Understanding Operational and Cleaning Task Reports in the Food Safety Module

Who should use this article?

• Site Administrators
• Food Safety Coordinators
• Managers and Supervisors
• Auditors reviewing operational performance and compliance activities

Overview

Task Reports provide visibility over Operational and Cleaning task completion across the Food Safety Program.

Reports can be used to monitor task performance, identify missed activities, review completion rates, track Corrective Actions and provide evidence during audits and compliance reviews.

Task Reports include multiple report views to support both high-level reporting and detailed operational analysis.

Accessing Task Reports

1. Navigate to Food Safety.
2. Select Reports.
3. Select Tasks.

Understanding Report Tabs

Task Reports are divided into two reporting categories:

Operational

Displays reporting information for Operational Tasks completed through the Task Board.

Examples include:

• Food safety checks
• Receiving activities
• Food preparation checks
• Equipment inspections
• Service activities

Cleaning

Displays reporting information for Cleaning Tasks completed through the Task Board.

Examples include:

• Cleaning schedules
• Sanitising activities
• Equipment cleaning
• Environmental cleaning
• Deep cleaning activities

Select the required tab to view reporting information for that task category.

Using the Date Range Filter

The Date Range Filter allows reports to be restricted to a specific period.

This can be used to:

• Review daily activities
• Review weekly performance
• Review monthly compliance trends
• Prepare information for audits
• Investigate incidents or Corrective Actions

Select the required date range before reviewing report results.

Understanding Summary Metrics

The Task Reports dashboard provides a high-level overview of task performance.

The summary cards display:

These metrics update automatically based on the selected report tab and date range.

Understanding Area Wide Summary

The Area Wide Summary provides a high-level overview of task performance by Area.

The report displays:

• Area Name
• Total Tasks
• Completed Tasks
• Incomplete Tasks
• Corrective Actions Raised
• Completion Percentage

This view is useful for identifying Areas requiring additional attention or support.

Understanding Detailed Task Log

The Detailed Task Log provides a task-by-task review of activities completed within the selected date range.

The report displays:

• Date
• Task Title
• Area
• Assigned Role
• Completion Status
• Corrective Action Status

This view is useful when investigating specific tasks or reviewing daily operational performance.

Understanding Role Summary

The Role Summary provides a breakdown of task completion by Role.

The report displays:

• Role Name
• Total Tasks
• Completed Tasks
• Incomplete Tasks
• Completion Percentage

This view can be used to review workload allocation and monitor task completion across different roles.

Search, Filter and Sort

Task Reports include tools to assist with reviewing large amounts of information.

Search

Use Search to locate specific records within the report.

Filter

Use Filter to restrict displayed results based on available criteria.

Sort

Use Sort to change the order in which records are displayed.

These tools can be used individually or together to refine report results.

Exporting Reports

Task Reports can be exported using the Bulk Export function.

When selected, the currently displayed report data is downloaded as a CSV file.

To export a report:

1. Apply the required report tab and date range.
2. Apply any required filters.
3. Select Bulk Export.
4. Open or save the generated CSV file.

Good to Know

• Bulk Export exports the data currently displayed in the report.
• Exported files are generated in CSV format.
• CSV files can be opened in Microsoft Excel and other spreadsheet applications.
• Date range and filter selections are reflected in the exported file.

Result

Task Reports provide visibility over Operational and Cleaning task performance, helping organisations monitor compliance, identify missed activities and prepare audit evidence.

Good to Know

• Operational and Cleaning reports use the same reporting functions and views.
• Report results automatically update when the selected date range changes.
• Corrective Actions raised from tasks are included within report statistics.
• Area Wide Summary provides a high-level overview of compliance performance.
• Detailed Task Log provides task-level visibility for operational investigations.
• Role Summary provides completion information by assigned role.
• Reports can be exported as CSV files using the Bulk Export function.
• Exported CSV files can be opened in Microsoft Excel and other spreadsheet applications.

Related Articles

• Understanding the Task Board
• Complete a Task
• Understanding Corrective Actions
• Understanding Temperature Logs
• Understanding Temperature Reports
• Audit Evidence