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Food Safety and Hygiene Checklist

Personal Hygiene

Employees must wash hands thoroughly using soap and warm water for at least 20 seconds before handling food or utensils.

Staff should maintain clean and trimmed fingernails without nail polish unless wearing intact gloves.

Hair restraints like hairnets or caps should be worn to keep hair away from food and surfaces.

Food Storage

Raw and cooked foods must be stored separately to prevent cross-contamination.

All food items must be stored off the floor on shelves or pallets to allow for proper cleaning and to prevent pests.

Ensure all stored foods are covered and labeled with the contents and date received or prepared.

Food Preparation

Use separate cutting boards and utensils for raw meats, seafood, poultry, and ready-to-eat foods.

Cook foods to the appropriate internal temperatures to ensure harmful bacteria are killed.

Avoid bare-hand contact with ready-to-eat foods by using utensils or gloves.

Cleaning and Sanitizing

Clean and sanitize food-contact surfaces after use and whenever there is a change in tasks.

Use a sanitizer approved by the health department and check concentrations with test strips.

Clean and sanitize sinks, faucets, and other high-touch surfaces regularly.

Pest Control

Regularly inspect premises for signs of pests and take prompt action to control any infestations.

Ensure all doors, windows, and other openings are properly sealed to prevent pest entry.

Store waste and food scraps in covered, pest-proof containers and dispose of waste regularly.

Temperature Control

Regularly check and record temperatures of refrigerators and freezers to ensure they are operating at the correct temperatures.

Use a calibrated food thermometer to check the temperatures of hot and cold held foods.

Promptly refrigerate or freeze perishable foods within 2 hours of purchasing or preparing them.

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Food Safety Checklist

Food Storage

Check temperatures of cold storage units

Check labels on all food products for expiration dates

Ensure food is stored in proper containers

Food Preparation

Wash hands and surfaces often

Cook and store food at the proper temperature

Keep raw and cooked foods separate

Do not use utensils that have been in contact with raw food on cooked food

Cleanliness

Clean and sanitize all surfaces and utensils

Dispose of all food items that have not been used or stored properly

Clean and sanitize all equipment

Maintain a clean and organized workspace

Personal Hygiene

Ensure all staff are wearing clean clothing

Ensure all staff are wearing proper hair restraints

Ensure all staff are wearing gloves when handling food

Ensure all staff are practicing proper handwashing techniques

Pest Control

Check for signs of pests in food storage and preparation areas

Set traps and other pest control measures

Regularly inspect food storage and preparation areas for signs of pests

Food Safety

Ensure all food is properly cooked and stored

Check for signs of contamination in food

Ensure food is stored at the proper temperature

Check for signs of spoilage in food

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Food Safety Compliance Checklist

Personal Hygiene

Employees must wash hands thoroughly before handling food and after any activity that could contaminate them.

All staff must wear clean clothing and any required hair restraints to prevent hair from entering food.

Sick employees are restricted from working with food and food-contact surfaces.

Food Storage and Temperature Control

All refrigerated foods should be stored at or below 40°F (4°C) to prevent bacterial growth.

Hot foods should be kept at or above 140°F (60°C) until served.

All storage areas for food must be clean, dry, and well ventilated, and should prevent contamination from pests or other sources.

Cleaning and Sanitization

All food-contact surfaces, including utensils and cutting boards, must be cleaned and sanitized after each use.

Cleaning and sanitizing solutions must be at the correct concentration and used as directed on their labels.

Dishwashers and glass washers must reach the proper temperatures and have the correct detergents and sanitizers for effective cleaning.

Pest Control

Regularly inspect premises for signs of pests and take immediate action to eliminate any infestations.

All openings to the outside must be effectively sealed to prevent pest entry.

Use professional pest control services to maintain a pest-free environment.

Food Preparation and Handling

Prevent cross-contamination by using separate equipment and utensils for raw and cooked foods.

Use a food thermometer to ensure that all food reaches the required minimum internal temperatures for safe consumption.

