What routines are
Routines are the recurring checklists that appear in your staff's app: opening checks, closing procedures, cleaning schedules, temperature monitoring, and anything else you want done on a schedule. Each routine has a category, a set of checklist items, a schedule, and an assignment.
Routine categories
A category groups your routines and gives each one a sensible icon and colour. The built-in categories are below, and you can add your own.
Category | Typical use |
|---|---|
Opening | Start-of-day setup and safety checks |
Closing | End-of-day shutdown and lock-up checks |
Temperature | Fridge, freezer, cooking, and hot-holding monitoring |
Cleaning | Cleaning schedules and clean-as-you-go checks |
Fire Safety | Alarm tests, extinguisher checks, and drills |
Maintenance | Routine equipment and premises checks |
Pest Control | Bait station and proofing checks |
Training | Learning tasks staff complete (see completion modes below) |
Induction | New-starter onboarding steps |
Creating a routine
Go to Routines and click Create New Routine
Name it and choose a category
Add your checklist items, choosing a field type for each
Set the schedule and the assignment
Save
Field types
Every checklist item has a field type that decides what staff enter and how it is checked. There are sixteen, split into general fields and temperature fields.
General fields
Field type | What staff enter |
|---|---|
Checkbox (Yes/No) | A simple done or not done |
Text Input | A short line of text |
Text Area | Longer notes or a description |
Number | A numeric value |
Count | A tally, for example stock quantity |
Dropdown Select | A choice from a list you define |
Time | A time, for example when something was done |
Photo Upload | Photo evidence taken on the device |
Signature | A signature captured on completion |
Sound Level (dB) | A decibel reading for noise monitoring |
Temperature fields
Temperature fields carry the relevant food safety limits, so an out-of-range reading is flagged and raises an alert automatically. Choose the one that matches the check.
Field type | Use it for | Typical target |
|---|---|---|
Fridge / Freezer Temperatures | Chilled and frozen storage | Fridge 0 to 5°C, freezer -18°C or below |
Delivery Check | Temperature of stock at goods-in | Chilled 8°C or below, frozen -18°C |
Cooking and Reheating | Core temperature when cooking or reheating | 75°C core, or 70°C for 2 minutes |
Hot Holding | Food held hot for service | 63°C or above |
Chilling Times and Temperatures | Cooling cooked food down safely | Into the fridge quickly, within your set time |
Probe Calibration | Checking a probe reads accurately | 0°C in iced water, 100°C in boiling water |
Smart fields
A few things make these fields more than a paper form:
Equipment linking: link a temperature field to a specific fridge or freezer from your Equipment list, so the reading is tied to that unit and the right limit is applied.
Conditional logic: show a follow-up item only when it is needed, for example asking for a corrective action only when a reading is out of range.
Automatic flagging: an out-of-range temperature is marked high priority and raises an alert without anyone having to notice it.
Scheduling
Set how often a routine appears:
Frequency | When it appears |
|---|---|
Daily | Every day, or only on chosen days of the week |
Weekly | On the weekdays you select |
Monthly | On chosen days of the month |
Quarterly | On chosen months and days |
Yearly | On a chosen date each year |
Hourly | At a repeating interval through the day |
You can also set a start and end window and more than one time per day, so a check can be due, for example, at open, mid-service, and close.
Example: If different cleaning jobs happen on different days, create a separate routine for each day rather than one long list, so staff only see what is actually due.
Completion modes and quick tasks
Most routines simply recur on their schedule. Training and induction routines have two extra completion modes:
Recurring: the normal scheduled routine that repeats (the default).
One-time completion: staff complete it once and it is permanently tracked, used for an induction step.
Recertification required: it must be redone periodically, for example yearly refresher training.
A quick task is different again: a one-off job you raise on the spot rather than a scheduled routine, useful for a "do this now" instruction to a person or location.
Assigning routines
Assign to | Who sees it |
|---|---|
A location | Anyone who checks in there, ideal when shifts rotate |
A staff group | Everyone in that group, such as Kitchen |
Specific people or managers | Only the named individuals |
Changing or unassigning later
Assignments are not fixed at creation. Open the routine from Routines, edit the assigned locations, groups, or people, and click Save changes. To unassign, remove the relevant target and save.
If a routine appears twice
The usual cause is overlapping assignment, for example to a location and to a group the same person belongs to, which makes it show up once for each. Open the routine, check the assignments, and remove the overlap. If duplicates persist after that, contact support.