Getting Started Guide
Contents
1. Once you have purchased HACCP Now you need to email us your Product Serial Number to support haccpnow co uk and we will give you an Activation Code for entry in this box Option 1 Activate Using Product Seral Numbet To upgrade to the full version of HACCP Now you ne d to buy an Activation Code from the HACCP Now website or from a HACCP Now Sefutions Provider Product Seral Ho 1862878577 Activate Mor Activation Code N i n n To purchase HACCP Now from the HACCP Now Web Site click on this link Apton 2 Register and Pay Online using the Upgrade Wizar Running through this simple registration wizard will take through Purchas Automatic Activation of your HACCP How system Activate Now button and you will be upgraded to the Now Run the HACCP Now Upgrade Wizard To purchase HACCP Now using the Upgrade Wizard click on this link Alternatively you can run the HACCP Now Upgrade Wizard and this will take you through the stages of purchasing the correct version of HACCP Now The Wizard may not work if you are behind a proxy server In which case we recommend you use the Click here to BUY HACCP Now ONLINE link in the centre of the screen If you wish to continue without activating the software click Continue without Activation These screens will no longer appear after you have activated the software After the Activation Code has been entered2. current Source Database of Control Measures 9 0 HACCP Instruction Card Hazard Analysis 3 The View Menu CP instruction Card Build HACCP Terms of Reference Select to move to HACCP Terms of Reference View i e to switch to it ink Process Flow Diagram Select to move to Flow Diagram View of ref i e to switch to it Terms of reference HACCP Instruction Card Selected when in HACCP Instruction Process Flow Diagram Card view v HACCP Instruction Card Main Menu Select to go to Main Menu view i e to switch to it Note When you move between different views your data remains loaded and will normally be there when you return unless you have cleared it 4 The Mode Menu z Build Database Stores the new relationships created as you Aiai A ETGT work when you select information that is not already related This then builds knowledge and speeds up decision making in the future Edit Step Allows editing building of a HACCP Instruction Card Ohm Document Links 3 v Build Database without adding new relationships Use mainly when you are editing an existing process step 5 Edit Step ed Oe ee a Note To get the most out of HACCP Now you should operate in Build mode when writing new HACCP Process Steps and operate in Edit Mode when editing a card which has already been built 9 0 HACCP Instruction Card Hazard Analysis Procedure for creat
3. Ca loge Heore Product ID 664981470 This LARGE settings button displays the Database Utilities screen that is used to manipulate the Knowledge database and also the Client HACCP database These are interchangeable in HACCP Now making it extremely useful for developing industry or client specific HACCP databases The Set Current button sets the displayed Clients Client or Site to the currently loaded Client or rarna 3 Set Current Site This should be used cap by Client New Client No 3 Tel Consultants or Multi Site food businesses Contact f itle Mr Fax 025465 4354 ContactName Full James T Flynn 1564951654 Contacf Position Manager Mobile Ueda le Addregs 1 fi 23 Any Town Addrgss 2 Any Street O O Address 3 Any Region Addfess 4 Any County edit using the Arrows and the bottom of j EH1 234567 the screen 2 Change the details as required A Change EEEE Change WAAAY sdasdas Co Activities 3 Click the Update button when you have made your changes in order to save the new details 3 3 Delete Hetre Update Close Notes 1 The logo MUST be copied to the folder C Program Files HACCP Now Logos before changing the logo above 2 Complete ALL fields as they are all mandatory in the system 3 Click the Update button before you click Close in order to save your information 7 0 HACCP Study Terms of reference Procedure for creating a new HACCP Study The best place
4. Flow Insert Study Insert left line Delete current Diagram Title item Print Flow Insert Process Insert text label Exit HACCP Diagram Step Now Familiarise yourself with the layout of the menu above before proceeding to the step by step procedure overleaf Insect right line Background colour 8 0 HACCP Study Process Flow Diagram Procedure for creating a Process Flow Diagram 1 Start up the program and click on HACCP Studies in the tree view menu on the left of the screen this will now show buttons on the right of the screen including the Flow Diagram button 2 Next expand the HACCP Studies tree by double clicking it or clicking the plus sign to the left of the text HACCP Studies this will display a list of HACCP Studies Select the HACCP Study you wish to build or edit the Flow Diagram for and then click the Flow Diagram button This will display the Flow Diagram for the selected HACCP Study 3 If this is anew HACCP Study created in Terms of Reference the drawing space will be clear so you are ready to draw a new Flow Diagram Alternatively use the File gt Open menu to select a study that already exists 4 If creating a new Flow Diagram first INSERT a Title either by using the Insert menu or by clicking the title soeed icon Type in a valid name ensuring that you DO NOT USE A NAME THAT ALREADY EXISTS You can check this by using File gt Open but will be warned be
5. be reminded about this but are free to proceed at the Control Measures tab 9 Each Control Measure will always have a Hazard Control Resource Graphic associated with it as well as a default responsible person The Hazard Control Resource for the particular Control Measure will automatically be displayed in the Hazard Control Resource tab area of the screen which you will need to see You can choose to accept this graphic or choose another by selecting one in the drop down list You MUST however enter a caption for the Hazard Control Resource by typing in a short description of what the Hazard Control Resource Graphic represents Critical Limit Monitoring Procedure and Corrective Actions don t have graphics associated with them but do have a default responsible person associated with them Again the responsible person automatically displayed as with Control Measures can be accepted or changed to another in the list or a new one entered which will be added to the database 10 After completing the Control Measure data for the Hazard you can now select a Critical Limit Monitoring Procedure and Corrective Action in a very similar way to the selection of a Control Measure This time however the information is related to or associated with the Control Measure i e NOT the Hazard and as such any data selected will be check to see firstly if it exists and secondly if it is related to the Control Measure If the Critical Li
