Copying HACCP Checklist (i.e., Report) to Child Accounts

• About Copying HACCP Checklists to Child Accounts
  • Prerequisites
• Copying an Individual HACCP Checklist to One or More Child Accounts
• Copying an HACCP Folder and its Checklists to One or More Child Accounts

About Copying HACCP Checklists to Child Accounts

As a parent account, you have the ability to copy HACCP checklists (i.e., reports) to your child accounts. You can either copy individual checklists or you can copy the folder with multiple checklists. 

Prerequisites

Ensure that your Touch Admin account is set up with the child accounts. Reach out to your CSM (Customer Success Manager) or Support if need be. If you are a MealSuite CSM (Customer Success Manager) or Support, see the following internal article to set up a Touch Admin account with child accounts: Adding Secondary Facilities (i..e, Child Account) to a Touch Admin Account (INTERNAL).

Copying an Individual HACCP Checklist to One or More Child Accounts

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab.
3. For the checklist you want to duplicate, click its Action control and select Copy and Transfer (first screenshot below). The Copy and Transfer modal appears (second screenshot below). 
   
   
   
    
4. From the Select Facilities drop-down, select the facility or facilities you want to transfer the checklist to. For each selected facility, the modal refreshes with the Select Folder for [Facility Name] drop-down.
   
   
    
5. For each Select Folder for [Facility Name] drop-down, select the folder you want to transfer the checklist to. If you do not want to select an existing folder, you can select the Auto Create Folder option, which will automatically create a new folder in the child account, taking the existing folder name from the corporate account. 
    
6. Click the Copy and Transfer button. A success message appears stating the the checklist was transferred. 

Copying an HACCP Folder and its Checklists to One or More Child Accounts

1. In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
2. Click the Report Manager tab. 
   
   
    
3. For the folder and its checklists that you want to duplicate, click the Copy and Transfer button.  The Copy and Transfer modal appears.
   
   
    
4. From the Select Facilities drop-down, select the facility or facilities you want to transfer the checklist to. 
   
   
    
5. Click the Copy and Transfer button. A success message appears stating that the folder and its checklists were copied.