What are Custom Workflows?

Created by Telsen Support, Modified on Tue, 2 Dec, 2025 at 4:39 PM by Telsen Support

Custom Workflows allow you to build and schedule your own compliance, operational, and audit checks in Telsen. Unlike HACCP workflows, which follow a strict food-safety structure, Custom Workflows give you full flexibility to design checks for any part of your business.


They can be used for daily tasks, audits, maintenance, brand standards, opening/closing procedures, cleaning checks and more.


How Custom Workflows Differ From HACCP Workflows


FeatureCustom WorkflowsHACCP Workflows
PurposeFully flexible for any operational checksSpecifically designed for food safety compliance
CustomisationBuild your own questions, scoring, and structureFixed structure based on HACCP requirements
SchedulingOne-off, recurring, or ad-hocOne-off, recurring, or ad-hoc
ScoringOptional scoring for audits and inspectionsNA
Users Completing ThemAny assigned team memberAny assigned team member
ReportsSite ReportSite Report, HACCP Report



Key Features of Custom Workflows

✔ Fully Customisable

Create your own:

  • Sections

  • Questions

  • Answer types

  • Scored or unscored items

  • Attachments (photos, files)

  • Tables for structured checks

This means you can replicate any existing paper process or create new digital procedures.


See how to create your own workflow here. 


✔ Flexible Scheduling

Schedule workflows to fit your business needs:

  • One-off: For temporary or single events

  • Recurring: Daily, weekly, monthly, quarterly

  • Ad hoc: Triggered manually whenever needed

Ad hoc is especially useful for:

  • Incident reports

  • Customer complaints

  • Food poisoning logs

  • Maintenance issues

  • Mystery shopper or manager audits


✔ Assign to Sites & Users

You control who completes each workflow:

  • Assign to individual team members

  • Assign to whole sites

  • Assign to departments or roles

  • Use “All Users” so future staff automatically gain access

Team members receive alerts when a workflow starts and before it becomes due.


✔ Real-Time Reporting & Scoring

All completed workflows feed into your reporting dashboards, helping you:

  • Track compliance trends

  • Compare performance across sites

  • Identify recurring issues

  • See where corrective actions are required

  • Monitor audit scores

This is especially useful for multi-site businesses.


Summary

Custom Workflows allow you to digitise and automate any operational process in your business, giving you flexibility that HACCP workflows don’t offer. They are ideal for multi-site hospitality teams looking to create consistent standards, improve accountability, and centralise reporting across all locations.

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