Who is this article for?

Users setting up QA checks.

User Access is required.

Check categories provide a structured way to categorise various quality assurance checks, helping users streamline their quality control processes. QA checks, on the other hand, are specific assessments performed within these categories to ensure that food products meet the required standards and comply with safety and quality regulations.

1. Check Categories
2. Add Checks
3. Set Adhoc Checks
4. Edit/Delete Checks
5. Further Reading

1. Check Categories

Use this screen to categorise your checks for reports.

1. Select "Add/Edit Check Categories".
2. Select Edit.
3. Fill in the check category fields as needed, use the Add New Row function if you need more locations.
4. To remove any check categories, use the Delete button  .
5. Click Save once you've finished.

Note: Some fields may appear with a greyed out Delete  button, this means that they cannot be deleted. You need to amend the Check to delete it.

2. Add Checks

Use this screen to add, edit or delete checks.

1. Select "Add/Edit Checks".
2. The window will show a list of checks that need to be completed.

2. A new window will appear, tick all the boxes that apply in the following fields:
   • Selected Sites
   • Selected Product Categories
   • Selected Products

3. Enter the title of the check that needs to be completed.
4. Then, select the Check Category, Type and Owner of the Check.
5. Select a Frequency of Check (numbers only).
6. Next, choose the link to SAQ or Spec questions, which can then be viewed when completing the QA check.
7. Enter the sample quantity, any Work Instructions or Attachments.
8. Remember to click Save when you're finished.

9. There are also options to Add Check, which adds a set of clear fields below, or Duplicate Above Check, which copies the fields above.

Note: You can only add more than one check if they are all to be completed at either the same site selection, the same product category or the same per individual product.

10. The final option available is to Remove Check if you no longer want it appearing in the checks list.

3. Set Adhoc Checks

1. Select the plus button   labelled Set Adhoc Checks.

2. A pop-up window will appear, the name of the check will auto-populate.
3. Decide whether the check is Optional or Mandatory.
4. Add in the frequency in which the check needs to be completed.
5. Enter any Attachments, Sample Quantities or Work Instructions if needed.
6. Click Save.

4. Edit/Delete Checks

1. Select the Edit   button next to the check you'd like to adjust.

2. A similar page as Adding Checks will appear, please refer to above for more information.
3. Alter the information as needed and click Save once finished.
4. To delete a check, click the Delete   button.
5. Click OK when the pop up appears.

5. Further Reading

• Configuring Product and Location QA Checks
• Adding a New Product
• Viewing and Managing Products