Creating, Editing, Deleting HACCP Compliance Checklists

• About HACCP Compliance Checklists in Touch
• Creating an HACCP Compliance Checklist (i.e., Report)
  • Creating Corrective Action Options 
• Opening an HACCP Checklist (i.e., Report)
• Sorting an HACCP Checklist
• Duplicating an HACCP Compliance Checklist
• Deleting an HACCP Compliance Checklist 
• Moving HACCP Compliance Checklist to Another Folder
• MealSuite Support Only: Selecting the Default Temperature Type for an Account. 
• FAQs
  • Is there a way to add an alert or notification for HACCP checklists?
  • Can an HACCP report (i.e., compliance checklist) exist in more than one folder (i.e., same checklist in multiple folders)?

About HACCP Compliance Checklists in Touch

You can create custom HACCP compliance checklists in Touch that allow staff to input responses to questions about food safety protocols as per HACCP.

The Touch screenshot below is an example of the format of the checklist, showing the different input type controls (e.g., text field, check box, drop-down, etc.) available for a question (right-click image to open and expand in new tab). 

In addition, for each question, there is the ability for the user to select if corrective action was taken via the Log Corrective Action check box. When the checkbox is selected the Corrective Action field appears. When that field is clicked, the Select a Corrective Action pop-up appear for you to select the corrective action.

Creating an HACCP Compliance Checklist (i.e., Report)

HACCP compliance checklists, also known as HACCP reports, are created in the Core system. To create an HACCP checklist, complete the following steps. 

1. From the left navigation sidebar, select HACCP > Report Manager. The Report Manager screen appears. 
   
   
    
2. Any report (i.e., checklist) that you create will need to be stored in a folder for organizational purposes:
   • If a folder already exists for you to store your new report, then proceed to step 3. 
   • If a folder does not exist, or if a new folder needs to be created that is appropriate for your new report, then click the Create New Folder button. The Create New Folder slide-out panel appears (first screenshot below). Enter the name of the folder and click the Create button to create the folder. The slide-out panel closes and the newly-created folder is displayed (second screenshot below). Then proceed to step 3. 
     
     
     
     
      
3. With the folder available to store the report in, click the New Report button. The Create Template slide-out panel appears. 
   
   
    
4. In the Report Name field, enter a name for the report. 
5. In the Report Folder drop-down, select a folder to store the report. 
6. If the report is to be completed by staff by a certain time each day, then complete the following steps:
   1. Select the Require daily completion check box check box. The screen refreshes the the Complete By control.
      
      
       
   2. Click into the Complete by control and select the time and click OK to save the time. 
      
      
       
7. Your report will be organized into sections. Click the Add Section button, the screen refreshes accordingly with the Section Title field (screenshot below). Enter a name for the section in the Section Title field.  
   
   
    
8. You enter questions into a section. To add a question to a section, click its Add Question button. The screen refreshes with a Question field and a Question type field. 
   
   
    
9. In the Question field, type the question. For example, "Time meal was delivered?".
10. In the adjacent Question type drop-down, select the data type of the questions, which determines the type of input control the user interacts with when answering the question in Touch. The following data types are available:
    • String - the Touch input control is a string type field, which allows 100 characters
    • Text - the Touch input control is a text type field, which allows unlimited characters.
    • Checkbox - the Touch input control is a check box. 
    • Select - the Touch input control is a drop-down with options to select from. 
    • Boolean - the Touch input control is a true/false slider. 
    • Number - the Touch input control is a number type field, allowing only numbers to be entered. 
    • Date - the Touch input control is a date type field, allowing a date to be entered via a pop-up calendar function. 
    • Time - the Touch input control is a time type field, allowing a time to be entered via a pop-up time function. 
    • Temperature - the Touch input control is a temperature field, allowing a number to be entered. and the option of selecting C or F as the temperature type. Note that by default, the temperature type will be automatically selected based on the geographic location of your Touch app account (F for USA and C for Canada). If needed, the default temperature type can be changed for your Touch app account; please reach out to MealSuite Support to do so. If you are MealSuite Support, see the steps below for changing the default temperature type for the account: MealSuite Support Only: Selecting the Default Temperature Type for an Account. 
    • Signature - a digital signature form is added to the list, which becomes enabled once all other questions are answered on the list. When the user digitally signs the checklist, it will also be timestamped. 
11. The Touch screenshot below is an example of the input controls based on each data type (right-click image to expand in new tab).
    
