To create specification sheet(s), you will first need to build a Specification Template. Once you have created a specification template with an internal flow, you can start building your specification sheet(s).
Create a Parent Specification
1. Click on Specifications within the left-hand navigation menu. Click Add Specification and give a unique name to your specification sheet and select a template for this specification sheet
2. Complete the specification information manually or use Dash to autofill fields by uploading a completed Spec Sheet. Dash will scan the spec sheet to fill in the information required in the Specification Template. and alert you to missing required information. The sheet can be saved and continue to be edited later.
Note on Category Descriptions: Category descriptions are editable in parent specifications using the text box. These descriptions are viewable (not editable) in child specifications.
View of a Category Description on a Child Specification
Note on Managing Tables in Specifications: If your specification sheet contains attributes related to Food Safety & Quality Assurance, they will appear formatted as tables. These attributes will be grouped by type (HACCP, physical attributes, chemical attributes, microbiological details, and defects) and separated into stand-alone tables allowing for multiple entries in each of these areas. For example, in the critical control point table, the user could list specifications for several different critical control points, such as Washing or Cooking. In the microbiological details table, the user could list specifications for multiple microbiological organisms.
In addition, custom attributes can also be formatted as tables.
To add additional rows, click the +Add Entry button. To delete a row, use the trash can at the end of the row.
Note: If a table was created in a Specification Template with pre-filled rows, the user will see those in the Parent Specification, but can still add additional rows.
3. User roles with editing permissions to “Parent Specification” can collaborate on the specification sheet. For more information about creating user roles, visit Creating Custom User Roles
4. Some attributes in the Ingredients & Nutrients Powered by Genesis Foods are automatically integrated with Genesis Foods. See Ingredients & Nutrients Powered by Genesis Foods to learn more about this integration.
Notes on Editing Parent Specifications:
Parent Specifications can now be edited or updated, even if they have already been assigned to locations and have Child Specifications. Locations with child specifications will receive a notification that the parent specification has changed and their status will automatically change to Awaiting Response.
A Supplier will see that who has made changes to the parent specification on the right-hand column under History along with the new status.
Internal Flows
To transition a specification through its internal flow, click the “Actions” button and select the next desired step from the Internal Flow list.
NOTE: Depending on how the internal flow was configured, there may be more than one transition button available for that step.
Once selected, the specification internal flow will transition to the next step and notify the necessary role(s) that the specification may need their review.