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How to share your monitoring report with inspector?

You can easily share your monitoring data with your EHO/ local health department inspector.

To share your checklists' data, invite your inspector with their full name and email address via Users: 

  • Log into your FoodDocs account on your computer
  • Go to Setup > Users

  • In the top right, click Add user

  • Enter the full name and email address
  • Determine the shared rights level and Invite

Screenshot 2023-02-21 at 16.22.11

Shared rights

You can invite user to All locations or a specific location with different rights. Read more about what each rights level allows the user to do in your account. 

Tip:

  • If you have one site in your overview, invite your inspector with All locations > Read-only
  • In case of multiple sites, set for the inspector Monitoring access next to the required site 

 

The inspector will receive an email to create a password and log into your FoodDocs account.  Monitoring report is in Monitoring timeline:

Screenshot 2023-02-21 at 16.44.43

Please note: to access all records, switch the view to Entries in the top left. Read more about how to navigate Entries here.

 

Something we haven't covered?

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