6. business and other organisations who wish to create a HACCP system documentation for their business only This supports the creation of many HACCP studies for many different sites within the same business Knowledge bases can be imported for use into the Manufacturers version from another source e g from a Consultant who has created your HACCP Plans for you HACCP Now for Manufacturers comes with all the HACCP Manual templates and Training Materials built in These are available after the software has been activated and are downloaded from the HACCP Now web site e HACCP Now for Consultant s This version allows everything the Manufacturers version allows but also supports the creation of your own industry specific knowledge databases or client specific databases This is used when a Consultant wants to share knowledge with others or simply to deploy the HACCP databases at their customer s site at the end of a HACCP project where the Consultant has carried out the HACCP study HACCP Now for Consultants comes with all the HACCP Manual templates and Training Materials built in These are available after the software has been activated and are downloaded from the HACCP Now web site We have a network of partners who can provide local sales and support to our customers We also have a centralised help desk in order to assist customers with technical queries Please see the section titled Support Contacts on the front cover of this guide for mo
7. folder on your PC or computer network by clicking the Save button and then run the installation kit later These options are explained in the screen shots below File Download Security Warning Do you want to run or save this file Name setupcaterers exe Type Application 43 8MB From wii haccpnow co uk c T While files from the Interet can be useful this file type can 7 The Run button will i potentially harm your computer IF you do not trust the source d The Save button will download and then C5 iun or save this software what s the risk download to setup file to a immediately start the folder for later manual installation of HACCP execution Now When setup is run the screen shown below will be shown and the rest of the installation process will be identical as if a CD had been placed into your PC Installation from Download or CD To install HACCP Now double click on the relevant setup exe file in the download folder or on the CD If installing from CD then after a few seconds the CD will start up and display the install HACCP Now installation screen as below InstallShield Wizard a Freparing to Install p HACCP Now Setup is preparing the InstallShield wizard which will guide vou through the program setup process Please watt Note When installing from a CD if this does not happen then you will need to activate the setup application manually Usually this is because your
8. simply click the purchased version of HACCP 5 0 Changing your Username and Password There are some tasks that you should complete in order to make life easier The first of these is to change your username and password This is because you are still logged in as the DEMO user 5 1 Using the Wizard to Change your Username and Password When you first login the Change Username and Password wizard will appear as shown below HACCP Now Profile Wizard Step 1 of 3 i x HACCP Now step 1 Change Username amp Password Please enter your user details Your User Mame DENIC Current Password 1 Enter the Current New User Name Password This will be New Password DEMO if you have not already changed it n 2 Next enter the new username you wish to use and the password and new password confirmation Cootirim Password Language English HACCP ka 4 3 Click the Next gt button HACCP File CiProjects HACCP File found HACCP DataiH amp ccPDataDEMio cine _ The Enter Company Details screen in the wizard will now be shown as below i HACCP Now Profile Wizard Step 2 of 3 f X as HACCP Now step 2 Enter Company Details Please enter your site details Client E Food Company Ltd Contact Title Mr Contact Mame Full HACCEF MANAGER e g Mr Mrl Contact Position Technical Manager Tel i 0234567890 Address 1 THIS IS ANUNLICENS Fa
9. the Selected list if desired by selecting the item to be removed and clicking the left pointing hand or by double clicking the graphics in question 13 Finally the training section contains a very powerful tool for maintaining traceability of staff working at Process Steps as well as the training they have had To add edit new employees click on the Add button and a screen will pop up asking you for the required information Complete the required information and select Add or Next to add another record When you have finished this task you will be asked if you wish to associate the newly entered employee with the current process step Answer as appropriate you can always associate them later 14 To add edit an employees training records click on the Records button and the top part of the screen will contain the employee list which can be navigated using the arrows The bottom part of the screen will show the training record for the employee Everything here is fully editable with the exception of system ID numbers 9 0 HACCP Instruction Card Hazard Analysis KEY POINTS TO NOTE Once you begin entering information for a Hazard you MUST complete that information right through to Corrective Actions This is a requirement because of the potential for missing out vital information that could lead to a food safety problem The only exception to this is for hazards that are identified that are NOT CCP s these must have a Control measure i
10. the previous page After this the application should begin the installation procedure If this does not work please contact our technical support department on support haccpnow co uk 2 0 Installing HACCP Now The next screen to be displayed is shown below Windows Installer Preparing to install Dancel This screen will be shown for a few seconds and installation can be cancelled at this stage by clicking the Cancel button Note If you see the following screen Windows Installer Another version of this product ts already installed Installation of this version cannot continue To configure or remove the existing version of this product use Add Remove Programe on the Control Panel Then you already have another version of HACCP Now installed and should remove it if you want to install this version This can be done via the Control Panel in your PC where an option to Add Remove programs can be found NEVER DELETE the HACCP Now folder in your PC and always use the Add Remove Programs option to remove HACCP Now properly Important Note If you have been creating HACCP Studies already using the older system please make sure that you make a back up copy of the following files before removing an installation of HACCP Now 1 All the HACCP Data files located in C Program Files HACCP Now HACCP Data 2 The Hazard Knowledge Base files located in C Program Files HACCP Now Source Data 3 Your Logo files
