Daily Checks

Daily Checks is where your team completes food-safety compliance checks — fridge temperature logs, HACCP records, and any other forms your business requires. Find it in the sidebar under Records → Checks.

What you see on the page

Each check form assigned to your location appears as a card showing the form title, reference code, and a brief description. A card highlighted in red means the check is due — a schedule has been set and its deadline has passed, so complete it.

An In Progress table appears above the cards if anyone has saved an incomplete check as a draft.

Performing a check

1. Click the card for the form you want to complete.
2. Fill in all the fields. Depending on the form, you may see yes/no options, temperature inputs, text boxes, dropdowns, file upload buttons, or signature fields.
3. When you are finished, tap or click Confirm & submit.
4. On mobile, a confirmation sheet appears — review the submission details and tap Confirm & submit.

The check is saved and added to the Completed Checks table below.

Saving a draft

If you need to pause mid-way through a check, press Save as draft. The form reappears in the In Progress table at the top of the page. Click Continue check to pick up where you left off, or Delete to remove it.

Reviewing completed checks

The Completed Checks table lists all submitted checks for the last 7 days. Use the Filters button to search by keyword or change the date range (Last 7 days, Last 14 days, Last 30 days, Last 90 days).

Each row shows the form title, date, time, and the name of the person who signed it. From the action buttons you can view the completed check, edit it, or export it as a PDF.

Scheduled checks

A clock icon on a card means a schedule is set for that form. To manage schedules, click Scheduler in the top action bar. See Check Forms & Builder for information on the forms themselves.

Searching for a form

Use the Search check forms bar in the page header to filter the form cards by title, reference, or description.