Follow the first-in, first-out (FIFO) rule to use older inventory before newer stock and reduce the risk of food spoilage.

Employee Training

Provide all new employees with comprehensive food safety training before they begin working.

Ensure ongoing training for all staff on current food safety practices and updates to regulations.

Document and keep records of all training sessions and employee attendance.

Health Inspection Readiness

Regularly review and update food safety procedures to comply with local health department regulations.

Conduct self-inspections using the same criteria as health inspectors to maintain continuous compliance.

Keep all necessary documentation and logs readily available for review during health inspections.

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Food Storage and Rotation Checklist

Receiving and Initial Storage

step"=>"Inspect deliveries for proper temperature, signs of spoilage, or damage."}

step"=>"Check the expiration or use-by dates on all products."}

step"=>"Label all items with the date received and open date, if applicable."}

step"=>"Immediately store perishable goods in refrigeration or freezer units."}

Refrigerated Storage

step"=>"Store foods at or below 40°F (4°C) to inhibit bacterial growth."}

step"=>"Arrange foods to allow for proper air circulation."}

step"=>"Place raw meat, poultry, and seafood on the lowest shelves to prevent cross-contamination."}

step"=>"Regularly monitor and log temperatures of the refrigeration units."}

Dry and Non-Perishable Storage

step"=>"Keep storage areas cool, dry, and well-ventilated."}

step"=>"Store dry goods off the floor and away from walls to prevent pest infestation."}

step"=>"Separate chemicals and cleaning supplies from food items."}

step"=>"Use FIFO (First In, First Out) method to rotate stock and reduce waste."}

Freezer Storage

step"=>"Maintain a consistent temperature of 0°F (-18°C) or below."}

step"=>"Wrap items properly or store in airtight containers to prevent freezer burn."}

step"=>"Organize and label items with the freezing date and content."}

step"=>"Regularly defrost and clean the freezer to maintain efficiency and cleanliness."}

Food Rotation

step"=>"Label each item with a use-by or expiration date upon opening."}

step"=>"Place newer items behind older items on shelves to ensure proper rotation."}

step"=>"Discard any items that are past their expiration or use-by date."}

step"=>"Perform regular inventory checks to identify items that need to be used soon."}

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Food Storage Checklist

Temperature Control

Ensure refrigerators and freezers are set to the correct temperatures

Regularly monitor and log temperature readings

Verify that thermometers are calibrated and functioning properly

Proper Food Placement

Store raw meats below ready-to-eat foods to prevent cross-contamination

Keep dairy products and eggs in designated areas away from produce

Ensure all items are stored off the floor and on appropriate shelving

Labeling and Dating

Label all items with the date of receipt and use-by date

Ensure that all containers are properly sealed and labeled

Rotate stock using the first-in, first-out (FIFO) method

Cleaning and Maintenance

Regularly clean and sanitize storage areas, including shelves and floors

Inspect for signs of pests and take corrective action if needed

Ensure that storage equipment is in good working order and report any issues

Dry Storage

Keep dry storage areas cool, dry, and well-ventilated

Store items in airtight containers to prevent contamination

Regularly check for expired or damaged products and discard them

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Food Waste Log Checklist

Preparation and Cooking Processes

Review recipes to ensure accurate measurements and minimize excess

Train staff on portion control to prevent over-preparation

Monitor cooking times and temperatures to avoid overcooking or burning food

Storage and Inventory Management

Regularly check inventory to track expiration dates and use items accordingly

Store food at the correct temperatures to extend shelf life

Implement a first in, first out (FIFO) system to use older stock before newer items

Waste Recording and Analysis

Log all wasted items with date, time, and reason for waste

Categorize waste into types (spoiled, overproduced, unserved, etc.)

