Adding a Resource
Use Resources to save files or URLs containing essential documentation, such as your Food Control Plan or Food Plan, Training Records, Recipes, and more. These resources are accessible through both the mobile app and Admin Console, ensuring your staff always has access to vital information when they need it.
In this Article:
What are Resources used for?
Here's how you can categorise and make the most of your resources:
Company-Wide Resources:
Food Control Plan/Food Plan
Allergen Information
Recipes
Business Layout
User-Specific Resources:
External Training Records
Food Handlers Certificate
Qualifications or Certificates for Training Records
Equipment-Specific Resources:
Equipment Manuals
Service Information
Previous Inspection Details
Adding a Resource
To add a new Resource to the Resource Library:
Navigate to the Resource Library: Open Safe Food Pro, and from the dashboard, go to Resources in the left-side navigation.
Select "Upload File": In the Resource Library, click the Upload File button in the top-right corner.
Choose the Resource Type: You can select to upload either a file (resource), certificate, or weblink.
Complete Resource Details: Once uploaded, fill in the Resource Name, Location, ID Number, Expiry Date, and Assign the Resource to Users, Staff, Equipment, or Suppliers.
Save the Resource: Once the details are complete, click Save to upload the resource to the Resource Library.
Managing Folders and Files
Folders in Safe Food Pro help you organise your resources into logical groupings.
Create a Folder: Navigate to the Resource Library, click the three dot menu, and select Add Folder.
Moving Files Between Folders: Select the resources you want to move and use drag-and-drop or select Move from the bulk actions menu.
Deleting Files or Folders: Click the three-dot menu next to the resource and select Delete.
Filter & Export Resources
To quickly find the resource you need, use the filtering options available in both the mobile app and Admin Console.
Navigate To Resources from the main dashboard.
Use Filters to Narrow Your Search by Type of Resource, Assigned To, File Type, Date, or Certificates.
Apply the Filters. Filters will save for the next time you login.
Exporting Resources
Click the three dot menu, then select Download as CSV to export a CSV list of your resources.
Bulk Uploading Resources
Click "Upload File" from the Resource Library.
Select Multiple Files from your computer.
Assign a single location for all files and set any expiry dates if needed.
Resolve any Naming Conflicts if prompted.
Click Upload to add all files to the Resource Library.