11. then click include associated rm the Next gt button documentation OEF H ARS PRODUCT The SOFTWARE PRODUC Lats includes any updates and supplements to the original z do not accept the terms in the license ees lt Back J Next gt Next the License Agreement will be shown In order to continue with installation of the software you must click the I accept option and then click the Next gt button 2 0 Installing HACCP Now Step 4 View the Read me File fs HACCP Now InstallShield Wizard DER Readme Information Please read the Following readme information carefully HACCP NOW READ ME Thank you for purchasing HACCP NOW We hope it meets all your HACCP needs Fit does not please contact us and we will deal with your issue or discuss any requests for change you may have via the HACCP NOW User group which you are welcome to jom IFrequire support please contact us at support haccp2000 com DEMO Password The Deme version password is DEMO this is CASE sensitive hal Cancel The readme file is used to inform you of any known issues and other useful information This file also holds details of who to contact if you have a problem with installation To proceed to the final stages click the Next button after reading the file 2 0 Installing HACCP Now Step 5 Choose your installation folder this step may not be enabled on your installation i HACCP Now InstallShield Wizard Destination Folde
12. to create a HACCP study is at the HACCP Terms of Reference screen Follow the procedure below in order to create a new HACCP Study 1 Start the system and login 2 Click on HACCP Studies in the Main Menu list The HACCP Studies options will now be displayed on the right of the screen Notice the Terms of Reference button 3 Click on ANY HACCP Study on the Left of the tree below HACCP Studies expand the tree by clicking on the plus sign next to HACCP Studies 4 Now click the Terms of Reference button on the right of the screen This will display the Terms of Reference Screen 5 When the Terms of Reference Screen is shown click on the New Study button and notice that the Select Study drop down list changes to a New Study textbox The New Study button will also change to Save Study 6 Enter in your new HACCP study name and click the Save Study button The new study will be created and will now appear in the drop down list for Select Study 7 Finally enter all the information you wish to in each Tab of the screen The information displayed in the printed output consists of a page for each entry The Title of each entry will be the Header as shown on the form and the information below each Header i e the Body is displayed immediately under each Header Note Remember to enter your Document Control information at the bottom of the Terms of Reference screen 8 When
13. CD ROM s autorun feature has been disabled See overleaf for details on how to manually activate the setup application 2 0 Installing HACCP Now To activate the setup application manually use your Windows or File explorer application to find the CD ROM or the folder you extracted HACCP Now to as shown below DISK1 File Edit view Favorites Tools Q pack X z S pO Search Folders E Desktop E B My Documents 4 My Computer E A 314 Floppy 4 Se 50_02_80 C 9 G Control Panel a Folders ies Name B Common program files B System32 0x0409 E Autorun BIHACCP Now Ejlinstmsia Size 5KB 1 KB 33 438 KB 1 669 KB 1 780 KB Type File Folder File Folder File Folder Configuration Settings Setup Information Windows Installer P Application Application Sele x Date Modified 29 02 2004 15 04 29 02 2004 15 04 29 02 2004 15 04 02 05 2002 20 11 29 02 2004 15 04 29 02 2004 15 04 11 03 2002 14 45 11 03 2002 15 06 Ga Shared Documents 3 Slinstmsiw O James T Flynn s Documents Al setup 208 KB Application 29 02 2004 15 04 9 mobile Device Setup 2KB Configuration Settings 29 02 2004 15 04 Reg My Logitech Pictures My Network Places Recycle Bin Double click the file called setup to begin the installation of HACCP Now Select the file called Setup and double click this file to run the setup application This will then display the screen shown on
14. Getting Started Guide http www haccpnow co uk sales haccpnow co uk All support issues should be emailed to support haccpnow co uk CONTENTS Section 1 0 2 0 3 0 4 0 5 0 6 0 7 0 8 0 9 0 10 0 11 0 Content Introduction Installing HACCP Now Logging in to HACCP Now Upgrading HACCP Now Changing your Username and Password Personalise HACCP Now HACCP Study Terms of reference HACCP Study Process Flow Diagram HACCP Instruction Card Hazard Analysis Document Linking to your Quality System Publishing your HACCP Study Page 14 15 17 19 23 24 26 33 38 About HACCP Now HACCP Now has been written by highly experienced HACCP Practitioners in order to meet the needs of the Food Industry If is based on the 7 Principles of HACCP as outlined in Codex Alimentarius and Campden amp Chorleywood s TM38 HACCP Now comes in 6 different versions as follows e DEMO version The DEMO version is used for evaluation purposes only and is available from http AWwww haccpnow co uk downloads asp This version allows full access to the system for up to 14 logins and allows the full system functionality except printing of HACCP Instruction Cards It can easily be upgraded to the Caterers Butchers Small Business Manufacturers or Consultants version by the purchase of an activation or unlock code e HACCP Now for Caterers This version is an upgrade from th
