Standards & Audits entry: Process Standards, Forms, SOPs

What this row is

Standards & Audits is a row of three navigation tiles inside the Compliance page. It is not a scoreboard in its own right, it is the on-ramp to three separate surfaces that already exist elsewhere in the product: the Process Standards editor, the full Forms & Audits page, and the network's published SOPs and training programs. Each tile shows a live summary number pulled from that surface, then hands you off to it with one click.

The row exists because of a consolidation. Until 2026-07-11, Process Standards and Forms & Audits lived under their own standalone hub at /standards. That hub folded into Compliance so leadership has one page for the full brand-health story, what the network commits to (standards) sitting right beside how the network is actually doing (compliance, safety, reputation). The old /standards URL now redirects to Compliance. SOPs and training, which never had their own hub page, picked up a home in the same row rather than staying unreachable from the nav.

Where to find it

Open the Compliance band in the HQ sidebar, then click the top-level Compliance entry. That opens hq.verinode.ai/brand-compliance. Standards & Audits is the second row on that page, directly under the Brand health hero and above Safety Incidents. It renders as three double-width tiles side by side: Process Standards, Forms & Audits, and SOPs & Training.

Process Standards tile

What it measures. Process Standards are the target days per milestone transition your network commits every office to (for example, how long an estimate should take once a job is assigned, or how fast a supplement should get a response). HQ sets a target once per transition, and every office's own stage median is graded against it nightly. This tile reads the results of that grading in one number.

States you'll see:

• No standards set. The headline reads "Not set" and the tile's accent is neutral gray. The subtitle reads exactly: "Target days per stage the network commits to. Set standards from the network's own medians; every office is measured against the same bar."
• Standards set, conformance not yet scored. The headline shows the count of standards instead, for example "4 set."
• Standards set and scored. The headline shows the network-wide conformance percentage, for example "82% conformance," the share of graded office checks, across every standardized transition, that came back Met. A small gauge chart sits under the headline, colored by how close the percentage is to the network's conformance bar. The subtitle reads the stage-standard count plus either "N office check(s) missed" when at least one office check came back Missed, or "network on pace" when nothing has slipped.

Tile accent. Gray while no standards exist, green once standards are set and nothing has missed, yellow (amber) once at least one office check has come back Missed.

What clicking it does. Opens the Process Standards editor at /standards/process, where HQ admins type a target-days value per transition (or adopt the network's own current median with one click) and non-admins see the same rows read only. That page also shows its own hero (standards-set count, checks-met count, checks-missed count) and, below it, a grouped list of every registered milestone transition across every process your network tracks.

Forms & Audits tile

What it measures. This tile rolls up every audit form your network runs: surveys, audits, and review programs that franchisees complete or that HQ runs against them.

States you'll see:

• Before an average audit score exists. The headline shows the total form count instead, for example "12 forms."
• Once at least one audit has scored. The headline shows the network's weighted average audit score, for example "84 avg score." The average is weighted by each franchisee's own audit count, so a franchisee with one audit and a 100 score does not outweigh one with ten audits averaging 80.
• The subtitle always reads "{open} open · {unresolved findings} unresolved finding(s)," for example "6 open · 2 unresolved findings."
• A dot-cluster preview shows open forms as dots, with unresolved findings flagged in a different tone, whenever at least one form is open.

Tile accent. Green with zero open audit findings, yellow under five open findings, red (Ember Red) at five or more.

What clicking it does. Opens the full Forms & Audits page at /forms. That page has its own hero and three rows:

• Hero. A total-forms headline, a pill reading how many franchisees have any form activity ("3 franchisees active" or "No activity yet"), a subtitle breaking the total into surveys, audits, and reviews plus how many closed in the last 30 days, and three stats: Response rate (percentage across all active programs), Avg audit score (the same weighted figure as the tile), and Open findings.
• Open Audit Findings. One tile per franchisee with at least one unresolved audit finding, worst-first, showing the finding count and, when available, that franchisee's average audit score. Empty state: "No open audit findings across the network. Findings surface here when a franchisee logs an audit that flagged an item without a remediation date."
• Response Rate. Franchisees whose survey or audit invite response rate has fallen under 50%, worst-first, each tile showing the rate, how many responded out of how many invited, and how many programs are still open for that franchisee. This row only flags a franchisee once they have a meaningful number of invites on record, so a franchisee with just one or two invites out does not get flagged on a thin sample. Empty state: "All active form programs are achieving at least 50% response rate."
• Activity by Franchisee. One tile per franchisee with any form activity, showing their total form count, when they last did anything, and a split of closed-in-30-days versus still-open. Empty state: "Activity will appear as franchisees launch their first survey or audit."

