Resource information, such as customers or products, are uploaded to the software and turned into drop downs 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 - user can fill out and submit forms
- Reviewer - user can fill out and submit forms as well as review forms, accept and reject/kick back forms to the person who filled them out for further work on the form.
- Admin - user can edit form templates, change user settings and complete other software administration.
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.