Setup¶
Three things the rest of Food Safety reads: what you check, how your forms are grouped, and what the app should know about your kitchen.
Where: menu → Food Safety → Setup.
| Row | What it is for | Page |
|---|---|---|
| Units | Fridges, freezers and anything else you check | Units |
| Categories | How forms group on the Forms list | Below |
| Site rules | Your written rules, which the AI form builder follows | Below |
Set Units up first. Nothing else here is urgent, and both of the others can stay empty for as long as you like.
Categories¶
Headings on the Forms list, nothing more. Add category asks for a Name — "e.g. Opening Checks" — and an icon.
They are for finding a form quickly on a busy morning, so group them the way your day runs rather than the way an inspector would file them: Opening Checks, Deliveries, Closing Checks. A form with no category still appears on the list.
Deleting a category asks first. The forms in it are not deleted; they lose the heading.
Site rules¶
A single box of free writing that the AI form builder reads before it answers you. The screen says it plainly:
Site rules are standing instructions the AI form builder uses as context for every conversation — things like sign-off names, shorthand for places, default procedures, or allergen policies. Changes take effect on the next chat turn.
It is for the things you would otherwise have to say every single time:
| Write | So that |
|---|---|
| Sign-off name: Head Chef | Every form it builds signs off to the same person |
| Cool room = Refrigerator 1 | You can say "cool room" and it knows which unit you mean |
| We are a nut-free kitchen | Allergen questions come out right first time |
It saves as you type. The line underneath is the only confirmation: Saving…, then Saved with a version number and a time, or Not saved yet if you have never written anything.
Nothing here changes a form you have already built. These are notes for the next conversation, not a setting the forms obey. A form that is wrong gets edited, and a record that is wrong gets amended.
Good to know¶
- Food Safety appears only once it is switched on for your shop. It is off until you ask us.
- Which screen the app opens on is a separate choice. Site settings → Main feature → Point of sale or Food safety. Picking Food safety moves the Food Safety group to the top of the menu and opens the app on the dashboard instead of the till. You are asked at sign-up and can change it here afterwards.