Note: Actions on the Easilys platform depend on your user access permissions. If you are unable to perform the actions below, this may be due to restrictions on your user profile. Please contact the Support team or your administrator for assistance.
Overview: As a food service manager, defining and managing traceability steps is crucial for ensuring food safety, compliance, and operational efficiency. This process allows you to control and track food products at each stage of handling, from receipt to service. Proper management of traceability steps ensures that ingredients are processed correctly, potential hazards are mitigated, and regulatory standards are met.
Start from: The Easilys menu.
Navigate to Traceability > Administration of Traceability Steps.
To know more about this screen, see Access and navigate traceability steps.
Create Traceability Steps
Select + Create.
Configure the following details:
Name*: Provide a clear, descriptive name for the step (e.g., "Unpacking", "Cooling", "Delivery").
Sort*: Define the sequence of the step in your traceability plan to ensure logical progression.
Is accumulated?*: Choose whether ingredients combined in this step should remain distinct or be merged into a new batch (e.g., blending multiple ingredients into a single batch for a recipe).
Step Type:
None: A general processing step.
Recipe Production: Used for steps where multiple ingredients are combined to create a recipe.
Colour*: Select a colour to identify your new step.
Icon*: Select an Icon to identify your new step.
Once details are entered, select Save to finalize the step configuration.
The new step is now available in your traceability workflow and can be assigned to relevant processes.
To know how to add steps to a plan, see Create a Traceability Plan.
Modify traceability steps
Select the Action menu (three dots) in the row of the step you wish to edit.
Select Modify.
Make changes in the fields as needed.
Click Save to apply the changes.
Notes: Some attributes, such as cumulative status, may not be editable after initial setup. If a fundamental change is required, you may need to create a new step and remove the old one.
Delete traceability steps
Select the Action menu (three dots) in the row of the step you wish to edit.
Select Delete.
In the confirmation window, select Yes to confirm the deletion of the step.
