Food Allergy and Special Diets Checklist
Staff Training and Certification
States like MA, IL, MI, NY, and RI require at least one PCFP or AllerTrain-certified manager on every shift. Pull current certificates, check expiration dates, and confirm the cert covers the jurisdictions where you operate.
ServSafe, Learn2Serve, or state-equivalent for cooks, servers, bartenders, and dishwashers. Most cards expire on a 3-5 year cycle. File copies in the employee folder.
Pull anyone with an expired or missing card off allergen-handling stations until they recertify. Book the next ServSafe or AllerTrain class and post a sign-up sheet.
Cover the FDA Big 9: milk, egg, fish, shellfish, tree nuts, peanuts, wheat, soy, sesame. Walk through anaphylaxis signs (hives, swelling, wheeze, BP drop) and the call-911 trigger. New hires get this on Day 1; full team gets a refresher quarterly.
Menu and Recipe Documentation
Spreadsheet or POS-integrated allergen flag for each dish across the Big 9 plus gluten. Cross-check each recipe card against actual sub-ingredient labels — a 'natural flavor' panel often hides soy or dairy.
Laminated card at expo and each station listing the Big 9 callouts per dish. Update whenever the menu, a sub-ingredient, or a vendor changes.
In Toast, Square, or Aloha, set the modifier flags so allergy tickets print with the alert banner at the line. Confirm the kitchen printer renders the flag in bold or red.
Annual review with an RD or allergen consultant. Catches hidden allergens (Worcestershire = anchovy, miso = soy + sometimes wheat) and validates the GF/vegan claims you make on the menu.
Kitchen Cross-Contact Controls
Purple is the standard allergen-aware color (boards, tongs, gloves). Station lives away from flour, fryer splash, and shellfish prep. Sous chef owns the kit and re-stocks weekly.
Shared oil cross-contaminates — celiac guests react to fryers that also cook breaded items. Either run a separate dedicated fryer or remove fried items from the GF menu. Document which fryer is GF on the line allergen card.
Until a dedicated fryer is sourced, remove fried GF items and update the menu, online ordering platforms, and POS. Don't claim 'gluten-friendly' as a workaround — celiac patrons rely on the GF label.
Standard sequence: server marks ticket ALLERGY, expo confirms verbally, cook changes gloves, pulls clean pan from the dish pit, builds on purple board, runner double-checks plate before pass. Post the protocol at expo.
Quat sanitizer 200-400 ppm, chlorine 50-100 ppm. Test with strips at open and after each rush. Allergen residue requires soap-and-water wash before sanitize — sanitizer alone does not remove protein residue.
Guest Communication at Service
Server asks every table 'any allergies or dietary restrictions tonight?' before taking the order. If yes, server tags the ticket, walks to expo, and confirms with the chef on duty before firing. No verbal-only pass-throughs.
Resy, OpenTable, and SevenRooms all have guest-profile allergy fields. Hosts review notes at the pre-shift meeting and again as the party is seated. Pre-warned kitchens make fewer mistakes than reactive ones.
Binder at the host stand with full sub-ingredient detail by dish (sauces, marinades, oils). Servers reference rather than guess. Update whenever the allergen matrix changes.
Emergency Response Plan
Steps in order: call 911, identify the affected guest and seat, ask if they carry an EpiPen, clear path for EMS, preserve the suspect plate for testing, log incident time and witnesses. Manager on duty owns the call.
Two closest hospitals with ER addresses, phone numbers, and walking/driving distance. Posted at expo, host stand, and the office. Re-verify annually.
Red Cross or AHA certification, valid 2 years. Schedule so every operating shift has at least one certified responder. File copies of the cards.
Book a Red Cross or AHA course and assign two more shift leads. Until the gap closes, the GM or AGM personally covers shifts that would otherwise have no certified responder.
Vendor and Supply Chain
Sysco, US Foods, PFG, and Restaurant Depot all publish allergen statements per SKU. File them by vendor in the BOH binder. Statements should reference the FDA Big 9 plus gluten and sesame.
Manufacturers swap formulations without notice — soy lecithin appears, an oil supplier switches to a peanut-processing facility. Compare the case label to the spec sheet on file before the case lands in the walk-in.
Chef de cuisine reviews the spec, updates the allergen matrix, and signs off before the new SKU hits a recipe. Block prep cooks from substituting in untested SKUs at the line.
Quarterly Compliance Review
Pull the incident log: every reported allergic reaction, near-miss, comp tied to allergy, and guest complaint. Identify root cause patterns — recurring station, recurring dish, recurring shift.
GM, executive chef, and BOH manager close the loop. Capture the result, action items for next quarter, and any policy updates that should propagate to training, the matrix, or the line allergen card.
