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What are Resources?

Resource information, such as customers or products, is uploaded to the software and turned into drop-downs or auto-fills to make filling out records faster.

Overview of information required:

Users and Permissions

List the people who will be using the software and the permission you wish to assign to them 

  • Basic Operator - user can fill out pre-assigned tasks
  • Operator - user can start a record or fill out pre-assigned tasks
  • Team Lead - user can assign and manage work for their team
  • Site Admin - user has full access to manage all teams within their site
  • Organization Admin - user has full access to manage all teams across all sites in the Organization 

Customers and Suppliers

The companies that you sell your product to or get supplies from, such as chemicals or packaging. Some companies may be both. 

Equipment

List the equipment that is calibrated or maintained as part of your food safety program e.g. forklifts, scales, utensils or machinery

Locations

List all the locations that are associated with your operations including but not limited to: buildings, rooms within buildings (ie packing room, cooler, bathroom), storage sites or fields. 

Products

Products includes your raw materials, finished goods, work in progress or packaging material. This could include products you grow or manufacture at your operation, or product that you warehouse/transport. 

Chemicals

Chemicals include the list of your cleaning products, food safe chemicals or crop chemicals you use in your operation.