Review the waste log weekly to identify patterns and develop reduction strategies

Staff Training and Engagement

Conduct regular training sessions on waste reduction techniques and policies

Encourage staff to suggest ideas for reducing waste

Recognize and reward efforts and improvements in reducing waste

Customer Awareness and Portion Options

Educate customers about waste reduction efforts via menus or signage

Offer a range of portion sizes to accommodate different appetites

Provide options for customers to take leftovers home

Post-Service Waste Management

Separate waste into compostable, recyclable, and landfill

Partner with local farms or composting facilities to repurpose food scraps

Regularly service and clean waste management equipment to ensure efficiency

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Fraud Prevention Checklist

Create a Strong Internal Control Environment

Establish clear separation of duties among different employees to prevent conflicts of interest.

Implement dual control and authorization processes for financial transactions.

Regularly rotate employees through different financial functions to deter collusion.

Conduct Regular Financial Audits

Schedule regular and unscheduled audits to review accounting and financial operations.

Use external auditors for unbiased financial statement and process examination.

Review and reconcile bank statements and financial records promptly and regularly.

Employee Oversight and Training

Provide anti-fraud training to educate employees about the signs of fraud and how to report suspicious activity.

Establish an anonymous reporting system for employees to report fraud without fear of retaliation.

Conduct thorough background checks on new hires, especially those who will handle financial transactions or sensitive information.

Implement Fraud Detection Technologies

Utilize software that monitors transactions for unusual activity that could indicate fraud.

Employ data analytics tools to identify patterns and anomalies in financial data.

Update and maintain IT security measures to protect against cyber fraud.

Develop a Fraud Response Plan

Create a formal fraud response policy that outlines procedures for investigations and disciplinary actions.

Train management on how to handle suspected fraud incidents appropriately and legally.

Establish a crisis management team to deal with the repercussions of fraud discovery.

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Fraud Prevention Checklist

Customer Verification

Implement email verification for new accounts.

Use phone verification for high-value transactions.

Employ two-factor authentication (2FA) for account logins.

Monitor for multiple accounts using the same contact information.

Verify shipping address through a third-party service.

Transaction Monitoring

Set up real-time transaction monitoring.

Flag and review high-value transactions.

Identify and investigate unusual purchase patterns.

Enforce limits on the number of transactions per day.

Use machine learning algorithms to detect suspicious activities.

Payment Security

Ensure PCI-DSS compliance for handling payment information.

Use tokenization to secure credit card details.

Implement 3D Secure for online transactions.

Regularly update and patch payment processing software.

Monitor and review chargebacks and refunds.

Account Security

Enforce strong password policies.

Implement account lockout mechanisms after multiple failed login attempts.

Regularly audit user permissions and roles.

Encourage the use of password managers.

Detect and block automated login attempts (e.g., bots).

Data Protection

Encrypt sensitive customer data.

Regularly back up customer data.

Implement access controls to limit data access.

Conduct regular security audits and vulnerability assessments.

Educate employees on data protection best practices.

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Freight Billing and Auditing Checklist

Freight Bill Preparation

Ensure all necessary shipment information is collected and accurate, including origin, destination, and consignee details.

Review and validate the classification and description of goods to ensure correct tariff application.

Calculate and verify freight charges based on the agreed terms of carriage and tariff rates.

Documentation Review

Confirm that all required documents (e.g., Bill of Lading, Commercial Invoice, Packing List) are complete and accompany the freight bill.

Check for special instructions or notes on the Bill of Lading that may affect billing.

Ensure that any pre-paid or collect charges are clearly indicated on the freight bill.

Billing Accuracy and Auditing

Perform a line-by-line audit comparing the freight bill to the carrier's tariff or contracted rates.

Validate any additional charges such as fuel surcharges, accessorial fees, and detention charges.

Cross-reference shipment weight, dimensions, and classification against the carrier's invoice to prevent overbilling.

Dispute Resolution and Adjustments

Identify discrepancies or overcharges and file disputes with carriers in a timely manner.

Keep a detailed record of all correspondences and adjustments made for each shipment.

Review carrier responses and ensure that credited amounts are accurately reflected in the accounting system.

Record Keeping and Reporting

Maintain organized records of all freight bills, audits, payment receipts, and adjustment documents.

Develop and distribute regular reports summarizing freight costs, savings from audits, and recovery efforts.

