📂 Menu—MANAGEMENT

On the left side of the dashboard, you will find the Management section, displayed as a vertical navigation menu. By default, each module displays up to seven entries when you open it. If there are more than seven items available, you can also modify the number of displayed entries according to your preferences.

The modules within this section play a critical role in ensuring that your organization meets industry standards and remains prepared for real-world risks.

Together, these tools make the Management Module a vital component of the platform, helping your organization stay compliant, secure, and operationally efficient.

💡This section is only available to the Manager profile💡

The Manage Location section allows managers to organize, update, and configure all company locations within the system. A “location” typically represents a physical site

Within this section, users can:

This centralized section ensures that every location is correctly set up so that data, tasks, and reports flow smoothly throughout the system.

It ensures every site in your organization is properly set up and organized, allowing accurate tracking of activities, clear accountability, and reliable reporting.

From the left-side dashboard menu, click on the Management icon to access the available operational tools.

Within the Management module, choose the subsection Manage a Location.

This opens the page where all existing company locations are listed.

To update an active location, locate it in the list and click the green pen icon beside its name.

This allows you to edit its location name or status.

To delete a location, locate it in the list and click the red trash icon beside its name.

To add a new site, click the purple “Create New Location” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit —your new location is now added to the system.

💡This section is only available to the Manager profile💡

The Manage Location section allows managers to organize, update, and configure all company locations within the system. A “location” typically represents a physical site

Within this section, users can:

This centralized section ensures that every location is correctly set up so that data, tasks, and reports flow smoothly throughout the system.

It ensures every site in your organization is properly set up and organized, allowing accurate tracking of activities, clear accountability, and reliable reporting.

From the left-side dashboard menu, click on the Management icon to access the available operational tools.

Within the Management module, choose the subsection Manage a Location.

This opens the page where all existing company locations are listed.

To update an active location, locate it in the list and click the green pen icon beside its name.

This allows you to edit its location name or status.

To delete a location, locate it in the list and click the red trash icon beside its name.

To add a new site, click the purple “Create New Location” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit —your new location is now added to the system.

💡This section is only available to the Manager profile💡

The Food Fraud section allows organizations to track and manage risks related to economically motivated adulteration across all locations. It provides a structured way to document vulnerable items, assign accountability, and define corrective actions.

Within this section, users can record:

This overview helps ensure food fraud risks are consistently evaluated, documented, and mitigated to protect product integrity and compliance.

It helps identify and control food fraud risks, protecting product integrity, brand trust, and regulatory compliance.

From the left-side dashboard menu, click on the Management section icon to access all food fraud–related tools and records.

Within the Food Fraud module, select Food Fraud to view the list of existing food fraud records for the company.

This opens the page where all food fraud entries are displayed.

To create a new record, click the purple “Create Food Fraud” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit — the food fraud record is now saved in the system.

To update an existing food fraud record, locate it in the list and click the green pen icon beside its name.

This allows you to revise the location, item, status, or corrective actions as needed.

To delete a food fraud record, locate it in the list and click the red trash icon beside its name.

This permanently removes the record from the system.

Click the green “View Checklist” button located at the top left of the page.

This displays the list of food fraud checklist items.

To update an existing food fraud item, click the green pen icon next to the item.

To delete a food fraud item, click the red trash can icon.

Click the purple “Create Food Fraud Items” button.

A form will open where you can:

Once completed, click Submit to save the calibration items.

💡This section is only available to the Manager profile💡

The Mock Crisis Challenge section allows organizations to test and improve their crisis management readiness by simulating real-world incidents. It helps identify gaps in procedures and ensures teams are prepared to respond effectively.

Within this section, users can document:

This structured overview ensures mock crisis exercises lead to actionable improvements and stronger crisis response preparedness.

It strengthens crisis readiness by identifying weaknesses in the response plan and ensuring corrective improvements are made before a real incident occurs.

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

Within the Mock Crisis Challenge module, select Mock Crisis Challenge to view the list of existing mock crisis records.

This opens the page where all mock crisis challenges are displayed.

To create a new mock crisis challenge, click the purple “Create Mock Crisis Challenge” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit — the mock crisis challenge is now saved in the system.

