For franchises
Your operating model is what a franchisee buys. Wikidoc turns it into an operations manual that stays current, training that every franchisee's staff can complete, and a record of who is trained on which version.
The operations manual lives as SOPs and process maps with version history. Change one procedure and every portal shows the current version, with no new PDF to send.
A pre-opening program for the owner and first hires, with a quiz on every module. You see who has passed before launch day.
Staff use the portal with their own email. They read the current procedure, pass the quiz and sign that they've read it. Guests never take a paid seat.
A visit checklist for each location, with required items and a named approver. Each item is timestamped as it is ticked, so the visit report is a record rather than a recollection.
Example
A café franchise with 14 locations changes its allergen procedure. The operations team updates the SOP and its quiz in Wikidoc, and every franchisee portal shows the new version that day. Franchisees ask their staff to pass the quiz and sign that they have read it. Two weeks later, guest activity shows which locations have finished and which have not started, and the field team adds an allergen check to the next round of visit checklists. Nobody reprints a manual or chases replies by email.
Every franchisee works from one current manual, so a customer gets the same standard whichever location they walk into.
New franchisees follow the same pre-opening program, and you can see they're certified before opening day.
A new procedure goes out once, and guest activity shows which locations have picked it up and which still need a nudge.
Visits are timestamped checklists with named sign-off, so a disagreement about what was checked is answered by the record.
Not to read the manual or complete training. Franchisee staff use a portal as guests, and guests never take a seat. Portals are on the Team plan. Anyone who needs to edit content or run checklists in your workspace joins as a member, and members use seats.
Portal guests can view a checklist, but they can't run one. To record a location's daily checks in Wikidoc, add that location's manager as a member of your workspace. You can start with the manual and training in portals and your own field team's visit checklists, and add members later.
Revoke their portal invitations or unpublish their portal, and they lose access. The manual stays in your workspace, and guests can't edit it.
No. Keep the systems that handle royalties, orders, bookings and payments. Wikidoc covers the operating standard around them: how the work is done, who is trained on it, and what was checked.
No. Wikidoc holds your operations manual and the training built from it. What the manual must contain, and how it relates to your franchise agreement or disclosure documents, is a question for your franchise lawyer.
