Support

Getting Started

• Download the App
• How do I login in on the desktop?
• How to add a process form to the Dashboard
• How to add a signature to your user account
• How to show your company logo in the system
• How to show your company logo on a form
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User Set-Up

• How to add a signature to your user account
• How to delete users
• How to disable users

Building Process Forms

• Workflow

  • How to delete a status level from a workflow

• Field Groups

  • Articles coming soon

• Process Fields

  • How to show a reference field column in the field dropdown
  • Why are certain fields are not showing in the app?

• How to add a process form to the Dashboard
• How to copy a process and import
• How to delete a status level from a workflow
• How to show a reference field column in the field dropdown

Record Management

• How to download and import records
• How to filter process records by date
• How to print a single record in HACCP Records
• How to print multiple process records

System Management

• How to delete users
• How to disable users
• How to show your company logo in the system
• How to view your file storage limits

Mobile App

• Download the App
• How to add a photo on a mobile device
• How to make a form show in the mobile app

Showcase

• Articles coming soon

FAQs

• Can we export our data?
• How do I login in on the desktop?
• How do I submit a support ticket?
• Should I 'disable' or 'delete' users?
• What are your security practices?
• What is the backup process?
• Where is HACCP Records hosted?
• Why are certain fields are not showing in the app?
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Billing and Invoicing

• Articles coming soon