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Overview: Ensuring food safety and compliance requires a structured traceability plan to track the origin and movement of products throughout kitchen operations. With a traceability plan, food service managers can monitor every step of food preparation, from receiving raw ingredients to final delivery, ensuring proper documentation and compliance with regulatory standards.
Start from: The Easilys menu
Step 1: Define key traceability stages
To build an effective traceability plan, identify critical control points in your food production workflow. These typically include:
Receiving: Log supplier details, batch numbers, and expiration dates upon product arrival.
Unpacking: Track batch numbers, assign storage locations, and verify temperature compliance.
Preparation: Record ingredients used in each recipe, ensuring accurate batch tracking.
Cooking & Processing: Log cooking times, temperatures, and critical control points for compliance verification.
Cooling & Storage: Monitor cooling times, storage temperatures, and product shelf life.
Delivery & Service: Track where, when, and to whom finished products are distributed.
You can customise your traceability plan by adding as many stages as required to reflect your kitchen’s unique workflow.
Step 2: Create a new Traceability Plan
Navigate to Traceability > Traceability (Plan mode).
Select the Traceability Plan tab.
Click the Administration button.
Select + Add to create a new traceability plan.
In the Name* field, enter a clear and descriptive name (e.g., Cold Kitchen Tracking).
Click Create to save your new plan.
Step 3: Add Traceability Steps to the plan
Select the Administration of Traceability Steps tab.
Click Add a Step.
Choose from the available traceability steps.
Note: Traceability steps must be created beforehand. See Manage Traceability Steps for setup and customisation.
Select the display size for the step (Large or Small card).
Arrange traceability steps in the correct order to reflect kitchen operations.
Drag and drop steps within the plan to maintain a logical workflow sequence.
Step 4: Assign products to Traceability Steps
Back in the Traceability plan tab, select a traceability step (e.g., Receiving, Preparation, Cooking).
By supplier product
Select Adding supplier products to a recipe.
Select the specific Recipe.
Search for the supplier product from your stock list or supplier database.
Enter the required details:
Lot number (mandatory for traceability)
Expiry date (important for perishables)
Quantity used (optional but recommended).
Select Add to finalize the product assignment.
Repeat this for all steps where products are involved.
By Batch
Select Adding batches of a recipe.
Select the specific Recipe.
Select the specific Batch from the list.
Select Add to finalize the product assignment.
Repeat this for all steps where products are involved.
Notes: Products must be in stock to be added to a traceability step. If a product is missing, ensure it has been received in the system before attempting to add it. Batch tracking is crucial for compliance, ensuring you can trace each ingredient back to its supplier.
Step 5: Assign sites for delivery
Select a Delivery & Service traceability step.
Select the three dots button in the location’s row.
Select the destination site from the list. This could be:
A restaurant or store location.
A group of locations.
Select the Date of expected delivery.
Select Modify to save the location.
