Skip to content

Setting up checkpoints and equipment

For
  • Head office
  • Partner
Works in the browserUpdated

Hygiene in Symiko has two levels: head office defines the checkpoints for all locations – for example “Measure the fridge daily”. Each location adds its equipment. A checkpoint that applies “per device” then becomes due for every matching device at the location.

Head office: define checkpoints

  1. Open “Menu” → “Hygiene & quality” → “Hygiene across locations”. The checkpoints are listed there below the status of each location.

  2. The quickest start is a template: under “Menu” → “Hygiene & quality” → “Templates” you choose your industry, tick the matching items, adjust them if needed and adopt them. You can also do this later – existing items are recognised and not created twice.

  3. For a new checkpoint, fill in “Title”, “Type” (for example device temperature, cleaning, goods receipt), “What is recorded?” (yes/no check, reading, text or photo) and “Frequency” (daily, weekly, monthly, per event, as needed).

  4. If needed, set the “Time windows” and, under “For every device of this type”, choose the type of device the checkpoint should apply to.

  5. For readings, enter “At least”, “At most” and “Unit”. Under “Note for the team” you write what the team should look out for; with “Photo required” you ask for a photo.

  6. Under “Location” choose a location or “All locations” and tap “Add checkpoint”.

Important: Checkpoints are never deleted, only switched off with “Deactivate” – so old records stay complete. Items and limits from the templates are a starting aid; check them for your business and adjust them.

Head office: who may sign off the day

  1. Open “Menu” → “Hygiene & quality” → “Hygiene across locations” and scroll to the “Settings” section. You can also get there via “Menu” → “All settings” → “Hygiene settings”.

  2. Under “Shift leads may sign the daily sign-off” choose yes (shift leads may sign) or no (only partners sign, including partners with several locations).

  3. Tap “Save”. Symiko reports “Saved.”

The setting applies to all locations in your system. Unless you change it, it is set to “Yes”. Partners and partners with several locations can always sign off the day.

Only head office staff who may edit hygiene can change this. Anyone who may only view hygiene sees the setting but cannot change it.

A new version of a template

When a new version of a template you adopted comes out, a number appears on the “Templates” menu item. Under “Templates” → “View updates” you see every changed, new or dropped item and decide one by one: “Apply” (the new version applies) or “Keep” (everything stays as it is with you); you can “Switch off” a dropped item. Nothing changes automatically.

Tip: If you adjusted an item yourself, the page shows your version next to the new one, and “Keep” is preselected. Earlier entries stay unchanged, new limits apply from the next day, and your assignment to locations, devices and roles stays.

Partner: add equipment

  1. Open “Hygiene” via “Menu” → “Hygiene & quality” → “Hygiene”.

  2. Under “Topics” → “Temperatures”, open the “Equipment” entry.

  3. Enter “Name” (for example “Counter fridge”), “Type”, “Area”, “Target min”, “Target max” and “Unit”.

  4. Tap “Add device”. From then on the matching checks for this device appear in the daily list.

You remove a device that is no longer used from the list with “Take out of service”. Devices are never deleted. If the checkpoint has its own limits, they take priority over the device's target values.

Opening days and closures

At the very bottom of “Hygiene”, under “Settings”, open the “Opening days & closures” page. There you set under “Opening days” on which days the location is open (“Save opening days”). Under “Closed days” you enter company holidays or closures with date and reason (“Add closure”). No checks become due on closed days.

HACCP plan

Under “HACCP plan” you find the current version: hazard analysis, checkpoints, checklists, limits and deadlines. Head office describes hazard, control, limit, monitoring and corrective action for each process step and releases the current state with “Release as version …”. Partners read each new version in full, tick “I have read version … in full and adopted it for my business” and confirm with “Confirm for …” for their location. Earlier versions stay available. You can print the plan with “Print / save as PDF”.

Browser and app

In the browser
You maintain checkpoints, equipment, opening days and closures in the browser.
In the app
In the app you record the checks. For equipment, the inspection report and official inspections, the app sends you to the browser.

Frequently asked questions

Can a partner create their own checkpoints?

Yes. In “Hygiene”, tap “Edit” at the top and “Add check” in the matching topic. Your own checks apply only at your location. You can only adjust head office checks with a reason.

Who sees the “Equipment” page?

Partners, partners with several locations and head office. Shift leads and employees do not see it.

Related articles

Didn't find what you need?

Inside Symiko, “Help” is always there – in the browser the question mark at the top, in the app under “Menu”: there you'll find the handbook, your support contact and the “Create ticket” button. Questions about your own processes are best answered by your head office. For questions about Symiko itself, write to us at hello@symiko.de.