Getting Started with Workflows in Telsen

A quick guide to creating, scheduling and understanding workflows in Telsen.

Workflows help you standardise routine tasks, audits and food-safety checks across your sites.
Before you begin, assign a Workflow Manager - someone responsible for creating and maintaining your workflows.

1. Creating a Custom Workflow

Desktop: Workflows → Manage Workflows → Create Workflow

Add the essentials:

• Name - clear and descriptive

• Description - optional guidance for your team

• Sections & Questions - choose from:

  • Text Field

  • Yes/No

  • Scored (ideal for audits)

  • Table

  • Attachment (photos/files)

Custom workflows are ideal for:

• Daily operational checks

• Cleaning and safety routines

• Maintenance tasks

• Audits and scored assessments

2. Scheduling Your Workflow

Choose when and how the workflow appears:

• One-off – a specific date/time

• Repeat – daily, weekly, monthly

• Open Window – must be completed between two dates

• Ad Hoc – triggered manually as needed

Assign to:

• Sites – where the workflow should appear

• Users – who should complete it

• Tip: Use All Users to automatically include new staff in future.

3. HACCP Workflows

HACCP workflows are designed specifically for food-safety compliance.

Key features:

• No fixed scheduling - checks appear when required

• Completed via mobile app 

• Supports probe-based or manual temperature logging

Use HACCP for:

• Cooking / Cooling / Reheating checks

• Delivery checks

• High-risk food handling

• Corrective actions

4. Custom vs HACCP 

5. Final Step

When ready:

• Click Publish → your workflow goes live

• Or Save as Draft → return and finish later

Your workflows will now appear for the correct sites and users based on your schedule.