What is Process Steps management
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.
Create a Process Step
Step 1: Starting on the Formulas tab, click on 'Process Steps' directly below the main navigation bar.
Step 2: Click 'New'.
Step 3: Assign a group and name.
Step 4: Click 'Continue'.
Step 5 (optional): Attach any necessary documentation.
Step 6: Click 'Save'.
Step 7: Repeat steps 1-6 for any additional process steps that will be added to a formula.
Add Process Steps to a Formula
Step 1: Navigate to the Recipes page of an existing formula.
Step 2: Select a recipe then click the 'Process Steps' tab just above the Base Recipe information box.
Step 3: Click 'Add Process Step'.
Step 4: Click 'Assign' next to any desired process step, adding them in the order you would like them to appear within the recipe. 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.