Getting started
Separate the person-in-charge opening review from receiving, preparation and service observations. Include employee-health and hygiene checks appropriate to the establishment's procedures.
Last updated September 13, 2026
United States: before you start
Set up records for the authority that regulates your US establishment. The FDA Food Code is a model used by state and local jurisdictions, with different editions and amendments in force. Choose the site's state, review the local requirements, and connect person-in-charge reviews to the actual food processes.
- Separate the person-in-charge opening review from receiving, preparation and service observations. Include employee-health and hygiene checks appropriate to the establishment's procedures.
- Schedule refrigeration and hot-holding checks, then use process records for cooking, cooling and reheating. Select the applicable local controls instead of assuming every state follows the same Food Code edition.
- At shift change, review missed checks, food removed from service and actions still open. Keep the responsible person and follow-up with the event for the local health department's review.
Create your account
- Go to the sign-up page and enter your organization name, email and a password.
- Open the verification email and confirm your address.
- Sign in — you're now the owner of your organization.
Add your first location
A location is a single cafe or site. Your first location is included in the plan.
- Open Sites from the menu (or run the guided Quick start).
- Choose the country and state, give the site a name, and add it.
Invite your team
Invite managers, supervisors and staff by email. Each person sets their own password when they accept.
Run your first daily checks
Daily checks (like fridge temperatures and opening/closing tasks) appear on Today. Complete them on web or on the mobile app on the floor.
