QualityOne Vaults let you view and edit process steps and connections, update information about process steps and connections, and see critical points, hazards, and ingredients for process steps in a HACCP Plan in an easy-to-use visual interface.

Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.

HACCP Flow Diagram with process steps

Viewing the HACCP Flow Diagram

To view the HACCP Flow Diagram for a HACCP Plan, navigate to the HACCP Plan record and select Launch Process Flow Diagram from the record’s All Actions menu or click the Launch Process Flow Diagram (Launch Process Flow Diagram Icon) icon.

When the HACCP Flow Diagram is in View mode, you can see and interact with the following elements:

  • HACCP Plan Process Steps: Represented by shapes with record labels. You can open the HACCP Plan Process Step record in a new browser tab by clicking the label in View mode.
  • HACCP Plan Process Step Connections: Represented by lines in between process steps. Dotted lines represent optional connections, and solid lines represent mandatory connections. The arrow on a process step connection points to the output step.
  • Information: You can view information about a process step or connection and related hazard analyses by clicking the Additional Information (Information Icon) icon at the top of the diagram after selecting a step or connection.
  • Diagram Symbols: You can add new process steps directly from this panel when the diagram is in Edit mode by clicking the Flowchart Shapes (HACCP Diagram Symbols Icon) icon at the top of the diagram.

You can also zoom in and out using the + and - symbols on the diagram. Clicking the name of the HACCP Plan at the top of the diagram opens the HACCP Plan record in a new browser tab.

HACCP Flow Diagram Legend

Different shapes on the diagram represent different types of process steps:

Shapes Description
Rectangle labelled 'processing' A long rectangle represents a regular processing step.
Rectangle with rounded corners labelled 'materials' A rectangle with rounded corners represents a Material type step, in which a material is introduced or processed. These steps display a list of necessary ingredients for that Process Step; hover over the step to see more ingredients.
Hexagon labelled 'logistics' A long hexagon represents a Logistics type step, in which material is stored or distributed. These steps display a list of necessary materials for that process step; hover over the step to see more ingredients.
Circle with rounded corners labelled 'Connector' An oval represents a Connector type step, either to start or end the flow, or to connect two (2) modular diagrams together.

Different process step colors indicate the following:

  • White: A regular Process Step. Regular Process Steps turn blue when hovered over.
  • Red: A CCP or OPRP process step is red and is typically labeled “CCP” or “OPRP”. Connector type steps cannot be CCP or OPRP steps.

Editing the HACCP Flow Diagram

To enter Edit mode on a HACCP Flow Diagram, launch the diagram and click Edit. You will stay in Edit mode until you save your changes. While in Edit mode, Vault periodically autosaves your changes in the flow diagram; the timestamp of when the diagram last autosaved displays on the diagram, if applicable. You must click Save when you are finished editing the diagram.

Editing Process Steps

When in Edit mode, you can add, update, and delete process steps. To do this:

  1. Click and drag a symbol from the Diagram Symbols panel to the desired position in the HACCP flow diagram, or select an existing process step on the diagram.
  2. Do one (1) of the following:
    • Click on the middle of the step shape to open a drop-down menu that lets you select an existing process step from the library.
    • Click the binoculars (Binoculars Icon) icon to open a new window that lets you search for the required process step or create a new process step.
    • If the process step is not available in the library, open the Information panel. Click the Edit (Edit Icon) icon to enter the process step name in the text field and update information about the process step, then save your changes. Click anywhere on the screen to view the latest changes.
    • Click and drag the step to move it to a new position in the diagram.
    • Click the Delete (Delete Icon) icon to delete the process step and its related connections.
  3. Click out of the process step when you are done editing to deselect it.
  4. When you are done making changes to the diagram, click Save.

Editing Process Step Connections

When in Edit mode, you can add, update, and delete process step connections. To do this:

  1. Click one (1) of the four (4) connection handles on the border of the desired input step’s node and drag your cursor to the connection handler of the desired output step, or click on an existing process step connection on the diagram to select it.
  2. Do one (1) of the following:
    • Open the Information panel. Click the Edit icon to update information about the step connection, then save your changes.
    • Click and drag the connection to move it to another position between two (2) steps in the diagram.
    • Click the X icon to delete the connection.
  3. Click away from the process step connection when you are done to deselect it.
  4. When you are done making changes to the diagram, click Save.

Managing Hazards with the Information Panel

HACCP Flow Diagram with Information panel and Hazard Analysis section open

The Information panel lets you view and update information about a selected HACCP Plan Process Step on the HACCP Flow Diagram. The panel has the following conventions and behavior:

  • The General Information section displays information for Display Label, Code,Step Name, and Description fields for the selected process step if these fields are enabled on the step type.
  • The Hazard Analysis section displays the five (5) most recently modified Process Hazard Analysis records, and information for up to three (3) fields, for the selected HACCP Plan Process Step. When expanded, the section displays up to fifteen (15) related hazards and up to five (5) critical controls for the selected process step.
  • You must Refresh the Information panel to see the latest changes after modifying or switching between records within the diagram by clicking the Refresh (Refresh Icon) icon at the top of the Information panel.

Use the Information panel to do the following:

  • To view or update related hazards and control measures for a Process Hazard Analysis on a selected process step, click the header section of the Hazard Analysis to expand.
  • To create a new Process Hazard Analysis or select a hazard analysis to add to a process step in the Information panel, click the Add (+) icon next to the Hazard Analysis section header while the diagram is in Edit mode. You can only add an existing Process Hazard Analysis if it is related to a different process step in the same HACCP Plan. You cannot add Process Hazard Analyses to Connector type process steps.
  • To create or associate Hazards and CCP-Hazard Analysis records from the panel while in Edit or Read mode after selecting a process step on the diagram, click the Add (+) icon in the Information panel next to the Hazards or Critical Controls sections.
  • To delete associated Hazards or Process Hazard Analyses, click the Add (+) to deselect the record.
  • To delete associated CCP-Hazard Analyses, hover over the item you need to delete and click the Delete (Delete Icon) icon.

Locking & Unlocking the HACCP Flow Diagram

To prevent updates to the HACCP Flow Diagram, select the Lock HACCP Flow Diagram action from the All Actions menu of a HACCP Plan record. If configured by your Admin, running this action will make the HACCP Flow Diagram available in View mode only to all users with the appropriate permissions. When locked, users will not be able to manage hazards using the diagram. The Unlock HACCP Flow Diagram action re-enables Edit mode on the diagram.