Use this template in Manifestly
- Restaurant Hiring Checklist
- Restaurant Security Checklist
- Weekly Staff Scheduling Checklist
- Restaurant Closing Checklist
- Manager Daily Walkthrough
- Restaurant Opening Checklist
- Restaurant Employee Termination Checklist
- Restaurant Maintenance Checklist
- Food Safety Checklist
- Server Side Work Checklist
- Restaurant Closing Cleaning Checklist
- Weekly Inventory Management Checklist
- Daily Kitchen Cleaning Checklist
- Pre-Shift Meeting Checklist
- Staff Training Checklist
- Restaurant Opening Checklist
- Restaurant Inventory Count Checklist
- Restaurant Closing Checklist
- Restaurant Equipment Maintenance Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Onboarding Checklist
- Front-of-House Operations Checklist
- Restaurant Cleaning Checklist
- Bar Opening and Closing Checklist
- Food Prep Checklist
- Table Setting and Presentation Checklist
- Food Waste Log Checklist
- Workplace Safety and Ergonomics Checklist
- Restaurant Bathroom Cleaning Checklist
- Cash Handling and Management Checklist
- Customer Service Excellence Checklist
- Food Ordering and Receiving Checklist
- Employee Termination Checklist
- Takeout and Delivery Service Checklist
- Morning Prep Checklist
- Perishables Stocking Checklist
- Restaurant Opening Checklist
- Kitchen Closing & Cleanup Checklist
- Restaurant Cross-Training Checklist
- Recipe Consistency Checklist
- Guest Experience Checklist
- Kitchen Deep-Clean Checklist
- Restaurant Safety Training Checklist
- Food Storage Checklist
- Staff Uniform Checklist
- Work Schedule and Shift Swap Checklist
- Table Setting Checklist
- Promotion and Discount Checklist
- Menu Knowledge Checklist
- Restaurant Tax Preparation Checklist
- Staff Training Program Checklist
- Food Presentation and Plating Standards Checklist
- Restaurant Closing Checklist
- Security System Check Checklist
- Beverage Quality Checklist
- Restaurant Insurance Review Checklist
- Restaurant Quality Control Checklist
- Wine and Beverage Inventory Checklist
- Annual Business Goals Review Checklist
- Employee Scheduling and Labor Management Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Restaurant Partnership and Collaboration Checklist
- Supplier and Vendor Evaluation Checklist
- Daily Specials and Menu Update Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Daily Cleaning Checklist
- Prep Station Setup Checklist
- Vendor Order Checklist
- Monthly Maintenance Checklist
- Order Accuracy Checklist
- Restaurant Payroll Processing Checklist
- Restaurant Technology Backup Checklist
- Private Event & Buyout Planning Checklist
- Restroom Refresh and Inspection Checklist
- Reservation Management Checklist
- Guest Complaint Resolution Checklist
- Service Timing Checklist
- Pre-Shift Employee Health Screening Checklist
- Health and Safety Compliance Checklist
- Health Inspection Readiness Checklist
- New Menu Item Development Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Reservation Management Checklist
- Restaurant Emergency Procedures Checklist
- Point of Sale System Management Checklist
- Customer Feedback and Resolution Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Restaurant Event Planning Checklist
- Inventory Reconciliation Checklist
- Restaurant Technology Systems Checklist
- Restaurant Remodeling and Maintenance Checklist
- Kitchen Equipment Start-Up Checklist
- Restaurant Sustainability Practices Checklist
- Menu Engineering and Profitability Checklist
- Front-of-House Opening Checklist
- Front-of-House Shutdown Checklist
- Non-Perishables Restocking Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Restaurant Policy Update Checklist
- POS System Update Checklist
- Supply Quality Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant New Hire Checklist
- Uniform and Appearance Standards Checklist
- Restroom Cleaning Checklist
- Restaurant Employee Training Checklist
- Equipment Safety Checklist
- Daily Inventory Checklist
- Daily Prep Task Checklist
- Food Storage and Rotation Checklist
- Server Customer Service Training Checklist
- Guest Feedback Collection Checklist
- Digital Menu Update Checklist
- Taste Testing Checklist
- Employee Performance Review Checklist
- Restaurant Licensing Renewal Checklist
- Restaurant Marketing Plan Checklist
- Monthly Restaurant Inspection
- Manager Daily Walkthrough
- Restaurant Opening Checklist
- Food Safety Checklist
- Restaurant Closing Cleaning Checklist
- Daily Kitchen Cleaning Checklist
- Restaurant Opening Checklist
- Food Safety and Hygiene Checklist
- Restaurant Cleaning Checklist
- Food Prep Checklist
- Food Ordering and Receiving Checklist
- Morning Prep Checklist
- Perishables Stocking Checklist
- Restaurant Opening Checklist
- Kitchen Closing & Cleanup Checklist
- Kitchen Deep-Clean Checklist
- Restaurant Safety Training Checklist
- Food Storage Checklist
- Restaurant Closing Checklist
- Restaurant Quality Control Checklist
- Supplier and Vendor Evaluation Checklist
- Daily Cleaning Checklist
- Prep Station Setup Checklist
- Pre-Shift Employee Health Screening Checklist
- Health and Safety Compliance Checklist
- Health Inspection Readiness Checklist
- Kitchen Equipment Start-Up Checklist
- Food Safety Compliance Checklist
- Supply Quality Checklist
- Kitchen Equipment Calibration Checklist
- Uniform and Appearance Standards Checklist
- Restaurant Employee Training Checklist
- Equipment Safety Checklist
- Daily Inventory Checklist
- Daily Prep Task Checklist
- Food Storage and Rotation Checklist
- Monthly Restaurant Inspection
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