15. HACCP Now should automatically enter the password for you when you select the DEMO user After the correct username and password a splash screen will be displayed and then you will be taken to the main menu of HACCP Now 4 0 Upgrading HACCP Now After logging into HACCP Now as the DEMO user a message will be displayed as follows You have 13 uses of HACCP Mow left before the DEMO version expires Please upgrade to ensure you do not lose your HACCP work The number of uses decreases by one each time you start the application until you have none left This should give enough use of the system in order to decide if you wish to purchase HACCP Now After clicking OK as shown above the Upgrade HACCP Now screen will be shown This is the screen where you can buy HACCP Now either from the HACCP Now Web Site or by using the HACCP Now Upgrade Wizard After purchasing from the web site you need to email the Product Serial Number shown in the centre of the screen to support haccpnow co uk requesting your Activation Code although an email will be sent to you requesting this Once we have verified payment we will email you an Activation Code for your software You simply key in your Activation code and click Activate Now in order to upgrade HACCP Now 4 Upgrade HACCP Now Thank you for evaluating HACCP Now HAC C P N OW Tou may use this Evaluation copy of HACCP Now a total to upgrade You have 6 uses of HACCP Now left before the
16. avigate to the DEMO user record Current Source relativ Current Client relativ 2 Type over the DEMO username with your new username e g Jim 3 Click the Update button to save your new username Refresh Update Note You must click the Update button in order to save your new username The Logo can also be changed at this screen 5 0 Changing your Username and Password 5 2 Using the User Details Section to Change your Username and Password Step 3 Change your password Next click the Change button to the right of the Password field as shown below w User Details Edit the user name by typing and then clicking Update when finished All other fields can only be altered by ange button 1 Click the Change button By Profile Name English HACCP _Change next to the Password field SEND Login Status ea 13 Password iiai Change 2 Enter the current password avond au f d below enter the current password and the i e DEMO followed by your ll as its confirmation and click OK to proceed new password twice and then click OK Logo Preview atHaz0 ta HAC Enable New Password Verity New Password OK Cancel 3 3 Refresh Delete Update After completing the above procedure you will return to the user details screen Click the Update button and then the Close button and log out of the system and try to log in to verif
17. blish flag must be set to do this click the publish check box next to the documents you wish to publish see document links screen The Study or Step must be Saved as a Web Page in order to publish this information This option is available at the Process Flow File gt Save As Web Page menu OR the HACCP Instruction Card File gt Save As Web Page menu This process is described in detail overleaf Once a document link has been saved you can return to this screen to work with that document Clicking on the blue hyperlink on the screen will prompt you if you wish to View the Document or Edit the Document Link record This is a convenient way of managing all your documents and ensuring that only live documents are published into your company s procedures 11 0 Publishing your HACCP Study In order to ensure that all the documents and information you expect to see are published you must ensure that the publish flag is selected and then click the Save button see below Document Links f x m Study Details HACCP Study BEEF PROCESSING Study Links Process Step 1 0 INPUT Step Links Document name Document Type Status Incomming Goods Procedure V Publish Remove sf Cleaning Instruction Instruction MV Publish Remove ha Add Edit Remove lt lt Back Close Following this you have two options as follows Publish only the information for this
18. dentified but do not need a Critical Limit Monitoring Procedure or Corrective Action Each Control Measure has an associated Hazard Control Resource Graphic This Graphic is automatically loaded in whenever an existing Control Measure is selected and a caption MUST be entered for it by typing underneath the Hazard Control Resource A HACCP Instruction Card must have a Title Step Name and Number as well as Issue Information fully completed in addition to the HCR captions mentioned above before it can be saved This ensures there are no crucial gaps left in the HACCP data Remember that you can Print Preview at any time to see what the HACCP Instruction Card looks like by selecting File gt Print Preview or clicking on the Print Preview icon HACCP Instruction Cards are saved along with the Flow Diagram information to the HACCP Database Individual Hazard Control Measure Critical Limit Monitoring Procedure Corrective Actions and Responsible Person as well as Graphics data and all their associations relationships are saved to the Source Database when running in Build mode 10 0 Document Linking to your Quality System Note This feature is only available in the Manufacturers and Consultants version of HACCP Now HACCP Now has Document Linking facilities that mean the system can be linked into all manner of existing HACCP Documentation When used in conjunction with the Save As Web Page functionality HACCP Now provid
19. e DEMO version and is designed for Catering businesses It includes a ready to use Catering HACCP Study that simply requires review and approval HACCP Now for Caterers also comes with all the HACCP Manual templates and Training Materials built in These are available after the software has been purchased and activated and are downloaded from the HACCP Now web site e HACCP Now for Butchers This version of HACCP now is an upgrade from the DEMO version and is designed for Butchery and Meat Processing based businesses It includes ready to use HACCP studies for meat processing hamburgers sausages and other common Butchery operations HACCP Now for Butchers also comes with all the HACCP Manual templates and Training Materials built in These are available after the software has been purchased and activated and are downloaded from the HACCP Now web site e HACCP Now for Small Business This version of HACCP Now is designed for small and medium manufacturing businesses typically with less than 50 employees It provides all the HACCP Now features with the exception of publishing HACCP Plans on the company network and creating new knowledge and client databases HACCP Now for Small Business comes with all the HACCP Manual templates and Training Materials built in These are available after the software has been activated and are downloaded from the HACCP Now web site e HACCP Now for Manufacturers This version is designed for larger food
