Scheduling a HACCP Workflow Check

Use this option instead of an ad-hoc HACCP check if you want to:

• Track who performed the checks

• Send user notifications before the check begins

• Log results automatically in the daily site reports

Step 1: Create a Workflow

1. From the left hand nav bar, go to Workflows.

2. Go to Manage Workflows then Create Workflow.

3. Select HACCP Workflow.

Step 2: Assign Sites and Users

1. Click Assign.

2. Select the sites where the workflow should run.

3. Select the users responsible for performing the checks.

Step 3: Choose Content

1. Go to the Content tab.

2. Enter a workflow name that makes it clear (e.g., Daily HACCP Kitchen Check).

3. From the list, select the HACCP Workflow/s you wish to schedule

4. Confirm you have chosen the workflow type/s that matches your site needs.

* Note, you will need to ensure the correct products, suppliers and appliances have been added. 

Step 4: Schedule the Workflow

1. Choose whether the workflow should run as a one-off task or on a repeating schedule (e.g., daily, weekly).

2. Remember: HACCP workflows cannot be performed on desktop. They must be scheduled for mobile use.

Step 5: Notifications & Tracking

• Users will receive:

  • A notification when the workflow is due to start.

  • A reminder 30 minutes before the scheduled time.

• Once completed, results are automatically logged in the site’s daily reports.

✅ You’re done! Your HACCP workflow check is now scheduled. Users will be notified and the workflow will be tracked just like a custom workflow.