What is a process step?
A centralized location to manage the steps associated with producing food, packaging, or dietary supplements.
Why configure process steps?
This feature saves time by pulling steps into a recipe from an existing database instead of having to manually create them every time.
How to Create a Process Step
Step 1: Navigate to the Formulas > Process Steps sub-tab.
Step 2: Click New.
Step 3: Assign the following:
- Group
- Name
- Process Step Description
Click Continue.
Step 4 (optional): Attach any necessary documentation, if needed.
Step 5: Click Save.
Step 6: Repeat steps 1-6 for any additional process steps that will be added to a formula.
How to Add Process Steps to a Formula
Step 1: Navigate to the Recipes page of an existing formula via the Formulas tab > edit icon for a given Formula.
Step 2: Select a recipe then click the Process Steps tab.
Step 3: Click the blue +Add Process Step button.
Step 4: Click Assign next to any desired process step, adding them in the order you would like them to appear within the recipe. Then click Done.
Step 5: Click Add Information to add additional context for this step.
Step 6: Click Add Items to assign recipe items to this step.
Unlike adding steps, these items can be arranged at any point- so order does not matter.
Step 7: Click Save.
Step 8: Repeat steps 5-7 for each additional step that was added to the recipe.