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Introduction: As a restaurant manager, you want to manage the tasks of the Health and Safety Plan (PMS) to ensure compliance with food safety regulations. This guide accompanies you in this process.
Starting Point: 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.
CREATE A TASK IN THE HEALTH AND SAFETY PLAN (PMS)
- Select the PMS > Tasks Administration tabs.
- Select + Create.
A "Create a new task" form appears on the right side of the screen.
- Complete the requested information. Those followed by an asterisk are mandatory to fill in to create the task.
- Select Save to finalize the creation of the task.
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.
OPTIMIZE THE USE OF YOUR TASK
Manage Criteria
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.
- Select the task on which you want to manage the criteria.
The task form appears on the right side of the screen.
- Go to the "Criteria" tab of the task form.
- Select the search bar.
The list of elements related to the criterion appears.
- Select one or more specific elements that you wish to link to the task.
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.
Schedule the Task
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.)
- Select an existing task in the display table to view its detailed form.
- Go to the "Scheduling" tab of the form.
- Select on which period the scheduling will be valid by indicating a start date and an end date.
- If you have added elements in the Criteria tab of the task, you must select the element concerned by the scheduling.
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".
- Select the type of scheduling: There are several: Every day, Every Monday, Every morning, etc.
- Select Add.
- You can add several different schedules for the same task if needed.
Manage Corrective Actions to Associate with the Task
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.
- Select an existing task in the display table to view its detailed form.
- Go to the "Corrective Actions" tab.
- Select the search bar.
The list of tasks with the "Corrective Action" option activated appears.
- Select one or more tasks to add them as corrective actions in case of non-compliance.
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.
Manage Compliance Thresholds
For more information, consult the article Administer Compliance Thresholds for Tasks of the Health and Safety Plan (PMS).
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