In the event that something goes wrong in your kitchen, it's vital that you understand how Safe Food Pro can help you record and report on these incidents. When an auditor does an inspection, they will also want to know what you did.
There are a few features that work together to give you the tools to manage incidents, accidents, customers complains and staff sickness:
Forms
Tasks (Corrective actions)
Step 1: Complete the form and detail what went wrong
The first step is to complete the right form for the event. Safe Food Pro has default templates you can use out of the box.
Customer Complaint
Incident report
Staff sickness
If you are part of a franchise or group that has created fully customised forms and don't use our default forms, your forms and processes will depend on what you have set up.
While the forms or form names may differ, the process of recording and creating corrective actions is still relevant.
Find and complete one of these forms:
Log into the mobile app
Tap the green + icon in the bottom right-hand corner to open your form library (ad-hoc forms)
Find and tap on the form in the list (or use the search bar)
Complete the form
Step 2: Adding a Corrective Action to the form:
The second step is to create a corrective action so you can record what was done to fix the issue. Safe Food Pro recommends creating the corrective action within the form so there's a clear audit history and link to the original form detailing the issue.
You also have the option to create a standalone corrective action, but this breaks linkage to the original form.
While completing the Form, tap the note icon in the bottom left-hand corner to open a note field
Add the action text to describe what needs to be done
Tap Add a Corrective Action
Follow the prompts to complete the corrective action
A corrective action will then be attached to that form. When exporting your reports, you will be able to have a clear audit-trail of what started that corrective action.
Step 3: Complete the corrective action
Log what was done to amend the issue.
Log into the mobile app
Tap the menu icon in the top left-hand corner
In the menu, tap Tasks (Actions)
Tap on the action (you'll be prompted to find your name and enter your PIN to verify your identity)
Use the notes field to detail what was done
Update the status to "Done"
Note on Corrective Action privacy: if you are an Admin, Manager, or Tablet Manager, you can view any action regardless of whether it's assigned to you or not.
Tablet level staff must be assigned the task in order to view it. They will be blocked from viewing it by an error message.
Step 4: Finding the issues at a glance
If you have added a corrective action to a form/note, you can easily track them down from your Admin Console. This will likely be where you are showing your auditor your paperwork.
Log into the Admin Console
Go to Reports > Completed forms
Change your date range
Search for the form name
Any form with a Corrective action displays a red corrective action icon in the Action(s) column
Click the view icon to open the form. Your Corrective Action and what was done will be stamped at the top of the completed form.