Utilize freight auditing software or services for larger volume shippers to streamline the process.

Payment Processing

Ensure timely payment of freight invoices to avoid late fees and maintain good carrier relationships.

Set up payment approval processes that include checks for auditing completion and accuracy.

Reconcile payments with bank statements to ensure that all freight charges have been accounted for and paid appropriately.

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Freight Inspection Checklist

Pre-Inspection Procedures

Verify the driver's identity and necessary credentials

Check the transport vehicle's insurance and registration documents

Ensure the driver has the correct Bill of Lading for the freight contents

Vehicle Inspection

Examine the overall condition of the transport vehicle for any visible damage

Check tire pressure and tread depth on all tires, including the spare

Inspect the functionality of all lights, signals, and wipers

Cargo Area Inspection

Confirm that the cargo is properly secured and braced to prevent shifting during transport

Inspect the cleanliness and dryness of the cargo area to avoid contamination or damage to the goods

Ensure that hazardous materials are correctly labeled and stowed according to regulations

Documentation Review

Cross-reference the freight with the packing list to ensure accuracy of the shipment

Review the manifest for any special instructions or handling requirements

Confirm that all necessary customs paperwork is complete and available for cross-border shipments

Safety and Compliance

Verify that the vehicle is equipped with the required safety gear, including fire extinguishers and warning triangles

Check that the driver has access to emergency contact information and procedure manuals

Ensure that the vehicle and driver comply with weight and size regulations for the cargo being transported

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Front Desk Checklist

Guest Registration

Greet and welcome guests in a professional manner

Verify identity and obtain necessary information

Provide information about the hotel services, amenities, and policies

Process payments and provide receipts

Issue room keys and ensure guests are aware of the operations of their room

Room Assignments

Determine and assign rooms based on guests’ preferences and availability

Provide directions to the guest room and instruct guests on how to access the room

Provide a map of the hotel and/or local area

Provide information about area attractions and transportation options

Check-Ins

Confirm reservation details

Review and explain the hotel policies and procedures

Inquire about any special needs or accommodations

Provide additional amenities and services as requested

Provide information about the hotel services and amenities

Check-Outs

Verify account balance and process payment

Ensure all keys have been returned

Provide information about local attractions and transportation options

Thank guests for staying at the hotel and encourage them to return

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Front-of-House Operations Checklist

Opening Procedures

Unlock the front door and disable the alarm system.

Turn on all lights, including accent and decorative lighting.

Inspect the cleanliness of the dining area, including tables, chairs, and floors.

Guest Services

Greet guests promptly and with a friendly smile.

Manage the reservation system and accommodate walk-in guests.

Ensure menus are clean, up-to-date, and presentable.

Health and Safety

Sanitize all high-contact surfaces regularly, including menus, tables, and chairs.

Monitor and manage the occupancy of the dining area to comply with local health regulations.

Train staff on proper handwashing and hygiene practices.

Dining Room Management

Check table settings for completeness and cleanliness before service.

Coordinate with the kitchen to ensure timely delivery of food.

Monitor ambient conditions, such as temperature, music volume, and lighting.

Bar Operations

Stock the bar with necessary spirits, mixers, and garnishes.

Ensure the bar area is clean and organized.

Prepare and serve beverages in accordance with standard recipes and presentation guidelines.

Closing Procedures

Close out cash registers and prepare the deposit.

Secure all doors and windows, and set the alarm system.

Turn off all lights, appliances, and equipment.

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Front-of-House Setup Checklist

Entrance and Host Stand

Ensure the entrance is clean, well-lit, and welcoming

Check that the host stand is organized with menus, reservation list, and seating chart

Verify that the host has a working pen, notepad, and any other necessary tools

Dining Area

Confirm tables and chairs are clean and properly set

Place fresh condiments and clean menus on each table

Ensure the lighting and music create an inviting atmosphere

Bar Setup

Stock the bar with appropriate levels of liquor, beer, and wine

Prepare garnishes, such as lemons and limes, and ensure they are fresh

Check that glassware is clean and available in sufficient quantities

Wait Station Organization

Restock napkins, straws, and other essentials at the wait stations

Ensure there are enough clean silverware and plateware for service

Check the functionality and cleanliness of coffee machines and soda dispensers

Health and Safety

Review and comply with current health and safety regulations

Make sure all staff are aware of and adhering to proper hygiene practices

Confirm that all emergency exits are accessible and properly marked

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Front-of-House Shutdown Checklist

Cleaning and Sanitation

Wipe down all tables, chairs, and booths with appropriate cleaning solution.

