- Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
- Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
- Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
- Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
Routines template
Food temperature log workflow template
Each shift logs the temperature of every fridge, freezer and hot-holding unit. A reading out of range opens a corrective action for the manager on duty. Schedule it for every shift and set who takes turns.
Free for 14 days. No credit card. You can change every step and field.
How it runs, step by step
The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.
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Shift
Whoever starts the request
Starts the log. Pick the shift if a schedule did not already.
1 field in the request form
- ShiftOpening, Lunch, Dinner, Closing Choice
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Readings
A person or team you choose
One row per unit. Out of range? Tell the manager on duty now, then finish the log.
Due in 2 hours (business time)4 fields
- Readings *Columns: Unit or equipment, Temperature (°F), Time, Range, Initials Table
- Any reading out of range? *No, all in range, Yes, at least one Choice
- Which unit, and what did you do right away? * Long text · when needed
- Photo of the thermometer * Photo · when needed
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Corrective action
A person or team you choose
The manager on duty decides what happens to the food and the unit, and records it.
Due in 2 hours (business time) Runs only when needed3 fields
- Food *Moved to another unit, Reheated or cooled again, Thrown away, No food affected Choice
- Temperature on recheck (°F) Number
- What was done with the unit * Long text
Make it yours
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Pre-trip check → MaintenanceStart from this template
Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
Use this template