20. es a completed HACCP Centric Document Management System This means that instead of maintaining many different manuals consisting of printed paperwork you can now manage all your HACCP Pre Requisite GMP and Quality information in one central place The Document Links screen can be accessed directly from the loaded HACCP Instruction Card from the Links Menu and is shown below Document Links E X Study Details HACCP Study BEEF PROCESSING Study Links Frocess Step 1 0 INPUT Step Links Microbial growth time excess temperature excess CM Links Effectivel operating vehicle chiller chill _minimum time out CL Links Product temperature 1 doC 0 50C MP Links Check product temperature each batch ref QCA CA Links Inform Manager hold batch inform supplier review supplier 10 0 Document Linking to your Quality System Using the Document Links feature the user can associate one or more Documents of ANY type with the HACCP Study at any of the following levels e The HACCP Study itself useful for other information relating to that Process or Product as a whole An example of use here may be a link to a plan of the Production Line e The HACCP Process Step useful for linking to and publishing of Step Specific information or data such as Work Instructions or Standard Operating Procedures e The currently selected Hazard this can be used to explain the rational behi
21. fore saving your work anyway 5 Next INSERT a Process Box via the Insert menu or by using the appropriate speed icon The Process Box may be dragged about the screen to the position you want to place it by moving the mouse over its edge and pressing the mouse button down and holding it down while you move the Process Box When you have the Process Box at its desired location simply let go of the mouse button i e drop the Process Box Enter in the Step Number Step Title Temperature and Time Range for the product at that step Colour code the Process Box as required by using the Format menu functions 6 INSERT a Down Up Left or Right Line as required and colour it if required using the Format menu Any of the Lines can be dragged and dropped in a similar manner to the Process Box above but you must click directly over the centre of the line in question The Lines can be drag re sized by clicking directly over the arrowhead and dragging the mouse to the desired length 7 When you eventually run out of space on the page and can no longer add any further Flow Diagram components add a Page Connector in the same manner as above and colour it as required using the Format Menu 8 Join up all your Process Boxes Lines and Page Connectors as required 9 Now via the INSERT Menu Add a Page and add more Process Steps Lines etc as required 10 Regularly Save your work and Preview it to see what it will look like when p
22. ill clear any data from the CCP Decision Tree question drop down lists 7 Next you will need to complete the hazard analysis To see each of the Codex Decision Tree questions hold the mouse pointer over the label for each question and the question will appear Answer each question and the CCP will be determined automatically 8 At this stage you will need to decide if you wish to use the Safety Risk Significance SRS Factor determination area To get there you will need to click on the Hazard Analysis Safety Quality Matrix tab Once there simply select Quality or Safety and then answer each of the questions for Severity and Risk The SRS Factor is automatically determined and will prefix the Hazard when printed or Saved as a Web Page 9 Having completed the Hazards section we are now ready to proceed to the Control Measures section This is achieved by clicking on the Control tab Once in the Control area notice that the current hazard is displayed at the top of the area and that the procedure for selecting a Control Measure is very similar to that of selecting a Hazard Again if you wish to add a new piece of data you should simply type it into the Control Measure selector drop down list and click on Select This will then allow the new Control Measure to be added to the Source database and then associated with the currently selected hazard 10 If you chose not to use the SRS system to quantify the Severity and Risk of the Hazard you will
23. ing a HACCP Instruction Card 1 Create a Process Flow Diagram and ensure that you Save it as described in the Flow Diagram section 2 At the Process Flow Diagram Screen Select Hazard Analysis Mode in the Mode menu 3 Decide which Process Step you wish to create a HACCP Instruction Card for and simply click on it This will load the current Process Title and Process Step name into a blank HACCP Instruction Card screen after checking that the Title and Name do not exist already If when the HACCP Instruction Card displays it has data in its description and Hazards etc then the Study Name and Step details have already been entered Note You will be warned that if there is a currently loaded HACCP Instruction Card and you have not saved it that you should do so if you do not then any unsaved work will be lost 4 When you arrive at the blank HACCP Instruction Card screen you should type in a description for the Process Step Be as accurate as possible and in particular describe things or events that have a positive or negative effect on Product Safety and Quality Regard should be given to times temperatures packaging people machines etc There is a maximum space allowed of around 400 characters so if you find that no more words appear even though you are typing then you have exceeded the maximum and should re phrase in a less wordy manner 5 Having entered the description you should ensure that the Hazard Number is at N
24. located in C Program Files HACCP Now Logos 4 Any documentation for your HACCP Manual located in the relevant HACCP Manual folders you have created or in the folder C Program Files HACCP Now HACCP Manual folder After making a copy of these files store the copy in another folder and then uninstall HACCP Now and re install the new version You can simply copy these files back to their original locations and your data will be safe We cannot be held responsible for the deletion or loss of any files on your computer as a result of deletion or failure to keep back up copies of the above files 2 0 Installing HACCP Now Step 2 Run the Install wizard The next screen to be shown is as follows i HACCP Now InstallShield Wizard Welcome to the InstallShield Wizard for HACCP Now The InstallShield Fi Wizard will install HACCP Now on your computer To continue click Mest WARMING This program is protected by copyright law and international treaties Click the Next gt button to move to the next stage i Cancel Simply click the Next gt button to proceed 2 0 Installing HACCP Now Step 3 Accept the License Agreement ii HACCP Now InstallShield Wizard License Agreement Please read the Following license agreement carefully HACCP 2000 HACCP Now End User License cement ELLA IMPORTANT REAT CAREFULLY This ASD LTD Solutions oe End User License i product identified ab must click the I accept option and
