Start from: The Easilys menu.
Tags of type "PMS Task" allow you to define which sites are subject to which PMS tasks. You need to add the "PMS Tasks" tag in the site settings, "Tags" tab.
By tagging a PMS task and applying this same tag to a site's settings, "Tags" tab, you tell Easilys that this site should only see PMS tasks bearing this tag.
To learn more about tags, refer to the article What is a tag and what is it used for?
Note: Each action that can be performed on the application is subject to access permissions. If you cannot perform the actions recommended in the articles you consult, it may mean that the necessary rights are not activated for your user profile. Contact the Support team, or your administrator, for more information.
Start from: The Easilys menu.
Start from: The Easilys menu.
With the PMS module on Easilys, you can enter tasks. These tasks are created and configured in advance from the “Tasks administration” screen by administrators to make it easier for you to enter and understand the required actions.
When you enter a task, you indicate that you have completed it, its result, and whether or not it is compliant with what is expected.
Easilys can automatically indicate whether a task is compliant or not and whether the compliance thresholds have been properly set. See the article Manage compliance thresholds for health and safety plan (PMS) tasks if you are interested in automation.
By entering a task, you record it in the history of your health and safety plan and ensure you have evidence of compliance.
Note: From the “Enter a task” screen, you can enter any existing task even if it has not been scheduled. This allows you, for example, to enter a task that was performed in response to an exceptional situation and was therefore not planned for the day.
A task entry form for this task appears on the right side of the screen.
You can view the complete history of entered tasks on the “Task history” screen. You can view the details of each entry and add comments if needed.
Start from: the Easilys menu.
Compliance thresholds allow you to indicate to Easilys the limits that must not be exceeded for a task to be considered compliant.
By entering these thresholds, you allow Easilys to automatically indicate whether the task is compliant or not when it is entered.
Your team members will no longer need to memorise all the thresholds. Thanks to Easilys, they will also be able to understand the reasons for a task's non-compliance, with precise explanations of the relevant threshold characteristics.
A “Threshold administration” form appears.
Note: The “Associated tasks” and “Thresholds” sections will only be accessible once the new form has been saved.
If you want to be able to submit a task to a threshold, it is necessary that the threshold and the task are linked to the same criterion and the same unit of measurement.
The threshold details appear on the right of the screen.
A minimum and maximum value line for the threshold appears.
You can add several minimum and maximum values to the same threshold. This number depends on the number of elements attached to the criterion.
Thus, a single threshold can bring together several values. There is no need to multiply threshold forms. But you are free to determine your own system.
Example: You create a Local Temperature threshold. You want to manage the compliance thresholds for all your local temperature verification tasks.
-You add a line to manage thresholds valid only for the NEGATIVE COLD ROOM.
-You then add a line to manage thresholds valid only for the POSITIVE COLD ROOM.
-You add another line to manage thresholds valid only for the RECEPTION CENTRE.
The threshold form appears on the right of the screen.
The list of all tasks with the same criterion and unit of measurement as the threshold appears.
Easilys will now automatically manage the compliance of tasks when they are entered.
Note: Each action available on the application is subject to access permissions. If you cannot perform the recommended actions in the articles you consult, it may mean that the necessary rights are not activated for your user profile. Contact the Support team, or your administrator, for more information.
Start from: The Easilys menu.
The Health and Safety Plan consists of various regular tasks to be executed.
From the "Tasks Administration" screen, you will be able to create, modify, or delete these tasks.
Once the tasks are created, the teams can rely on Easilys to know which actions need to be performed during the day.
A "Create a new task" form appears on the right side of the screen.
Once the creation is complete, you can manage the criteria, scheduling, and addition of corrective actions in case of non-compliance.
Criteria indicate to which elements the task applies. If I indicate that the criterion of my task is "Local", I can then specify to which rooms the task applies. This allows precise tracking of completed tasks.
Refer to the Manage Criteria section of this article for more information.
Scheduling allows you to plan when tasks should be performed. They will therefore appear in the list of tasks to be performed during the day in accordance with the configured schedule. If there is no scheduling, then the task will never appear in the list of daily tasks that you can consult on the Planned Tasks screen.
Refer to the Schedule the Task section of this article for more information.
Corrective actions, if associated with the task, will be proposed if the task result is deemed non-compliant.
Refer to the Manage Corrective Actions to Associate with the Task section of this article for more information.
Adding elements of the criterion linked to the task allows you to limit the list of elements. When a collaborator enters the task, they will thus have access to the list of chosen elements rather than the complete list of elements related to the criterion.
Example: You have created a task to check the temperatures of the cold rooms in your establishment. This is linked to the Local criterion.
-When you enter the task, you must specify in which particular location you performed the task. Easilys therefore offers you all existing locations.
-By adding elements in the Criteria tab, you thus limit the proposed locations to your cold rooms.
The task form appears on the right side of the screen.
The list of elements related to the criterion appears.
By default, if you do not specify exactly which elements of the criterion should be proposed when entering the task, all elements attached to the chosen criterion are proposed.
By scheduling a task, it will appear on the Planned Tasks screen. This facilitates the work of your collaborators who can thus see in one click the actions to be performed during the day. (If the task is not scheduled, you will need to access the "Enter a Task" screen and select it from the list.)
Example: You have created a task to check the temperatures of the cold rooms in your establishment. This is linked to the Local criterion. You have specified the elements NEGATIVE COLD ROOM and POSITIVE COLD ROOM in the Criteria tab.
When you add a schedule, you must select NEGATIVE COLD ROOM to create a "Every morning" schedule and then add a second schedule for POSITIVE COLD ROOM "Every evening".
Corrective actions are tasks for which the "Corrective Action" option has been activated during their creation.
