The Report tab
Beyond scheduled routines, the Report tab lets staff file a one-off report at any time. Pick the type, fill in the form, and submit.
What you can report
The grid shows the same report types as the list in the admin panel, from the same catalogue, so the two never disagree:
Area | Reports |
|---|---|
Food safety | Delivery Check, Temperature Log, Allergen Incident, Pest Control Sighting, and the Cooling, Chilling, Hot Holding and Defrosting checks |
Health & safety | Accident (including near-misses), Incident, Fitness to Work |
Equipment and premises | Maintenance Request, Issue Report |
Customer | Complaint |
Each report belongs to a module. If a module is switched off under Settings > Modules in the admin panel, its reports leave the grid and the quick actions on Home: with Health & safety off there is no accident or fitness to work tile, and with Maintenance off there is no maintenance request. A report type is never hidden because nobody has used it yet.
Filling in a report
Each type asks for the right fields, and depending on the report you can add a photo, a signature, a priority, equipment, or batch items (item, batch number, use-by date). If you get interrupted, your progress is saved so you can come back and finish it.
Use Fitness to Work when someone is off sick: who, the date, their symptoms, how long they stay away and when they are back. Anyone who handles food and has had vomiting or diarrhoea stays off until 48 hours after it stops.
Where reports go
Each submitted report lands in the manager's Inbox to review, and then sits on the Records page for its area in the admin panel: Food Safety > Records for food safety, Health & safety for accidents, incidents and fitness to work, Customer > Records for complaints. A delivery feeds your traceability records, and an out-of-range temperature raises an alert. Reports submit fine offline and upload when you reconnect; see Using Offline Mode.