25. ly as a Web page for example The Print Preview is a very useful feature that allows the viewing of the Process Step s hazard analysis as you build it 2 The Edit Menu Edit View Mode Tools Help Cut Copy Paste Hazards Control Measures Critical Limits Monitoring Procedures Corrective Actions Responsible Persons Hazard Control Resources Graphics Protective Clothing Required Note It is recommended that data is only deleted from the source database when absolutely necessary as this is a knowledge base and ALL KNOWLEDGE IS USEFUL sooner or later Cut Remove the currently selected text Copy Copy the selected text to the Clipboard Paste Paste in the text from the Clipboard Hazards Display and Edit the current Source Database of Hazards Control Measures Display and Edit the current Source Database of Control Measures Critical Limits Display and Edit the current Source Database of Critical Limits Monitoring Procedures Display and Edit the current Source Database of Monitoring Procedures Corrective Actions Display and Edit the current Source Database of Corrective Actions Responsible Persons Display and Edit the current Source Database of Responsible Persons Hazard Control Resources Graphics Display and Edit the current Source Database of Hazard Control Resources Protective Clothing Required Graphics Display and Edit the
26. mit Monitoring Procedure or Corrective Action either don t exist or are not related you will be prompted to set the data up by selecting a default responsible person etc if running in Build mode 11 On saving your work if you have not already done so you will be asked to enter Issue and Document information This is very straightforward and can be done at the Document Control tab on the screen You should type in the required information at the bottom of the screen Note that you can enter multiple Document Amendment information here This is very useful because it can be used as an audit trail and during review verification activities 12 To enter Protective Clothing Required or GMP graphics click the GMP tab and you will see two lists The list on the left is a list of Protective Clothing Graphics Available whilst the one on the right is the list of Protective Clothing Graphics Selected Simply select graphics on the left and press the right pointing hand or double click the graphics on the left to move the required items over into the Selected list When you have the graphics you require in the right hand list click the Load button and they will be displayed from left to right in the order they appear top to bottom in the Selected list To change the order select a graphic and use the Up and Down buttons to the right of the selected list and then re click Load to display the new order Graphics can be removed from
27. n in HACCP Now la xl HACCP Now User Details E This section of HACCP Now allows you to manage your user details If your are an administrator it oe eee Now Standard V4 ONHACCP Manual allows you to manage the user details and privileges of others tudies HACCP Now Training Pack HACCP Now Help system Bil Database Utilities amp L Edit User Details i About HACCP Now User Details P HACCP Waw Upgrades and Updates amp Start Use ard E E E 2 Select Edit User Details 1 Click on the User Details OR start User Wizard as section on the left to see the needed screen on the right DEMONITRATION Exit HACCP Now COPY Ca Logo Hore Product ID 664981470 Step 2 Change your Username If you click on the Edit User Details button the User Details screen below is shown At the User Details screen click the inside right arrow twice in order to navigate to the DEMO user as shown below 4 User Details Edit the user name by typing and then clicking Update when finished All other fields can only be altered by using the appropriate Change button User ID 27 Profile Name English HACCP Change User Name DEMO Login Status 0 1 No Accesses 3 Logo Preview Password pict Change Logo Path relative lLogos yourlogobmp Change DEMO Yersion CAProgram Files HAC CAProgram Files HAC Version 1 Click the inside right arrow twice in order to n
28. nd the selection of that hazard possibly describing why the hazard was selected the precise nature of the hazard and more e The currently selected Control Measure this may explain the nature of the Control Measure and perhaps why it was chosen and why it is effective e The currently selected Critical Limit perhaps to explain why the Critical Limit was chosen and reference other information that was used to select that Critical Limit e The currently selected Monitoring Procedure this can be used to link not only to the actual Procedure itself but any data that is captured as a result e The currently selected Corrective Action this link can contain the detailed procedures that are to be followed in the event of Corrective Action being required Creating Document Links is easy simply click on the relevant Links button and then the screen will change to one like that below Document Links E x m Study Details gt HACCP Study BEEF PROCESSING Study Links Process Step 1 0 INPUT Step Links Document name Document Type Status Incomming Goods Procedure Publish Remove Edit Remove Save lt lt Back Close To Add a Document Link simply click the Add button and then use the screen overleaf to enter a Document title select the document itself the Document selected can be anywhere on the PC or network but it is good practice to keep your documents in a cen
29. o1 this is located near the bottom and to the left of the Hazard Possible Causes text box if not move it to No1 by clicking the Up and Down buttons Next click on the type of hazard in the area marked Hazard Selector i e All Types Microbial etc this will fill the hazard selector drop down list Note the list can be filtered by a phrase e g temp or residue Now click the down arrow on the right of the hazard selector and you will see a drop down list of all the Hazards that exist in the Source database which fit the filter and option button criteria selected They are ordered alphabetically and by hazard type Scan down the list to see if the Hazard you have identified already exists this is useful because if it does then there could be Control Measures and other data already associated with the Hazard that you can use This process means you will save time and you will also be consistent throughout your HACCP study If you see the Hazard you want select it in the list if not type in a new hazard directly into the drop down list and click the Select button and you will be prompted to add the new hazard to the database if you are running in Build mode Note Always scan the existing Hazards first rather than adding duplicate Hazards to the database 6 After having selected a Hazard you should now click the Select button This will select the hazard and copy it across to the Hazards text box and at the same time this w
