Meridian 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.
Open the Documents page
In the sidebar, open Food Safety System and choose Documents. When Meridian's registry holds documents your site does not have yet, a banner appears above the list.
The banner reads, for example, “7 new documents available”. Your number may differ. Your existing documents and their progress are not affected.
Press the Add button
Press the button in the banner. It reads, for example, “Add 7 new documents”. Meridian adds only the documents you are missing, each one as a Draft.
A new document is empty until your site fills it in. Meridian writes nothing into it for you, and none of them is approved yet.
Tip
Anyone who can edit documents can add them. A document becomes Active only when site leadership uses Approve & sign.
Know what this release adds
Seven documents are new in this release: Food Safety & Safety Goals (0211-004), Food Safety Culture Survey Results (0211-005), External Documents & Tools (0221-004), Approved Supplier Register (0230-002), Hazard Analysis Workbook (0243-003), Food Safety Plan & GDP Validation (0251-003) and Verification Schedule (0252-001).
Each document number starts with your site's document prefix, then the numbers shown here. Search this archive for any of the titles to find its guide.
Check the OS&D Hold Entry
An eighth document, the OS&D Hold Entry (0244-004), arrives only for a site that holds OS&D product. Open Site Profile, then Operational Profile, and look at “Holds OS&D Product on Site”.
Answer Yes and the form is added with the others. Answer No, or leave it blank, and it is never added. It is also left out of your document list, readiness count, Forms waiting for approval screen and audit binder.
Change the answer to Yes later and the banner offers the form. A copy a site already had is hidden, never deleted, and returns as it was.
Caution
A site that answers No still gets the other seven documents. Only the OS&D Hold Entry depends on the answer.
Fill in and approve each one
The new documents start empty. Open each one, fill it in, then ask site leadership to press Approve & sign.
Some of them show nothing until they are approved. The goals board and the monthly Goals vs. Actual table need approved goals, and External Documents & Tools lists its items under Related Documents only once it is approved.