Once this option is activated, you can associate this task with other tasks via the "Corrective Actions" tab available in their form.
The objective is to guide your collaborators in the actions to be taken in case of non-compliance and to maintain a record to prove that a non-compliance has indeed led to corrective actions.
The list of tasks with the "Corrective Action" option activated appears.
Example: You have created a task to check the temperatures of the cold rooms in your establishment. One of your collaborators indicates a non-compliance when entering the task because the temperature was not compliant.
-If you have added corrective actions, they are then proposed to him. He selects the task "T° / RECHECK TEMPERATURE 30 MINUTES LATER", which adds the corrective action task to the "Planned Task" screen.
-He enters the task "T° / RECHECK TEMPERATURE 30 MINUTES LATER". This is again non-compliant because the temperature is still incorrect. If a corrective action had also been added to this same corrective action, he can then select it.
For more information, consult the article Administer Compliance Thresholds for Tasks of the Health and Safety Plan (PMS).
Note: Actions on the Easilys platform depend on your user access permissions. If you are unable to perform the actions below, this may be due to restrictions on your user profile. Please contact the Support team or your administrator for assistance.
Start from: The Easilys menu.
Navigate to Traceability > Administration of traceability steps.
You will see a grid with all traceability steps created in the system. The grid shows:
Step colour
Step icon
Step name
Step type
Is accumulated?
Action menu
Use the Filters to refine the displayed data by:
Type
Is accumulated?
Use the Search bar to find steps by name.
Use the + Create button to create new steps.
Use the Action menu (three dots) to Modify, See, or Delete a step.
For more information, see Manage traceability steps.
Note: Actions on the Easilys platform depend on your user access permissions. If you are unable to perform the actions below, this may be due to restrictions on your user profile. Please contact the Support team or your administrator for assistance.
Start from: The Easilys menu.
Navigate to Traceability > Administration of Traceability Steps.
To know more about this screen, see Access and navigate traceability steps.
Select + Create.
Configure the following details:
Name*: Provide a clear, descriptive name for the step (e.g., "Unpacking", "Cooling", "Delivery").
Sort*: Define the sequence of the step in your traceability plan to ensure logical progression.
Is accumulated?*: Choose whether ingredients combined in this step should remain distinct or be merged into a new batch (e.g., blending multiple ingredients into a single batch for a recipe).
Step Type:
None: A general processing step.
Recipe Production: Used for steps where multiple ingredients are combined to create a recipe.
Colour*: Select a colour to identify your new step.
Icon*: Select an Icon to identify your new step.
Once details are entered, select Save to finalize the step configuration.
The new step is now available in your traceability workflow and can be assigned to relevant processes.
To know how to add steps to a plan, see Create a Traceability Plan.
Select the Action menu (three dots) in the row of the step you wish to edit.
Select Modify.
Make changes in the fields as needed.
Click Save to apply the changes.
Notes: Some attributes, such as cumulative status, may not be editable after initial setup. If a fundamental change is required, you may need to create a new step and remove the old one.
Select the Action menu (three dots) in the row of the step you wish to edit.
Select Delete.
In the confirmation window, select Yes to confirm the deletion of the step.
Note: Actions on the Easilys platform depend on your user access permissions. If you are not able to perform the actions below, this may be due to restrictions on your user profile. Please contact the support team or your administrator for assistance.
Start from: The Easilys menu
Prerequisite: Define the key traceability steps as described in the article Manage traceability steps.
You can create a single traceability plan that includes all the steps you wish to trace, or you can define specific plans with only some of the steps to simplify usage for your teams. For example, you might create one plan for unpacking and production steps, and another for production and delivery; or one for cold preparation and another for hot preparation.
Go to Traceability > Traceability (plan mode).
Select the Traceability Plan view.
Click the Administration button.
Select + Add to create a new traceability plan.
In the Name field*, enter a clear and descriptive name (e.g., cold preparation).
Click Create to save your new plan.
You must now specify which steps should appear in the new plan.
Select the Administration of traceability steps view.
Navigate to the traceability plan in which you want to add a step.
Click Add a Step.
Choose from the available traceability steps.
Note: Traceability steps must be created beforehand. See Manage traceability steps for setup and customisation.
Select the display size of the step (large or small card).
Arrange the traceability steps using drag-and-drop so that the plan is practical and easy to use.
Note: each action performed on the application is subject to a fee. If you are unable to carry out the recommended actions in the articles you are viewing, this may mean that the necessary rights have not been enabled for your user profile. Contact the Support team, or your Admin, to find out more.
Start from: The Easilys menu.
Details of this product are displayed. This detail is made up of three tabs: go to the “Batches” tab.
Once the reception is validated, Easilys enters each batch into stock. You can find the details of the stock entries of each batch, with the indication of the deadline for consumption (DLC) in the details of the stock movements of the product.
Note that you will not be alerted by an expiry message, but that you can monitor stock that is close to expiry (or out of date) using the “Deadline” filter available on the STOCK (V2) screen (Stock > Stock (V2) tabs). If, for example, you want to see which products will reach their sell-by date by a certain date, you can do so:
Note: actions performed on the Easilys platform are subject to user access permissions. If you are unable to carry out the actions described in the articles, it may be because you do not have the necessary permissions activated on your user profile. Contact the Support team, or your administrator, for help.
Start from: The Easilys menu.
The health stamp certifies the sanitary approval of the production unit, and can be managed in Easilys so that it can be displayed on the delivery note.
Select your user name, then select Site parameters.
Select Update in the "Contact information" box.
The Modify a Site window appears.
The stamp is managed under the "Health stamp" heading.
Fill in the following fields:
Country code
Approval number
European Community
Save the information you have entered by selecting Update.
You will then find the stamp on delivery notes and labels available in the reports on the "Packaging and logistics" page.