30. other area you will want to personalise is your company details This is used when printing HACCP Instruction Cards and other reports in order to provide the site address and contact details To access this click on Database Utilities from the main menu screen A HACCP Now Click on the folder in order to change the pe eA a Knowledge database you want to work with a TEJ CA Projects HACCP Now Standard V4 0HACCP Manual Lts section o HATE Now alone yor F i HACO Sude aa yee oes You wont normally need to do this unless you a areal mie have purchased the Consultants version i DEERE Utiliti SY About HACCP Now User Details C Projects Haccp Now Source Data HazDataDEMO mdb amp HACCP Now Upgrades and Updates Went HACCP database G Click on the folder in order to change the 1 Click on the Database Utilities option in Piess HacepNewwaceP oaswacce HACCP data file for a given client You won t order to edit the current Client details on the cere normally need to do this unless you have right of the screen p waorernuta purchased the Consultants version Title Approval Job Title Logo ogos yourlago bmp DEMONSTRATION OFY ce Lago Hare a Click on the button to quickly change to another logo you have loaded in the C Program Files HACCP Now Logos folder 2 Click on the LARGE settings button to display the Client Details screen CEMONSTRATION Exit HACCP Now cory
31. r Click Next to install bo this Folder or click Change to install bo a different Folder Install HACCP Mow to C Program Files H amp 4CcP Now i Cancel You may be able to choose your installation folder at this stage However we strongly recommend that you stick to the installation folder given as this helps with any support and upgrade tasks Click the next button to proceed 2 0 Installing HACCP Now Step 6 Ready to Install The final screen shows a summary of the information gather during the set up process so far ii HACCP Now InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation TF you wank to review or change any of your installation settings click Back Click Cancel to exit the wizard Current Settings Setup Type Destination Folder C Program Files H4CCP Now User Information Name Jim Flynn Company 45D Led Click Install to complete the installation process 2 0 Installing HACCP Now Step 7 Installation The installation takes place and this takes a few seconds or a minute or two depending on the speed of your PC i HACCP Now InstallShield Wizard Installing HACCP Now The program Features you selected are being installed Please wait while the InstallShield Wizard installs HACCP Now This may take several minutes Status Initializing ODBC directories Cancel 2 0 Installing HACCP Now Step 8 Launch the application fo
32. r the first time After installation the following screen may be shown This allows you to start the HACCP Now application immediately ii HACCP Now InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed H4CCP Now Click Finish to exit the wizard Launch the program Show the readme File Cancel If the Launch the program option is checked then HACCP Now will be started as soon as the Finish button is checked A shortcut icon to HACCP Now will be installed on your desktop and also on the Program Files menu for subsequent launching of the application After successfully installing HACCP Now remove the CD if you have one to a safe place where it will not be damaged or scratched 3 0 Logging in to HACCP Now When HACCP Now is started the login screen will be displayed as shown below A HACCP Now System Login Select a User Name from the drop down list and then enter a Password to login Language English HACCP User Hame DEMO Password pe Cancel Hote for DEMO version select DEMO in User Name drop down list and the type DEMO in the Password field Technical Support DEMO System The very first time you log in to HACCP Now you will always select the username DEMO from the drop down list This will give you up to 14 uses before the system will no longer start Note The password for the DEMO user is DEMO this must be in UPPER CASE letters
33. re information 1 0 INTRODUCTION We would like to take this opportunity to thank you for purchasing or considering the purchase of HACCP Now if you have the evaluation version We hope that HACCP Now saves you lots of time and helps you implement HACCP in a way that makes sense to you your auditors customers visitors and staff alike The purpose of this guide is to help you get up and running with HACCP Now with minimum fuss and in minimum time In particular we will explain e How to upgrade from the DEMO version to the Caterers Butchers Small Business Manufacturers or Consultants version of HACCP Now e How to change your username and password e Once you have upgraded how you can personalise HACCP Now to use your logo and address information in the system e How to get started creating your first HACCP Plan using HACCP Now e How to Customise HACCP Now e Who to contact if you need support We hope that HACCP Now will deliver your expectations and become an indispensible tool to your business 2 0 Installing HACCP Now Step 1 Download and Install OR Insert the CD From Download When HACCP Now is downloaded from http www haccpnow co uk downloads asp it will be in a set up file with the file extension exe This means that when you download the file you simply click the Run button and once the entire file has been downloaded the installation will begin automatically Alternatively you can save the setup file to a
