New on Xenia Mobile App: Above-Store View for Leadership, Regional, and District Managers

Summary 

Projects 

Scores 

Sites 

Gallery

Open the Xenia Mobile App 

Tap the Xenia icon on your phone and log in with your credentials.

Navigate to the DM Home Screen 

Once logged in you will land on the Above-Store View automatically. 

• At the top you will see the region/district selector (e.g., Midwest District) — tap it to switch districts • The five tabs — Summary, Projects, Score, Sites, Gallery — will be visible across the top

■ Note 

Your view is pre-set to your assigned region or district. If your stores are missing, contact your admin to verify your location membership access settings.

View Your Region/District Summary 

On the Summary tab you will see overall completion rates, overdue task counts, and a store-by-store breakdown so you can instantly spot which location needs attention.

Select a Store or Switch between Regions/Districts

Select or switch between any district or store to drill down into district & site-level detail — tasks, projects, and submission history for that specific location. If you have access to more than 1 Region or District, you can switch between multiple hierarchy layers and view the results for that specific region or district.

Select a Store to "drill down" or switch between Districts or Regions::

■ Pro Tip 

Check the Summary tab every morning before 10 AM to confirm all stores have started their daily opening checklists. Any store showing 0% completion by mid-morning should be followed up with immediately.

Open the Projects Tab 

Tap Projects from the tab bar at the top of the DM View screen. 

You will see a date-based overview showing all stores and their project statuses.

Filter by Project Type or Date 

Use the filter options to narrow down by frequency: 

• Daily — morning walks, temperature checks, opening/closing checklists 

• Weekly — flow rates, skimmer checks, weekly audits 

• Monthly — cash audits, monthly compliance checklists

■ Note 

Monthly projects many not appear if your date filter is set to 'Last 30 days'. Set your due date filter to 'Any' if you are not seeing expected projects.

Review Location Scores 

Scores are calculated based on checklist completion and response quality across your stores. • Higher scores indicate consistent, on-time task completion 

• Lower scores flag stores that need attention or follow-up

Open the Sites Tab 

Tap Sites from the tab bar. You will see all store locations in your district.

Tap Into a Store for Drill-Down Detail 

Tap any store name (e.g., Store #1024) to enter that store's individual view. 

Inside you will find four sub-tabs: Projects, Tasks, Reports, and Gallery.

Filter Tasks by Due Date 

Inside any store's Tasks tab, tap the Due Date button to filter by: 

• Today — all tasks due today 

• Any — see all tasks including monthly ones (use this if tasks appear missing) 

• Overdue — only tasks that have been missed 

• Tomorrow / Next 7 Days / Next 30 Days — plan ahead

Filter Tasks by Assignee 

Tap the Assignee button to filter tasks by a specific person, team, or role: 

• Search by name or browse by People, Teams, or Roles 

• Useful when visiting a store and wanting to see only tasks assigned to a specific manager

Use Advanced Filters 

Tap the Filter icon (funnel icon, top right) to access more detailed filter options: 

• Status — Open, In Progress, On Hold, Complete, Missed 

• Project — filter by a specific project name 

• Frequency — Daily, Weekly, Monthly 

• Priority — Critical, High, Normal, Low 

• Category — filter by task category

■ Note 

The filter badge on the funnel icon shows how many filters are currently active (e.g., '3' means 3 filters applied). Tap the funnel icon and clear individual filters or reset all to start fresh.

Open the Gallery Tab 

Tap Gallery from the tab bar. You will see a photo grid of all images submitted across your district in the last 30 days by default.

Filter Gallery Photos 

Tap the Filter icon (top right) to narrow down photos by: 

• Location — see photos from specific stores only 

• Template — filter by the checklist the photo was submitted through 

• Question — filter by the specific checklist question that required the photo

Apply & Save Filters 

Once you have selected your filters, tap Apply & Save to apply them. 

• Your saved filters will persist the next time you open the Gallery tab 

• Tap Clear Filters to reset back to the default view

■ Pro Tip 

Use the Gallery filter with a specific Question (e.g., 'Pump exterior photo') to quickly review all pump condition photos across your district without opening individual submissions. This is especially useful for flagged equipment or cleanliness checks.

■■ Morning (Before 10 AM) 

• Open Xenia and check the Summary tab — confirm all stores have started daily tasks • Review any stores showing 0% or overdue — follow up immediately 

• Check Notifications for overnight flags or missed tasks

■ Midday (Around 1 PM) 

• Go to Sites tab → tap any store showing incomplete tasks 

• Use the Due Date filter set to 'Today' to see morning checklist status 

• Check Gallery tab for any flagged equipment or cleanliness photos

■ End of Day 

• Review Projects tab to confirm all daily projects show completed across stores 

• Check for any open Corrective Actions that are still unresolved 

• Message any store managers with outstanding tasks via Chat