1. Food Safety & HACCP
  2. Features
  3. Organization and Sites
Feature · Organization and Sites

Organization and Sites

Assign accountable teams, operating entities and food handling destinations.

OverviewActive Food Handling Sites
Food Safety & HACCP · Organization and Sites

Active Food Handling Sites

Food handling sites

New
CodeNameContact nameAddressEligibility noteActive
CDE-524Site 194Contact 337W-5EN-499Yes
CDE-337Site 454Contact 669Z-16EN-141Yes
CDE-677Site 204Contact 636H-15EN-759Yes
CDE-316Site 690Contact 978H-18EN-811Yes
CDE-384Site 921Contact 695H-22EN-370Yes
6 of 6 records
CDE-524Food handling sites · FHS-40471
Yes
NameSite 194
Contact nameContact 337
AddressW-5
Eligibility noteEN-499
Example screen with sample data

What you can do

Follow the operating record

Organizations identify the operating group, time zone, currency and active state. Team Members link a named staff member to an organization and platform user identity. Food Handling Sites identify the dining room, outlet, venue or delivery destination, with a contact, address, eligibility note and active state. Operations Lead selects the actual handling site when accepting a batch.

A service destination is more than a label. Its address and contact tell the service team where the order is headed, while the eligibility note gives the owner information to review before making a commitment. An inactive destination should be resolved before a new batch is accepted. The organization and owner on the batch establish who is accountable for preparation and follow-up.

Admin maintains the identity records and the relationship between staff and organizations. Quality Reviewer needs access to the batch and its submitted hygiene check to decide a revision, but the review decision remains attributable to the named reviewer. Reconciliation Analyst follows the same parent batch into receipts and external evidence. The team can therefore resolve an exception without confusing the site contact, batch owner and independent reviewer.

How the work is organized

  • Name the operator. Admin links the organization, staff member and platform user before work is assigned.
  • Check the destination. Operations Lead reviews the handling site’s active state, address, contact and eligibility note.
  • Preserve responsibility. Keep the batch owner distinct from the site contact and independent Quality Reviewer.

What to agree during setup

Admin and Operations Lead agree which organizations and handling sites are active for the pilot. Confirm each Team Member has the correct organization and platform identity. Decide who may change site eligibility and who assigns a batch owner. Give Quality Reviewer access to the parent order without transferring the owner’s operational duties.

Check the handoff on an actual case

Create an organization, a named team member and an active handling site for a dining room. Operations Lead assigns that person as owner of a batch and checks the site’s eligibility before acceptance. Kitchen Lead prepares the lines; Quality Reviewer sees the same parent order when deciding its hygiene revision. Change the site to inactive before a second order and ask Operations Lead to resolve the destination before accepting new work.

What your team sees

  • Active Food Handling Sites — Check eligible destinations and their contact details.
  • My Production Batches — Let the assigned owner inspect their orders and service times.

Follow the work through

See the related process and the data model before rehearsing the handoff. The implementation plan sets the order for loading people, products and live batches.

What it keeps track of

Data model
Organizations
Operating organizations within the food and beverage group.
Team members
Staff members linked to an organization and platform identity.
Users
Users
Food handling sites
Dining rooms, outlets, venues and delivery destinations served by the operation.
Production batches
Customer orders accepted and fulfilled by the kitchen and service team.

Who uses it

Permissions
Admin
Maintains identities and access.
Operations Lead
Assigns the owner and destination.
Quality Reviewer
And Reconciliation Analyst follow those same identities when reviewing decisions or exceptions.

Set up Food Safety & HACCP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started