Connected Records/Programmes
Ideagen Safe Food is a fully integrated application that allows various Modules to communicate with one another. This means that information can be quickly retrieved using the 'Connected Records/Programmes’.
Select the Entity
Select the required entity, e.g. an Employee, to access the main page for said entity. The entity will be seen in blue text, which indicates a link.
Image: Selecting Employee from Employees list
Accessing the Connected Records/Programmes
On the entity main page, you will find several panels that you can expand to view the Connected Records/Programmes.
1. Expand and collapse the panel by clicking the arrow.
2. Click the blue hyperlink (usually a number or name) to view the Record/Programmes.
Note: Clicking the blue hyperlink (usually a number or name) will open the Connected Record/Programme in the same browser tab. To avoid this opening in the same broswer tab, simply use the right click of your mouse and select ‘Open link in new tab’.
Note: Archived or Deleted Records/Programmes will not be displayed in the list. Records that were created from a Programmes which has been Archived or Deleted will still be displayed.
Image: Navigating to Connected Records/Programmes
Note: Each of the Connected Records/Programmes panels will have different column headings.
For example:
- Records may show column headings of 'No', 'Date', 'Programme' and 'Status'
- Programmes may show column headings of 'Programme', 'Repeat', 'Last Actioned', Last Completed' and 'Next Due'
Entities Containing Connected Records/Programmes
The following entities have Connected Records/Programmes on their main page:
Master Data>Documents
Expand Connected Records/Programmes panels to view the following:
- Document Review: View any Document Review Records relating to this Document.
- Connections: View *Programmes where the Document is linked.
Note: *The Connections panel will show if the Document is selected within the following Programmes only:
- Auditing: Associated Procedures & Records>Procedures
- Management Review: Document Required>Procedure/Record
- Recall/Withdrawal: Procedures
- Business Process: Procedures
- Calibration: Procedure
- Maintenance: Procedures
- Pest Control: Procedures
- Pest Inspection: Procedures
- Training: Content>Procedures
Image: Document Connected Records/Programmes
Master Data>Employees
Expand Connected Records panels to view the following:
- Medical Screening: View any Medical Screening Records relating to this Employee.
- Training Record: View any Training Records relating to this Employee.
- Employee Review: View any Employee Review Records for this Employee.
- Job Description: View the Job Descriptions that this Employee has been set up with.
- Code of Practice: View any Code of Practice Records associated with this Employee.
- Contamination Control: View any Contamination Control Records for which this Employee has been selected.
- Microbiological Swabs: View any Microbiological Control Swab Records for this Employee.
Image: Employees Connected Records Panels
Master Data>Products & Materials>Final Products
Expand Connected Records panels to view the following:
- Specification: The Specification Document preview relating to this Final Product.
- Specification Review: The Specification Review relating to the Specification Document for this Final Material.
- Complaints: The Complaint Records relating to this Final Product.
- Nonconformance: The Nonconformance Records relating to this Final Product.
- Product Trace: The Product Trace Records relating to this Final Product.
- Recall/Withdrawal: The Recall/Withdrawal Records relating to this Final Product.
- Microbiological Tests: The Microbiological Control Tests relating to this Final Product.
- Batch Records: The Batch Records relating to this Final Product.
Image: Final Product Connected Records Panels
Master Data>Products & Materials>Services
Expand Connected Records panels to view the following:
- Specification: The Specification Document preview relating to this Service.
- Specification Review: The Specification Review relating to the Specification Document for this Service.
- Nonconformance: The Nonconformance Records relating to this Service.
- Complaints: The Complaint Records relating to this Service.
Image: Services Connected Records Panels
Master Data>Categories>Nonconformances
Expand Connected Records panels to view the following:
- Complaints: View any Complaint Records raised for this Nonconformance.
- Nonconformance: View any Nonconformance Records raised for this Nonconformance.
- Corrective Action: View any Corrective Action Records raised for this Nonconformance.
Image: Nonconformance Connected Records Panels
Master Data>Categories>Production Unit
Expand Connected Records/Programmes panels to view the following:
- Cleaning Programme: View the Cleaning Programmes in which this Production Unit was selected.
- Cleaning Record: View the Cleaning Records in which this Production Unit was selected.
Image: Production Unit Connected Records/Programmes Panels
Master Data>Contacts>Customers
Expand Connected Records panels to view the following:
- Complaints: View the complaints relating to this Customer.
Image: Customer Connected Records Panels
Master Data>Contacts>Sites
Expand Connected Records panels to view the following:
- Complaints: View the complaints relating to this Site.
Image: Sites Connected Records Panels
Master Data>Items
Expand Connected Records/Programmes panels to view the following:
- Calibration Programme: View the Calibration Programmes in which this Item was selected.
- Calibration Record: View the Calibration Records in which this Item was selected.
- Cleaning Programme: View the Cleaning Programmes in which this Item was selected.
- Cleaning Record: View the Cleaning Records in which this Item was selected.
- Maintenance Programme: View the Maintenance Programmes in which this Item was selected.
- Maintenance Record: View the Maintenance Records in which this Item was selected.
- Microbiological Monitoring Programme: View the Microbiological Monitoring Programmes in which this Item was selected.
- Microbiological Monitoring Record: View the Microbiological Monitoring Records in which this Item was selected.
Image: Items Connected Records/Programmes Panels
Master Data>Tests
Expand Connected Records/Programmes panels to view the following:
- Monitoring Programme: View the Monitoring Programmes in which this test was selected.
- Monitoring Record: View the Monitoring Records in which this test was selected.
- Receiving Programme: View the Receiving Programmes in which this test was selected.
- Receiving Record: View the Receiving Records in which this test was selected.
Image: Tests Connected Records/Programmes Panels
Risk>Food Safety Plan
Expand Connected Records panels to view the following:
- Food Safety Plan Review: View the Food Safety Plan Review Records for this Food Safety Plan.
Image: Food Safety Plan Connected Records Panels