To update an existing record, locate it in the list and click the green pen icon beside its name.

This allows you to revise the location, item, status, corrective actions, crisis plan corrections, or optional comments.

To delete a mock crisis challenge, locate it in the list and click the red trash icon beside its name.

This permanently removes the record from the system.

Click the green “View Checklist” button located at the top left of the page.

This displays the list of mock crisis checklist items.

To update an existing mock crisis item, click the green pen icon next to the item.

To delete a mock crisis item, click the red trash can icon.

Click the purple “Create Mock Crisis Challenge Items” button.

A form will open where you can:

Once completed, click Submit to save the calibration items.

💡This section is only available to the Manager profile💡

The Management Review list documents formal reviews conducted by management to evaluate system performance, discuss key items, and define actions for improvement.

Using the same columns, users can record:

It demonstrates leadership commitment, supports continuous improvement, and ensures compliance with food safety and quality standards.

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

Within the Management module, select Management Review List to view all existing management reviews for the company.

This opens the page where all management reviews are displayed by location.

To create a new management review, click the purple “Create” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit — the management review is now saved in the system.

To view the checklist associated with a management review, locate it in the list and click the green view button beside it.

This opens the checklist items linked to the selected management review.

To add items to a management review checklist, click the purple “Create Management Review Item” button.

You will be prompted to:

Click Submit to add the item to the management review checklist.

💡This section is only available to the Manager profile and Supervisor Profile💡

The Generic Procedures section is organized into the following categories, each containing documented procedures relevant to that area:

These standardized procedures serve as a reference framework that can be applied consistently across locations while supporting operational efficiency.

It ensures uniform practices, reduces operational risk, supports regulatory and audit compliance, and helps employees clearly understand and follow required processes.

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

Within the Management module, select Generic Procedures to access the list of available procedures.

This opens the page where all generic procedures are displayed.

To create a new record, click the purple “Create Generic Procedures” button located at the top left of the page.

A form will appear where you can:

Once completed, click Submit — the generic procedure is now saved in the system.

At the top of the page, use the Location selector to choose the location you want to view procedures for.

The displayed procedures will update based on the selected location.

Use the search bar to quickly find a specific procedure by name or keyword.

As you type, the list dynamically filters to show matching procedures.

Once you locate the desired procedure, click on it to view its details.

This allows users to review standardized procedures relevant to the selected location.

While viewing a procedure, click the Edit button to modify its content.

You can update the procedure details as needed.

Once changes are complete, save to apply the updates.

💡This section is only available to the Manager profile and Supervisor Profile💡

The Manage Inventory section is organized into three key areas that reflect the product lifecycle:

This section centralizes inventory data to support smooth operations and informed decision-making across the supply chain.

It ensures full traceability, minimizes errors and losses, supports food safety and recall readiness, and helps maintain accurate inventory control from receipt to distribution.

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

Within the Management module, select Manage Inventory to access the inventory management dashboard.

This page displays three inventory sections: Incoming Material, Work in Progress, and Finished Material.

Click the left green button (Incoming Material) to view all incoming material records.

Within this section, you can:

Click the middle purple button (Work in Progress) to view materials currently in progress.

This section provides the same functionality as Incoming Material:

Click the right green button (Finished Material) to view all finished material records.

As with the other sections, you can:

💡This section is only available to the Manager profile and Supervisor Profile💡

The Meeting Minutes section is structured to capture all essential details of organizational meetings in a clear and consistent format:

This section centralizes meeting documentation to support clear communication and effective follow-up across the organization.

It promotes accountability, improves communication, supports follow-up on decisions and actions, and provides documented evidence for audits and management oversight.

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

Within the Management module, select Meeting Minutes to view the list of existing meeting records.

This opens the page where all meeting minutes are displayed.

Click the purple button on the left side to create new meeting minutes.

A form will open where you can:

Once completed, click Submit — the meeting minutes are now saved in the system.

To modify an existing meeting record, locate it in the list and click the green pen icon beside it.

This allows you to update the meeting information as needed.

To delete a meeting record, locate it in the list and click the red trash can icon beside it.

This permanently removes the meeting minutes from the system.