safety log is done.

How was the shift?

Pick a rating from Great shift to Terrible shift.

Notes

What happened, Customer escalations and Shift handoff: a few lines for the next manager.

Deployment

The morning and evening manager, the staff on shift, and scheduling notes.

To add staff, tap + Add Employee and enter a name, shift time and station. If your organization has connected Toast scheduling, the staff list fills in for you and you only add each person's station.

Best practiceWrite the handoff last, as you close out. The next manager reads it before anything else, and Bash's Discounts page shows the manager on duty from here.

Submit Invoice and Reviews

Record paperwork at the store

Who can use this: anyone whose role includes the Invoices or Reviews permission. Each one is a separate permission.

1Submit an invoice

Tap Submit Invoice. It says which Location it will log to.
Enter the date, the vendor and the GL account (COGS Food, COGS Alcohol, COGS NA Beverage or COGS Paper Packaging Supplies).
Enter the invoice total. If you track it, add the amount for each category, such as Dairy, Produce or Protein.
Tap Submit. You see "Saved".

2Submit reviews

Tap Submit Reviews.
Choose the source (Google, Yelp, DoorDash, Uber Eats, Grubhub or Unspecified) and the date.
Enter how many 5, 4, 3, 2 and 1 star reviews came in, then tap Submit.

Both show up in Bash. Invoices appear in Purchasing and reviews in Reviews.

Food Safety Log

A morning and an evening check

Who can use this: anyone whose role includes the Food Safety Log. Starting an entry needs Can Add Entry and changing a saved one needs Can Edit Entry.

Tap Food Safety Log. You see a card for Morning and one for Evening.
Tap Click here to get started on the shift you are doing.
Enter the Food Safety Manager on duty, then work down the checklist: certifications, employee health, handwashing, sanitation, storage, and thawing and cooling. Answer Yes or No, or type a temperature or reading when asked.
Under Ingredient Readings, enter the temperature or quality check for each ingredient your administrator set up.
Tap Save to stay on the entry, or Save & Return to go back.

Below the cards, 30 Day History lists every entry with who submitted it, its Completion % and its Compliance %.

Completion %

How much of the checklist you answered. A skipped question lowers it.

Compliance %

How much of the checklist passed. A blank answer counts as not passed.

Heads upIf you see "No ingredients configured yet", an administrator needs to add them in BashKPI Hub under HACCP. Evening opens at 4 PM and morning closes at 6 PM, and neither can be changed after the day ends, even by an administrator.

Cleaning Schedule

Today's tasks, with proof

Who can use this: anyone whose role includes the Cleaning Schedule. Marking a task needs Can Complete Task and photos need Can Attach/Remove Photo.

Your Location's cleaning tasks are split into AM and PM. The badge at the top shows how many are done. Use the search box to find a task, a station or a person.

Tap a task.
Enter who did it in Assignee. Recent names are offered to save typing.
Set Completed to Yes. Add a Note if there is something to say.
To add proof, use Photo Attachment to take or choose a photo. To take one away, choose Remove photo.
Tap Save.

Heads upPhotos must be PNG or JPEG and up to 8 MB. Only today's tasks can be marked. On other dates you see "The cleaning schedule for this date is currently closed" or "not yet available". Administrators set up the task list in BashKPI Hub under Cleaning Schedule.

History

Look back at past days

Who can use this: anyone whose role includes History. You see the Locations you have access to.

Pick a day, then choose a tab. Select a row to open its details.

Logbook: each Location's sales, morning and evening manager, shift ratings, weather and completion, plus the week-to-date completion.
Cleaning Logs: completion by Location. Open a row to see each task, who did it and any photo.
HACCP: morning and evening completion by Location. Open a row to see every answer.
Reports: not available yet.

Fixing a Mistake

What you can change, and until when

Today: change the field and tap away, or tap Save. The Logbook saves as you leave each field.
An invoice or review you already submitted: someone with Can Edit for it fixes it in Bash. They open Purchasing for invoices or Reviews for review counts, then choose Edit beside the entry.
A past day: past days can't be edited in WrapUp. Tell your manager so they can note it in the handoff.

What You Can Do

Set by your role

WrapUp follows your role, your Assigned Locations and your Home Store. If a button in the bottom bar is missing, your role doesn't include it. If WrapUp says "Access Restricted", ask your administrator. See why something might be missing. Administrators control WrapUp in BashKPI Hub: roles under Roles, people and Home Stores under Users, and the checks themselves under HACCP, Cleaning Schedule and Journal. Read the BashKPI Hub guide.

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