Meridian · How-to archive
Meridian guides
Step-by-step how-tos for Meridian. Search by what you want to do, or filter by tag. Patch notes for each release are on the Meridian page.
26 guides and 1 hosted document
Guide
Answer Yes or No for each operation
Tell Meridian which operations your site performs and which it does not, so it can propose Not applicable for the requirements that depend on them.
Guide
Do the internal audit questions
Start the year's internal audit, work through its questions by section, and see what Meridian shows you and what only you can check.
Guide
Import suppliers from a spreadsheet
Add many suppliers at once, score them, record their reviews, and update suppliers already on the list by uploading the file again. A preview shows every change before anything is saved.
Guide
Manage suppliers
Keep one record for each supplier: its type, risk, status, evidence and reviews. See what needs attention, and import a list from a spreadsheet.
Guide
Open a PSJ from an internal audit gap
Site leadership can turn a gap in the audit report into a Problem Solving Jacket that already names the audit and clause, and follow it back to the report.
Guide
Reopen a submitted internal audit
An admin who holds the site can reopen a submitted audit with a written reason. The earlier submission stays on record, and the next submission is a new revision.
Guide
Submit the internal audit and print its report
See what still stops the audit being submitted, submit it, read and print the report, and check its status on Audit Readiness.
Guide
Walk the floor for the internal audit
Walk the six areas, record Meets, Gap or Not seen for each item, add photos from a phone, and switch an area off or add your own.
Guide
Add the new documents to your site
Add this release's new registers and forms to your document list with one button, and see why the OS&D Hold Entry arrives only for some sites.
Guide
Approve and sign a document
Make a document Active with Approve & sign, read what its signature lines say, sign off documents that need a signature, and reopen an approved policy for revision.
Guide
Approve forms that are waiting for approval
Why a form cannot be filed until site leadership approves it, how to approve many forms in one go, and who signs a form when it is filed.
Guide
Build the Hazard Analysis Workbook
Describe your product risk groups, score each hazard, list your CCPs and preventive controls, import a spreadsheet if you keep one, and approve the workbook.
Guide
File a form with the date it was done
Meridian dates a filing by the day the form says the work was done, never by the day it was uploaded. See where that date comes from and what counts from it.
Guide
Keep Safety Data Sheets
Keep one current sheet for each chemical, replace a sheet without losing the old one, post a QR code in the chemical area, and see which chemicals have no sheet.
Guide
Keep the External Documents & Tools register
List the customer, corporate, regulator and supplier documents your system relies on, link each one, and show them under Related Documents on the Meridian documents they go with.
Guide
Keep the Verification Schedule
Set who does each verification and validation activity and how often, and read when each was last done and when it is next due.
Guide
Open a PSJ from a complaint month
Turn a month on the Complaints page into a Problem Solving Jacket that already names the month, and see how the month and the PSJ point at each other.
Guide
Post the goals board
Print the goals in English and Spanish, post them with a QR code to the live results, rotate the code when you need to, and record the staff acknowledgement as training.
Guide
Print the Approved Supplier Register
Open the generated list of your suppliers, read its columns and its Attention column, print it, and know what Not available means.
Guide
Print the OS&D Hold Entry
Answer one Site Profile question, approve the OS&D Hold Entry, print it on one page, and keep the filled sheets on your site's own OS&D board.
Guide
Read the footer on a printed page
Every printed page of a document, form, filed copy or binder carries a control footer. See what it says and why a page reads Not approved.
Guide
Record food safety culture survey results
Meridian runs no culture survey. File one copy of the results form for each survey your site runs, with the results file attached, and see the runs in the annual review.
Guide
Record the yearly validation
Use the Food Safety Plan & GDP Validation form to show once a year that the food safety plan and good distribution practices work as implemented, and see it feed the annual management review.
Guide
Review a knowledge check's answers
Site leadership can open a past knowledge check and see which questions the person got right and wrong, without the answer key being shown.
Guide
Set site goals and track them each month
Enter your food safety and workplace safety goals once, approve them, let the Monthly Management Review fill in what Meridian can measure, and see the year in the annual review.
Guide
Find Meridian's guides and patch notes
How to search this archive, filter it by tag, and get from a release's patch notes to its how-to.
Hosted document
Meridian 3.19 field guide
Filing, verifying and keeping registers — step by step, with screenshots.