HACCP Plans

HACCP Plans is your digital food-safety manual. It guides you through every section that regulators expect — team details, product descriptions, process flow, hazard analysis, critical control points, verification, and record-keeping — and locks in a dated revision each time you publish. Find it under Business → HACCP Plans in the sidebar.

Create a plan

1. Select Create plan in the top-right corner.
2. Choose a starter template from the modal or select Start from blank.
3. The plan opens in draft status, ready to fill in.

Navigate the sections

The left-hand panel lists all nine sections. A tick appears beside each section once it’s complete:

• Team — name the team leader and members responsible for the plan.
• Product description — describe each product: name, intended use, and consumer group.
• Process flow — add at least three process steps (or upload a flow diagram image) and confirm it has been verified on site.
• Hazard analysis — record hazards for every process step; add control measures to any hazard marked significant.
• Critical control points — link significant hazards to CCPs; set critical limits, monitoring method, frequency, responsibility, corrective actions, and the check form used to record monitoring.
• Verification — add at least one verification activity or record a review date within the last 12 months.
• Records policy — set the records retention period in months.
• Attachments — upload supporting documents (optional, does not affect completeness).
• Revision log — shows a history of published versions.

Changes save automatically as you type.

Publish a revision

Once every required section shows a tick:

1. Select Publish in the top-right corner.
2. In the Publish revision dialogue, fill in:
   • Reason for revision
   • What changed (summary)
   • Signature (type your name) — type your name to authorise the revision.
3. Select Publish. The plan status changes to active and the version number increments.

Publishing is blocked until every section is complete.

Edit an active plan

Active plans are read-only to preserve the audit trail. To make changes:

1. Open the plan and select Edit revision from the plan’s action menu.
2. A new draft copy is created. Edit it, then publish when ready.

Other actions

• Export PDF — download the full plan as a PDF at any time.
• Duplicate — copy a non-active plan to use as a starting point for another plan, from the action menu.
• Archive — retire an active plan that is no longer in use (cannot be undone).

Plan status at a glance

Status	Meaning
draft	Being built; not yet in force
active	Published and in use
archived	Retired

The Completeness column on the plans list shows progress as a percentage before you publish.