Schedules¶
How often each form has to be filled in, and who gets told when one is missed.
Where: menu → Food Safety → Schedules.
A schedule is what turns a form you have into a form that is due. Without one, a form sits on the list and waits to be remembered. With one, it appears under Due now on the dashboard on its day.
The list¶
Two sections: Schedules, the recurring ones, and One-off reminders. Each row says when it next lands and how it is doing:
| Done today | Everything this schedule asks for has been filed today |
| Due today | Waiting |
| Overdue | Its day has passed and nothing was filed |
| Upcoming | Not yet |
Done today is green, not red. A daily schedule stays technically pending on the server until the next day rolls it forward, so without this a shop that had filed everything by nine in the morning still read as overdue all day.
Adding one¶
New schedule.
| Field | |
|---|---|
| Schedule name (optional) | "e.g. Daily opening checks" |
| Form reminder or Summary report | What kind of thing this is |
| The forms | One schedule can cover several forms |
| Recurring or One-off | Form reminders can be either |
| Repeats | Daily, Weekly, Monthly or Quarterly |
| Starts / Due date | When it begins, or when the one-off lands |
| Send time | What time of day |
| Email recipients and Show in-app | How you are told |
| Recipient override (optional) | "e.g. ops@example.com, mgr@example.com" — somebody other than the usual list |
Group the forms the way the job is actually done: one Daily opening checks schedule covering the cold storage log and the cleaning record beats two schedules that both go off at seven.
Summary reports¶
The other kind of schedule. It does not ask anyone to fill anything in — it emails you what was not filled.
| Daily | "Emails what was not filed yesterday, and any open follow-ups. Sent every morning, including the days nothing was missed." |
| Weekly | "Emails what was not filed over the last seven days, and any open follow-ups. Sent every week, including the weeks nothing was missed." |
It comes on the good days too. A one-line all-clear every morning means that no email is a real signal — something is broken — rather than possibly just a quiet week. That is the whole reason it is not only sent when something is wrong.
A dismissed day shows as dismissed, not as missed. See Forms.
Closed days¶
Tap the Site defaults line at the top, then under Closed on tick the days your shop is shut, such as Sun, and Save.
On a closed day nothing is due, nothing counts as missed, and no reminder emails go out. Your schedules carry on the next day as normal. You can still fill in a form for a closed day, and sensors still file their daily fridge record.
For a one-off closure, such as a public holiday, leave the days alone and use Dismiss all for that day on the dashboard.
Good to know¶
- Filing a form early still counts. The schedule is satisfied by a record filed that day, not by anybody tapping something on this screen.
- Dismissing today does not change the schedule. The form is due again on its next scheduled day.
- Daily schedules are left off Coming up on purpose. They are today's business every day; listing them seven times would bury the monthly walkthrough. See the dashboard.
- A follow-up date you set on a form shows up here and in Coming up from the moment you set it, not only on the day.