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
Open the Safe Food Pro app
Open the menu
Tap Resources
Tap the resource to open it
Tap the three-dot icon
Select Send via message
Choose who to send it to
Add a message
Turn on Require a Signature
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
Open the Safe Food Pro app
Open the menu
Tap Messages
Tap the message
Open the attached resource and read or watch it
Complete the resource
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.
