Templates are designed so that you can personalise them, set actions, notifications, alerts and messaging.
You can use a set of pre-defined templates created by our food safety experts, use your own, or simply modify existing once.
To activate the templates :
- Click on new template or (edit a template)
- Choose the template you want to activate
- Choose to bookmark (unschedule) or schedule the template
- If you chose unschedule, assign it to one or multiple teams
- Verify that the template is suitable for you, and personalise it
- Use this template
Watch this video tutorial to help you to customise the templates so they can match your operation.