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📍Generic Procedures

Overview

💡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:

  • Management – Governance, responsibilities, and system oversight
  • Premises – Facility design, maintenance, and environmental controls
  • Transportation – Product handling, storage, and transport conditions
  • Equipment – Equipment use, maintenance, and calibration procedures
  • Personnel – Training, hygiene, and employee responsibilities
  • Sanitation – Cleaning, disinfection, and hygiene practices
  • HACCP – Hazard analysis, critical control points, and monitoring procedures
  • Recall – Product traceability and recall execution procedures

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

Why it matters

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

Step-by-step actions

1 — Open the Management section

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

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2 — Select “Generic Procedures”

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

This opens the page where all generic procedures are displayed.

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3 — Create “Generic Procedures”

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:

  • Add a Manager/Executive Module
  • Add a Supervisor Module
  • Add a Title
  • Select Procedure Categories
  • Add a Description

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

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3 — Select a Location

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.

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4 — Search for a Procedure

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.

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5 — View a Generic Procedure

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.


6 — Edit a Generic Procedure

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.

Manage Inventory

Overview

💡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:

  • Incoming Material – Tracks raw materials and ingredients upon receipt to ensure they meet specifications before use
  • Work in Progress – Monitors materials during production to maintain control and traceability
  • Finished Product – Manages completed products ready for storage, distribution, or shipment

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

Why it matters

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

Step-by-step actions

1 — Open the Management section

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

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2 — Select “Manage Inventory”

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.

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3 — View Incoming Material

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

Within this section, you can:

  • Filter materials by Location
  • Filter materials by Date
  • Modify individual material entries
  • Reset material records as needed
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4 — View Work in Progress

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

This section provides the same functionality as Incoming Material:

  • Filter by Location
  • Filter by Date
  • Modify material entries
  • Reset material records
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5 — View Finished Material

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

As with the other sections, you can:

  • Filter by Location
  • Filter by Date
  • Modify material entries
  • Reset material records

Meeting Minutes

Overview

💡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:

  • Location – Identifies where the meeting took place
  • Time – Records the date and time of the meeting
  • Description – Documents attendance, discussion points, meeting minutes, and meeting objectives
  • Completed By – Identifies the individual responsible for the record

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

Why it matters

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

Step-by-step actions

1 — Open the Management section

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

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2 — Select “Meeting Minutes”

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.

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3 — Create Meeting Minutes

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

A form will open where you can:

  • Select the Location
  • Enter the Objective
  • Complete the Meeting Details
  • Select the Trainees
  • Add Comments (optional)

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

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4 — Modify Meeting Minutes

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.

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5 — Delete Meeting Minutes

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.

 
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