Checklist Management Training

Checklist Management Training

This guide covers how to configure and maintain the operational checklists that keep each Location compliant. In Culinary Key, checklists belong to a Location and are managed through Site Management.

How Checklists Are Created

You don't build checklists from scratch — every new Location is generated with a full set of daily checklists automatically. You create the Location first, using either:

• the Onboarding Wizard (Dashboard → Tools or Admin → Onboarding Wizard), or
• Create a New Location in the Location Manager.

See Creating Your First Location for the full setup steps.

Editing a Location's Checklists

1. Go to Dashboard → Admin and open the Site Management section.
2. Click Manage Sites, then choose the Location you want to configure.
3. Use the Edit options to adjust each part of the Location's setup:
   • Opening checks
   • Closing checks
   • Temperature checks (temp-checks)
   • Staff assignments
   • Cleaning tasks
   • Waste settings

Each section has its own editor, so you can update opening procedures, closing procedures, monitored temperatures, responsible staff, cleaning routines, and waste handling independently.

Access Requirements

Only users with the Owner or Admin role can manage a Location's checklists, and some actions — such as deleting a Location — are owner-only.

Deleting a Location

Deleting a Location removes all of its checklists and associated data. To prevent accidents, Culinary Key asks you to confirm by typing the exact Location name before the deletion goes through.

Best Practices

• Review each new Location's checklists before the premises starts trading so the full daily set is in place.
• Assign the right staff to each area of responsibility.
• Keep checklists up to date as menus, equipment, and routines change.
• Restrict Location creation and editing to Owners and Admins.