Approving the Food Safety Plan
To Approve a Food Safety Plan, the Users noted in the 'Assign Users to Approve' of the Study Details section, must click the 'Approve' button within the Plans section before the Food Safety Plan can be automatically moved from the 'Actions' tab to the 'Approved' tab.
Image: Assign Users to Approve Study Details Section
Image: 'Approve' Button in Plans Section
Image: Actions Tab. Plans Awaiting Completion and Approval
Image: Approved Tab. Plans Completed and Approved
Note: As mentioned, if a Food Safety Plan has been Approved, it will be placed within the 'Approved' tab. If the 'Approved' Food Safety Plan is then edited at any stage, it will move back into the 'Actions' tab and the Users noted in the 'Assign Users to Approve' of the Study Details section will need to approve the Food Safety Plan again to move it back to the 'Approved' tab.
Tip: Although not mandatory to complete before Approving the Food Safety Plan, we suggest you ensure to 'Verify' your Flow Diagrams before Approving your Food Safety Plan. The Users noted in the 'Assign Users to Approve' of the Study Details section will need to navigate to each individual Flow Diagram within the Food Safety Plan and click the 'Verify' button. Once the required User has clicked the 'Verify' button, the 'Status' will change to 'Verified' and the 'Date Verified' will be noted. The Flow Diagram will not be marked as 'Verified' until all of the Users noted in the 'Assign Users to Approve' section of the Study Details workflow stage have completed the verification of the Flow Diagram. See here to access the article on Flow Diagrams.
Image: Flow Diagram Verification
Image: Flow Diagram Verified with Green Tick
Approving the Plans Section
The Users noted in the 'Assign Users to Approve' of the Study Details section must review and ‘Approve’ each Plan in the Food Safety Plan individually. If a User is noted in the 'Assign Users to Approve' and is required to click the 'Approve' button within the Food Safety Plan, they will see the action appear on their 'My Actions' tab on the Main Dashboard. The Plan approval will have only one overall action within the 'My Actions' tab, regardless of the number of Plans that need to be approved by the User. If there are multiple Plans like the screenshots below, each User must click into each Plan and Approve it.
Image: User noted as 'Assign Users to Approve' Main Dashboard 'My Actions' Tab
Note: If the User noted in the 'Assign Users to Approve' of the Study Details section clicks the action blue link with the Food Safety Plan name, they will not be brought directly to the Plan workflow section that is to be approved in the Food Safety Plan, they will be brought to the Food Safety Plan main page, where they will need to enter the Food Safety Plan using the 'Actions>Edit' button and click on the Plan arrow to access the Plan workflow sections that require approval.
Image: Accessing the Food Safety Plan to Approve
Tip: If you are a User who is required to approve the Food Safety Plan, ensure you access the Food Safety Plan via the 'Actions>Edit' button and not the 'Actions>View' button. If you access the Food Safety Plan via the 'Actions>View' button, you will not see the 'Approve' button required to approve the Plans section. You must be in 'Actions>Edit' access to see these buttons.
Image: Plans Section. Approve Button Unticked - Awaiting Approval
Image: Plans Section. Approve Button Ticked - Approved
Once the required User has clicked the 'Approve' button, the 'Status' will change to 'Approved' and the 'Date Approved' will be noted.
Note: The Food Safety Plan will not be marked as 'Approved' and moved to the Approved Tab until all the Users noted as 'Assign Users to Approve' in the Study Details section have completed the approval within the Plans.