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Requesting a signature on a resource (SFP 5.1)

Send a resource as a message from the Safe Food Pro app and require the recipient to sign it when they complete it.

For: All Users

When you update a procedure or document, such as your allergen matrix or a new cleaning procedure, you often need proof that your team has read it. Send the resource as a message with a signature required, and the signature is saved with their completion.

Send a resource and require a signature

  1. Open the Safe Food Pro app

  2. Open the menu

  3. Tap Resources

  4. Tap the resource to open it

  5. Tap the three-dot icon

  6. Select Send via message

  7. Choose who to send it to

  8. Add a message

  9. Turn on Require a Signature

  10. Tap Send

Note: You can send to any Staff Record, including people without a login. Users appear in the list too, because every User also has a Staff Record.

Note: Resources can only be sent from the Safe Food Pro app, not the Admin Console.

Sign a resource you've been sent

  1. Open the Safe Food Pro app

  2. Open the menu

  3. Tap Messages

  4. Tap the message

  5. Open the attached resource and read or watch it

  6. Complete the resource

  7. Add your signature when prompted

Note: On a shared tablet, Messages shows every message sent to anyone in your account, so look for the one addressed to you.

The signature is part of completing the resource, so it's saved with the completion record.

Note: To make reading and signing a resource part of someone's training, with reminders and expiry dates, use a Review Resource Activity in Training instead. See Activity types and what they do.

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