Logging monitoring checks

Once a program is active, you record monitoring against it from the program's page under Documents. Sanitation, pest, and allergen checks all follow the same rhythm: record what you did, mark the result, and close and sign to finalize. This article covers that shared flow and the fields specific to each program.

The shared flow

1. Open the program and start an entry

   Go to the program under Documents. Its monitoring section has an entry form.

2. Record what you did and set the result

   Fill in the fields for that program (below) and set the result: Pass, Fail, or Adjusted.

3. Close and sign

   Save the entry, then select Close and sign to capture your e-signature and finalize it. A signed entry is read-only; its signature lives on the audit trail.

Sanitation

For a sanitation event you record the target (a piece of equipment or a zone), the method (CIP, COP, manual, hot water, or other), an optional sanitizer type, the result, and notes. The program page also shows an upcoming cleaning schedule so you can see what's due.

Pest control

For a pest visit you record the provider (or in-house), the visit date, the visit type (routine, reactive, setup, or annual review), the result, and optionally the technician, the next visit due, any corrective action, notes, and a service report file.

Allergen control

For an allergen changeover you record the equipment (or facility-wide), the from and to batches if relevant, the result, which allergens were cleared (from the priority-allergen list), the verification methods used (visual inspection, ATP swab, allergen-specific swabs, and so on), any swab readings, and notes.

What's next

Water safety is logged a little differently depending on your source. See Water monitoring.