Understanding Forms in the Task Board

Who Should Use This Article?

This article is intended for all users who access forms within the Food Safety Program, including:

• Food Service Assistants
• Kitchen Hands
• Chefs and Cooks
• Food Safety Supervisors
• Site Managers
• Site Administrators

Overview

The Forms tab within the Task Board provides access to both Digital Forms and Printable Forms used to support food safety, operational and compliance record keeping.

Forms may be created at either Site level or Head Office level and can be used to capture information such as:

• Goods receival records
• Staff illness records
• Recall records
• Cleaning records
• Operational records
• Other organisation-specific records

The information displayed and the fields available will vary depending on the purpose of the form.

Accessing Forms

1. Navigate to Food Safety → Task Board.
2. Select the Forms tab.

The Forms tab displays all forms available to your site.

Understanding the Forms List View

The List View provides a summary of available forms and key information about each form.

The screen displays:

• Form Name
• Version Number
• Number of Fields
• Form Category
• Available Actions

Forms can be searched using the Search box located at the top of the screen.

Understanding Form Types

There are two types of forms available within the Food Safety Program:

Digital Forms

Digital Forms are completed directly within the system.

These forms are identified by the clipboard icon.

Selecting the clipboard icon opens the form for completion and submission.

Printable Forms

Printable Forms are designed to be printed or downloaded as a PDF for manual completion.

These forms are identified by the printer icon.

Selecting the printer icon opens the Print Preview screen.

Understanding Head Office Forms

Some forms may display a picoloured indicator line beside the form name.

This identifies forms that have been created and published from Head Office.

Head Office forms can be assigned to multiple sites to ensure consistent record keeping across an organisation.

Understanding Version Numbers

All forms display a version number.

Version numbers assist with document control and help users confirm they are accessing the current version of a form.

Version information is displayed within both the Forms List View and when a form is opened.

Understanding Digital Forms

Digital Forms are completed electronically within the Food Safety Program.

Depending on the form configuration, Digital Forms may include:

• Date fields
• Time fields
• Text fields
• Yes/No questions
• Temperature fields
• Initial fields
• Information panels
• Multiple-entry sections

The fields displayed will vary depending on the purpose of the form.

Once completed, the form can be submitted directly through the system.

Understanding Printable Forms

Printable Forms are designed for organisations that require paper-based records.

Printable Forms can be:

• Printed directly
• Downloaded as a PDF
• Completed manually

Printable Forms display a preview of how the form will appear when printed.

Users can select either Portrait or Landscape orientation before printing or downloading.

Viewing Forms in Board View

Forms can be viewed using either:

• List View
• Board View

Board View provides an alternative card-based layout that may make forms easier to locate and browse.

Both views provide access to the same forms.

Result

Users can locate available forms, identify whether a form is Digital or Printable, understand version information and open the appropriate form for completion or printing.

Good to Know

• Forms may be created at either Site or Head Office level.
• Digital Forms are identified by the clipboard icon.
• Printable Forms are identified by the printer icon.
• The fields displayed within a form will vary depending on the form's purpose.
• Version numbers assist with document control.
• Forms can be viewed in either List View or Board View.
• Printable Forms can be printed or downloaded as a PDF.

Related Articles

• Completing a Digital Form in the Task Board
• Viewing and Printing a Printable Form in the Task Board
• Understanding how to Manage Forms
• Creating a Printable Form
• Creating a Digital Form