How to configure tasks and record
Example documentation to start setting up templates in Andy
At Andy we want the user experience in setting up templates to be as satisfactory as possible. That is why we have an Excel template containing basic templates for the control of the HACCP system.( ( (hazard analysis and critical checkpoints)in your ...
How to convert a template from one tool to another?
In Andy it is possible to turn one template created into a specific tool (such as tasks, records, incidents or audits) to suit another. This function is very useful when you need to use the same template structure, modifying the sections and items ...
How do I send notifications with Andy?
Andy is capable ofnotifyviaemailto the controller we indicate, so that he can be informed when something is not going well. That is why, if something fails, Andy is able to notify you so that you realize it as soon as possible. In order to do this, ...
How can I create my templates faster?
At Andy we want the creation and / or modification of templates to be a process that is not expensive or longer than it should. That is why to reduce times, we can make use of the function of Clone. This allows you to make an exact copy of what you ...
What does a template with state in Draft entail?
While working with Andy, at some point you'll need to modify your tasks, records, incidents, and audits templates, be it to add items, delete them, add action plans and or alerts, etc. That's why Andy gives you the option to set the templates you are ...
How do I set up Alerts with Andy?
Andy is the ideal kitchen companion to make sure that no processes in your kitchen go off track. However, things can go wrong, and when they do, Andy is there to alert your teams. To set up the appropriate alerts, simply go to Andy's Control Panel > ...
How do I limit the completion of an item to a particular role?
Andy allows you to determine which items can be executed by different user roles. This way, you can ensure that the right person at the right store completes the item you want completed, preventing users with lower-level roles from attempting it. How ...
How can I limit the schedule of a task?
Andy allows you to limite the time allocated to complete a task. First, from Andy's Control Panel, go to Settings > Tasks > Click on template or Create template. In Template Properties you will sind the Time Limit function, which allows you to limit ...
How can I customize my slots?
Andy allows you to customise the start and end times of a time slot for task schedulling. In Andy’s Control Panel go to a Settings > Customise > Time slots. To be able to access and choose visible modules in your store, users must have a level 7 or 8 ...
How do I make one task dependent on completing another?
Andy allows you to prevent a team member from completing a task until another task has been finalised. In other words, you can configure a task so that it can only be completed once you have completed a predetermined task. It sounds a lot more ...
Record of Temperatures
This video shows you in detail how to create a Temperature Record from Andy's Control Panel. And, there you have it! Now you know how to create your temperature records in Andy! Continue learning How to activate an Action Plan.
Registration of Raw Materials Reception
A “Critical Control Point” is the temperature registered during the reception of products and raw materials. It’s extremely important for your team to control and record the following records with Andy: Food temperature: for refrigerated items, it ...
Cleaning Registration
In this video we will explain in detail how to create aCleaning Registrationwith different periodicity from theControl Panelby Andy. Each task can be planned from time to time. For example, daily or monthly. Ready! You already know how to create your ...
Task, Records and Incident Management Permits
To limit access to records by user role, you need to have created user roles first. In Andy’s Control Panel, go to Settings > Users > Roles > Create Role > Assign a name and select the Role. You can learn more about the types of user roles available ...
Assign a task to multiple premises
This tool prevents you from duplicating tasks and it allows you to assign each item to the corresponding store without having to clone the task. To assign a task to multiple stores, simply access the specific template in the Control Panel. In ...
Template Gallery
Andy helps you create templates with each business store’s specific HACCP record, reducing the time invested by your team in creating these records. The Template Gallery gathers all pre-designed basic templates for HACCP operations in your kitchen. ...
Properties of the Template
Andy has multiple functions that allow you to adapt your templates to the needs of your venue. These configurations must be made from theControl Panel. Once inside theControl Panelyou must addressConfiguration>Templates>choose the templateof Tasks, ...
Properties of the Item
Andy allows you to customise the items of your store's templates in several ways, easily and directly from its Control Panel. Once in the Control Panel, go to Setting > Templates > select the template for Tasks, Records, Incidents, or Audits that you ...