Checklists and food safety

Staff complete checklists under Team, then Checklists. Managers build them, and read the daily log, on its Food safety tab.

Build a checklist

On Food safety, open the Checklists tab and press "New checklist". Give it a Name, a Type (Opening, Temperatures, Closing or Other), a Branch or all branches, and how many "Times a day" it is done. "Due by" is optional: after that time the checklist shows as Overdue. Untick "In use" to pause it; it then shows as Paused and its log stays.

Add the items

Press "Add item" for each check and choose the Answer: Tick, Reading, Text or Photo. A Reading takes a Min, a Max and a Unit, for example a fridge between 0 and 5 degrees. Mark an item Required or Optional, then press "Save checklist".

Complete it on the floor

Staff open Checklists and see today's checks, with "Due by" times and how many are done. They press Start, answer each item, add a Note or a photo if needed, and press "Sign and save". It is signed with their name and the time they save. A reading outside the safe range shows "Outside" the range and managers are told. "Do again" lets a check be repeated through the day.

Keep the daily log

On Food safety, the "Daily log" tab lists every completed checklist for the Day you pick, who signed it and when, and how many readings were out of range. Press "Download CSV" for a file, or "Print or save as PDF" for paper to show an inspector.

Set up from the floor

If nothing exists yet, the Checklists page offers "Set up checklists" to people who may manage them.