Managing scheduled tasks and accessing historical records are essential aspects of using Safe Food Pro effectively. This article provides guidance on handling tasks that roll over and retrieving past records, ensuring you can maintain accurate documentation and reporting.
Managing Scheduled Forms
Forms That Roll Over: Once a scheduled form has started (e.g., when a day rolls over), it cannot be deleted or canceled. If the task was not intended to run, you can document this by: - Opening the form (in the mobile app) - Selecting an initial response. - Adding an explanatory blue note or comment to indicate that the checklist was not required for that day. This ensures transparency and proper documentation for reporting purposes.
Accessing Historical Records
Impact of Turning Off Scheduled Days: Disabling a scheduled day may hide the associated checklists from the daily view. However, historical records of completed tasks are retained and can still be accessed.
How to View Historical Records: - Navigate to the Reports section in the Admin Console. - Apply filters for the relevant date range to locate the records. Even if the checklists are no longer visible in the daily view, they remain available in the Reports section for review and reporting.
Best Practices for Task Documentation
Always add explanatory blue notes for tasks that were not required to ensure clarity in reporting.
Regularly review the Reports section to verify the availability of historical records, especially after modifying schedules.
By following these guidelines, you can effectively manage your scheduled tasks and maintain access to historical records in SFP, ensuring accurate and transparent documentation.