Hospitality Management Templates

How to Create Digital Templates for Hospitality Management?

A hospitality form template, e.g. an HACCP checklist, is specifically designed to meet the specified food safety hygiene standards. They can also be successfully used for business activities in a restaurant setting, such as when creating a customer satisfaction survey checklist. Regardless of what you intend to do with your template, here are six easy steps to creating one that matches your exact needs:

1. Define the Form Template’s Purpose

Before you start to create a template, think carefully about its purpose. Will the template be used as a checklist for kitchen cleaning or will the template be used to document the daily cooling temperature or as a template to log the temperature of food? Or do you want to use the hospitality forms template to perform regular HACCP audits?

2. Add Necessary Information to the List

Especially in the hospitality industry, it’s essential to provide the employee's full name and job title for traceability purposes. The same applies to HACCP templates, food controls, and temperature measurements. When designing a template, make sure that you understand what type of checklist you will be creating so that you can include the right information.

3. Create a List of the Tasks

The first thing you should do is create a professional and appropriate description for each checklist. Then, make a list of checkpoints and tasks that build on one another.

4. Prioritze Hospitality Tasks

After conceiving your form template, you need to put the itemized tasks in the correct order. Organize similar tasks together so the user doesn’t waste time revisiting areas that could have been done simultaneously. Consider which tasks have higher importance, and make sure they appear earlier on the template.

5. Enter Any Comments or Suggestions

Being able to write comments is an invaluable feature when a user is not able to complete a checkpoint. For example, suppose you have to do a weekly check-in at a restaurant. If you have not been able to do this, an explanation can be added to this section.

6. Test the Hospitality Form Template

Once the template has been completed, you should put it through at least one test run. This is the only way you can identify issues with the checklist before activating it. Afterwards, you can add corrections and checkpoints that support you in your challenges.

FAQ: 3 Frequently Asked Questions About Food & Hospitality Templates

What Are the Advantages of a Digital Hospitality Forms Template?

Digital hospitality templates not only make your daily work more manageable, but they also ensure everything gets done on time. If you use desktop software and apps to manage your checklist templates, you can perform your project management, reporting, and analyses faster and more accurately than with pen and paper.

In Which Areas of Hospitality Can Digital Templates Be Used?

Templates can be used for inspections, audits, and quality and safety checks. Besides, delivery bills, goods receipts, lists, and orders can be processed more efficiently with a template. Lumiform also offers software to help manage your food quality and safety procedures, as well as checklists and templates for food manufacturers and suppliers, like this FSSC 22000 audit checklist.

Does a Digital Forms Template Comply With the Documentation Obligation?

In many areas of the food industry, there is a strict documentation obligation. In particular, food transport, storage, and cooling chains must be wholly and carefully documented to comply with regulations. Digital workplace inspections and audits with templates make this easier by archiving them in the cloud immediately after their inspection. Documents can also be accessed anytime, anywhere, whenever they are needed.