FSCFYA FSCFY productFSSYNCFood Safety Operations Platform

FSSYNC Setup

Customer Onboarding Checklist

Use this checklist to guide the first pilot or customer setup. It keeps account setup, location setup, templates, training, testing, and go-live readiness organized.

1. Customer Account Setup

  • Confirm company/customer name
  • Confirm primary billing contact
  • Confirm main admin contact
  • Confirm support contact
  • Confirm billing start date
  • Confirm pricing plan
  • Confirm number of locations
  • Confirm number of users

2. Location Setup

  • Add location name
  • Add location address if needed
  • Assign location to customer/company account
  • Confirm timezone
  • Confirm departments/areas if applicable
  • Confirm first inspection/log types needed

3. User Setup

  • Add Admin user
  • Add Manager/Supervisor users if needed
  • Add Inspector/Cleaner users
  • Assign each user to correct location
  • Confirm each user role
  • Confirm users can log in
  • Confirm password reset works

4. Template / Checklist Setup

  • Identify first templates/logs to build
  • Create or import first checklist
  • Add sections
  • Add questions
  • Configure required questions
  • Configure photo requirements if needed
  • Configure Low/Critical failed-question severity behavior
  • Confirm Finding / Comment field
  • Confirm Correction / Corrective Action Taken field
  • Assign template to correct location
  • Test template with safe test report

5. Workflow Testing

  • Start a test report
  • Complete passing questions
  • Test Failed + Low
  • Confirm Low creates finding/comment only
  • Test Failed + Critical
  • Confirm Critical creates CAPA
  • Test missing severity validation
  • Test missing Critical notes validation
  • Submit report
  • Review report
  • Return Needs Correction if applicable
  • Resubmit corrected report if applicable
  • Generate PDF
  • Archive test report
  • Archive test CAPA if created

6. Training

  • Train Admin user
  • Train Manager/Supervisor user if applicable
  • Train Inspector/Cleaner user
  • Show how to complete a report
  • Show how to add photos
  • Show how to document findings
  • Show how to document corrections
  • Show how to review reports
  • Show how to use Needs Correction
  • Show how to archive records
  • Show how to find archived reports

7. Go-Live Readiness

  • Confirm first live templates are ready
  • Confirm users are assigned correctly
  • Confirm role/facility scoping works
  • Confirm support contact is known
  • Confirm billing/pricing is agreed
  • Confirm first live use date
  • Confirm customer understands test vs live records

8. Pricing and Billing Setup

  • Confirm approved locations for billing
  • Confirm approved users for billing
  • Confirm subscription details during onboarding or in a written agreement with FSSYNC
  • Confirm billing start date
  • Confirm support contact for billing questions
  • Confirm cancellation requests are handled manually through FSSYNC support