    
     
12. Add any remaining questions to sections as needed.
13. When finished, click the Save Report button. You are returned to the Report Manager screen, where the newly-created report is listed in its assigned folder. 

Creating Corrective Action Options

For each question, there is the ability for the user to select if corrective action was taken via the Log Corrective Action check box. When the checkbox is selected the Corrective Action field appears. When that field is clicked, the Select a Corrective Action pop-up appear for you to select the corrective action.

These corrective action types are created by you in the Core system. To do so, complete the following steps:

1. From the left navigation sidebar, select HACCP > Corrective Actions. The Corrective Actions screen appears.  
   
   
    
2. Click the Add Corrective Action button. The Corrective Action slide-out panel appears. 
   
   
    
3. In the Name field enter a name for the corrective action.
4. Click the Add Corrective Action button. You are returned to the main screen where the newly-added corrective action is listed.

Opening an HACCP Checklist (i.e., Report)

To open an HACCP checklist (i.e., report) to edit it, complete the following steps:

1. From the left navigation sidebar, select HACCP > Report Manager. The Report Manager screen appears.
2. For the checklist (i.e., report) you want to open, expand its section (if not already open). In the Actions column on the right side, click the ellipsis and select Edit (first screenshot below). The Edit Template screen appears (second screenshot below). 
   
   
   
   
    
3. Rather than repeat the instructions here on editing a report, the same details can be found above in the Creating an HACCP Compliance Checklist topic (start at step 4). 

Sorting an HACCP Checklist

An HACCP checklist can be sorted by the following components:

• The sections can be sorted into the desired order.
• The questions in each section can be sorted in the desired order.
• Multiple choice answers or selections in a question can be sorted in the desired order. 

You can sort a component by clicking its up or down arrows to the appropriate spot in the order. 

Duplicating an HACCP Compliance Checklist

Rather than creating an HACCP compliance checklist from scratch, you can duplicate an existing HACCP compliance checklist and make appropriate edits to it. To duplicate an HACCP compliance checklist, complete the following steps: 

1. From the left navigation sidebar, select HACCP > Report Manager. The Report Manager screen appears. 
2. For the checklist (i.e., report) you want to open, expand its section (if not already open). In the Actions column on the right side, click the ellipsis and select Duplicate (first screenshot below). 
   
   
    
3. The report is duplicated and saved in the existing folder of the original report with the text (Copy) after it.
   
   
    
4. You can now make edits to the duplicated report.

Deleting an HACCP Compliance Checklist

To delete an HACCP compliance checklist, complete the following steps:

1. From the left navigation sidebar, select HACCP > Report Manager. The Report Manager screen appears. 
2. For the checklist (i.e., report) you want to delete, expand its section (if not already open). In the Actions column on the right side, click the ellipsis and select Delete (first screenshot below). The report is deleted. 
    
   

Moving HACCP Compliance Checklist to Another Folder

To move an HACCP compliance checklist to another folder, complete the following steps:

1. From the left navigation sidebar, select HACCP > Report Manager. The Report Manager screen appears. 
2. For the checklist (i.e., report) you want to move, expand its section (if not already open). In the Actions column on the right side, click the ellipsis and select Change Folder (first screenshot below). The Change Folder slide-out panel appears (second screenshot below). 
    
   
   
   
    
3. From the Change report folder drop-down, select the folder to move the report to.
4. Click the Save Changes button. The report is moved. 

MealSuite Support Only: Selecting the Default Temperature Type for an Account

To set the default temperature type for an account, complete the following steps:

1. In The Touch Admin software, select Account Settings. The Edit Location screen appears. 
2. From the Default Temperature Unit drop-down, select the account's default temperature type (Fahrenheit or Celsius)
   
   
   
   Note: For a US account, Fahrenheit is automatically selected. For a Canadian account, Celsius is automatically selected. 
    
3. Scroll to the bottom of the screen and click the Update Facility button. 
   
   

FAQs

Is there a way to add an alert or notification for HACCP checklists?

When a checklist is not completed by its due date, then an alert will be generated on the HACCP dashboard. However, there is no means to send a notification when this occurs. The user will be required to check the HACCP dashboard.

Can an HACCP report (i.e., compliance checklist) exist in more than one folder (i.e., same checklist in multiple folders)?

No. An HACCP report (i.e., compliance checklist) cannot exist in more than one folder. However, you can duplicate a checklist and then change the folder of the duplicated checklist. See Duplicating an HACCP Compliance Checklist above and then Moving an HACCP Compliance Checklist to Another Folder.