Run the setup wizard

The setup wizard builds your account's reference data in one sitting, so batches and checks work on day one. Only the account owner can run it.

1. Open the account menu and click Setup Wizard.
2. Step 1: product types. Pick from common starting points (fermented hot sauce, jam, kombucha, and more) or add your own.
3. Step 2: critical control points. Choose the CCP templates that apply to your products, or add a custom one. Templates come with limits and corrective action text you can edit later.
4. Step 3: instruments. List your thermometers, pH meters, and other measurement tools. Serial numbers can be added later under Calibration.
5. Steps 4 and 5: calibration methods and reasons. Pick how and why you calibrate, so calibration logging has the right choices ready.
6. Step 6: products. Add each product, its type, and which CCPs apply.
7. Click Finish Setup. A summary shows everything that was created.

[facsimile candidate: setup wizard step 1, product type selection]

New accounts come with a little example data so screens are not empty. The finish page offers to remove it once your real setup exists.

You can leave at any point with the skip link; nothing is created until you finish. Running the wizard again later is safe: it adds new items without duplicating what you already have.

Related

• Set up products and product types
• Set up a CCP and its critical limit