Clicking any franchisee tile on the Forms & Audits page routes to the Location Directory, focused on that franchisee, the same destination every franchisee-level tile across Compliance and Forms uses.

SOPs & Training tile

What it measures. This tile is a plain entry point, not a live count. It always reads the headline "Programs" with the subtitle: "Network-published procedures and training mandates, authored as brand-standard and training programs." Its accent is copper, the platform's neutral navigation color, since there is no health signal to grade here, only a door into the catalog.

What clicking it does. Opens the Programs catalog at /programs?type=brand_standard, the same catalog surface used for vendor-approval, carrier, TPA, cert-mandate, training, safety, and marketing co-op programs, pre-filtered to the Brand standard type.

On that filtered page you'll find:

• A hero reading the count of currently active programs, a pill showing how many are live versus still in draft, and, once at least one program exists, the total approved-party count and total franchisee-enrollment count across the network.
• Active, Drafts, and Sunset rows, each showing one tile per program with its name, a subtitle built from its approved-party count, enrollment count, and how many enrolled franchisees are flagged as on probation, and a meta line showing when it was activated or created.
• If your role is HQ admin, a + New program button in the page header, for drafting a new brand-standard SOP or training mandate directly from this filtered view.

The privacy boundary

Every number behind these three tiles is an aggregate, never a single franchisee's private business data. Process Standards conformance is graded on each office's own stage median from the nightly rollup, never on an individual job. Forms & Audits reads a nightly per-franchisee summary of form counts and scores, never the actual survey responses or audit narratives themselves. Programs reads catalog metadata (status, enrollment counts, party counts), never a franchisee's operational detail.

Franchisee names follow the same identity rule as the rest of the Compliance page and the Network page: in a franchise or association network (independently owned locations), names render as stable anonymized labels. In a single-owner, multi-location network operating under one tax ID, real location names show throughout. Either way, HQ never opens a franchisee's actual job file, invoice, or claim from any of these three surfaces.

How to use it

1. 1Glance at the Process Standards tile first when you want to know whether the network is currently keeping the pace it committed to, not just whether a bar exists.
2. 2Use the Forms & Audits tile's color (green, yellow, red) as a quick read on whether audit findings are piling up anywhere before you open the full page.
3. 3Click through to Process Standards when you need to set a new target, adopt a network median, or check which specific transitions are unscored. Click through to Forms & Audits when you need the per-franchisee findings or response-rate lists. Click through to SOPs & Training when you need to review, activate, or draft the actual procedures and training mandates behind the standards.
4. 4Come back to Compliance's own Safety Incidents, Cert Coverage, and Reputation rows below this one for how the network is doing day to day, separate from what it has committed to.

Data sources

Related help

• /help/hq-compliance: the full Compliance page this row lives on, including the Brand health hero, Safety Incidents, Cert Coverage, Critical Gaps, and Reputation rows around it.
• /help/hq-standards-conformance: the full Met / Near / Missed / Warming up grading system behind the Process Standards tile, and its read-only scoreboard on the Network page.
• /help/network-health: the Network page, where the same conformance data appears as a scoreboard tile and a Conformance tab, alongside Signals, Interventions, and Location Directory.
• /help/hq-certifications: the dedicated certification-credential page, a narrower companion to the cert matrix on Compliance.
• /help/hq-location-directory: where every franchisee-level tile across Compliance and Forms & Audits routes.
• /help/hq-network-privacy-boundary: the full explanation of what HQ can and cannot see across the network.