34. rinted 11 When you have finished creating your Process Flow Diagram make sure you have saved your work you can then change to Hazard Analysis mode by selecting as such in the Mode menu and then click ona Process Box to take you to a blank HACCP Instruction Card See the next section for more details 9 0 HACCP Instruction Card Hazard Analysis This area of the system is where the main Hazard Analysis takes place First lets review the menu options in the Hazard Analysis part of HACCP Now The Menu options 1 The File Menu tT HACCP Instruction Card Build File Edit View Mode Tools Ctrl h Open Save Save S nave As Web Page Print Print Preview Printer setup Exit New Start a NEW HACCP Instruction Card Open OPEN an EXISTING HACCP Instruction Card from the saved HACCP Database Save SAVE the current HACCP Instruction Card to the saved HACCP Database Save As SAVE the current HACCP Instruction Card as a NEW NAME to the saved HACCP Database Save As Web Page Save the current HACCP Instruction Card as a Web Page Print Send the current HACCP Instruction Card to the PRINTER Print Preview See what the HACCP Instruction Card will look like when it is printed Exit Leave the HACCP Now program The File menu is concerned with Saving HACCP Instruction Cards Hazard Analysis information and is useful for saving your information as a new step or publishing electronical
35. step for this use the Save As Web Page from the HACCP Instruction Cards screen Publish the entire HACCP Study for this use the Save As Web Page from the Process Flow diagram screen For more information please see the HACCP Now User Manual Fast Track Learning Tutorial on the Help menu in the Process Flow Diagram and HACCP Instruction Card screens
36. tral place with a good folder structure In order to publish the document link the next time you Save as Web Page see later you must select the Publish flag and then click the Save button 10 0 Document Linking to your Quality System The Select Document screen shown below allows you to select the document you wish to link to and enter details about the document for later publishing 4 Select Document x Customise Please enter information for the following fields Document Hame Link Type Cleaning Instruction MP Document Location EAM y Documentss SHOW Project HACCP NowSOMS Documents Cleaning Browse Document Type Instruction Document Description Cleaning instrution for incoming goods area Save The Document Name is the title you wish to see displayed in the Published Document Management System The Document Location is the master document that you update and work with The Document Type is a text field that all documents are Grouped by on the Published page e g Policies Procedures Instructions Checklists etc the Document Description is some summary text that is also Published on the resulting page in the Document Management System Clicking Save will save these details to the database for the Study Step Hazard etc but this does not mean that the Document is automatically published More information on publishing your HACCP information see overleaf The pu
37. w NA Address 2 DEMONSTRATION CO Mobile NAA Address 3 oF WAWA Vth Address 4 JHACCPP2001 Past Code POST CODE Enter all your Company Details i T and click Next gt Actvities Required Fields lt lt Back Close After clicking Next gt the Select Logo screen will be displayed as shown overleaf The final stage is to select the Logo you will use in HACCP Now as shown below HACCP Now Profile Wizard Step 3 of 3 amp PAGE Now Step 3 Select Logo Please select the logo that you wish to use for this site Loge Note The orginal logo will be copied into the Logos folder for Haccp Mow Logas yourlago bmp E A Select the logo you wish to use in HACCP Now f gy or your Company and a click the Finish gt button F oe AY 4 Back Finish gt gt Close The new logo will now be copied into the folder C Program Files HACCP Now Logos so that HACCP Now always has a copy of the logo for its exclusive use 5 0 Changing your Username and Password 5 2 Using the User Details Section to Change your Username and Password This section can be ignored if you have already run through the Wizard mentioned in the previous section Otherwise after HACCP Now has been setup and the username changed from the DEMO username you can edit the username password and logo from the User details section as shown below Step 1 Click on the User details sectio
38. y that your new username and password is working as expected If you cannot login please contact technical support using the details at the beginning of this guide 6 0 Personalise HACCP Now HACCP Now uses your company s logo in several places for the printed HACCP Instruction Cards and printed reports The first of these places is for your user record in the system This is the logo that will be loaded when you log into the system It can be changed by clicking the Change button to the right of the Logo field in the user details screen as shown below Step 1 Ensure that the logo you want to use is copied to the folder C Program Files HACCP Now Logos otherwise you will not be able to select the logo e olicking Update when finished All other fields can only be altered by i User Details Step 2 Click the Change button to the right of the Logo field N Profile Name English HACCP Change i OON Login Status o Ho Accesses 13 Logo Preview Password oka Change Logo Path relative Loqos yourloqe brip Change Version DEMO Wersion Current Source relative Step 3 Select the logo you want to use Step 4 Click the Update button to ensure the information is saved tmap Files bmp Open as read only BRetresh Note The logo types supported are jpg bmp and gif file types 6 0 Personalise HACCP Now The
39. you have entered all the information about the HACCP study that you want click on the File gt Save menu to save your entries To view and print your entered information click on the Reports Table Format menu and then select Terms of Reference on the screen and click Display This will show you all the information on the screen use the navigation arrows at the bottom of the screen to see all pages entries This report can be printed and included in any paper copies of the HACCP system For more information on Terms of reference please see the Tutorial document on the help menu of the HACCP Instruction Card or Flow Diagram screens 8 0 HACCP Study Process Flow Diagram Special Note If you have already carried out your Terms of Reference then to add your Process Flow to that HACCP Study you must first Open that HACCP Study in this screen This can easily be done by clicking the File gt Open on the File menu and then selecting the study from the list The Flow Diagram will then be opened and it will be blank as you have not yet added any steps to the Flow Diagram Speed Icon summary The Flow Diagram menu has a drag and drop interface that allows the various components of a Process Flow Diagram to be inserted and dragged into position on the screen The menu for this is shown below t Process Flow Diagram Fle Edit View Insert Format Mode Tools Help New Flow Diagram Save Flow Paste Text Diagram Print
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