Scheduling a HACCP workflow (Part 1)

Follow this guide to build and manage HACCP workflows.

1. Start a New HACCP Workflow

Workflows → Create Workflow → HACCP

1. Choose HACCP as your workflow type.

2. Select the site that this workflow belongs to.

2. Select Your HACCP workflows 

After choosing the site:

1. You’ll see a list of HACCP workflow templates available to your company.

2. Tick the workflows you want to include (e.g. Cooking Checks, Delivery Checks).

Important:

If a HACCP workflow has been turned off in Company Settings, it will not appear here and cannot be assigned.

To enable/disable HACCP templates:

Settings → HACCP Templates 

3. Schedule the Workflow

1. Schedule it:

   • Scheduled: set a frequency (daily, weekly, or a specific time). The workflow will appear in the team’s daily tasks automatically.

Note, you can mix scheduled and ad-hoc HACCP workflows across different sites.

4. Save and Publish

Your team will see:

• The scheduled workflows in their task list at the set times.

• Adhoc HACCP workflows are still available to launch at any time from the mobile app.