Sanitize all menus, condiment holders, and table accessories.

Sweep and mop the floors, making sure to clean under tables and chairs.

Bar Area

Clean and sanitize the bar top, stools, and any surfaces customers come into contact with.

Wash and polish all glassware and ensure they are stored neatly.

Restock beer, wine, and spirits, and ensure kegs are connected properly for the next day.

Restroom Maintenance

Clean and sanitize all restroom surfaces including sinks, toilets, and door handles.

Replenish soap dispensers, paper towels, and toilet paper.

Inspect and clear restroom drains to prevent clogs and odors.

Entry and Exit Points

Ensure that all windows are clean and streak-free.

Lock all doors securely and check that alarms are set if applicable.

Place any outdoor furniture in a secure location to prevent theft or damage.

Equipment Shutdown

Turn off and unplug non-essential electrical appliances to conserve energy.

Ensure that all ovens, grills, and stovetops are turned off and cleaned.

Cover any open food stations or bar areas to protect from overnight contamination.

Final Checks

Walk through the dining area to ensure all tasks have been completed.

Check lost and found for any items left by customers and secure them.

Report any maintenance issues or damages to management for prompt resolution.

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Fueling Checklist

General

Check fuel levels

Check for any leaks

Check for any signs of water in the fuel

Safety

Check fuel sources for appropriate safety equipment

Check fire extinguisher is full and in working order

Check that no smoking or open flames are present

Equipment

Check fuel filters and hoses for any damage

Check fuel nozzle and hose for damage

Check fuel cap and seal

Preparation

Check that fuel tank is clean and free of debris

Check that fuel tank is properly vented

Check that fuel tanks are properly secured

Check that all necessary PPE is available and in use

Process

Drain fuel into a suitable container

Ensure fuel is stored in a safe and secure location

Check fuel level indicators on tanks

Check fuel levels in tanks with a dipstick

Fill tank with correct grade of fuel

Check fuel is stored at correct temperature

Check fuel for quality and contamination

Record fuel levels and other relevant data

Check for any signs of water in the fuel

Clean up any spills and dispose of waste correctly

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GDPR Compliance Checklist

Data Protection Impact Assessment

Conduct an assessment of the risk to personal data during processing activities.

Document all the processes that involve personal data.

Regularly review and update the data protection impact assessments.

Policies and Procedures

Develop and implement a data protection policy compliant with GDPR.

Establish a data breach response plan.

Create and maintain records of processing activities as required by GDPR Article 30.

Data Subject Rights

Ensure mechanisms are in place to verify the identity of individuals requesting data under GDPR.

Set up processes to respond to data subjects' requests for accessing, rectifying, or erasing their data.

Implement procedures to handle data subjects' rights to data portability and objection to processing.

Data Security and Privacy

Adopt technical measures to ensure data security, such as encryption and access controls.

Ensure that data is not accessible to unauthorized personnel.

Evaluate and update security measures regularly.

Training and Awareness

Provide GDPR training to all employees handling personal data.

Update training material regularly to reflect changes in data protection laws and practices.

Monitor employee compliance with GDPR and conduct refresher sessions as needed.

Data Processors and Third Parties

Establish data processing agreements with third-party processors in compliance with Article 28 GDPR.

Conduct due diligence to ensure third parties have adequate security measures in place.

Maintain a list of all third parties with whom you share personal data and monitor their compliance.

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GDPR Compliance Checklist

Data Collection and Consent

Ensure clear and transparent consent forms are in place.

Verify that data collection is limited to what is necessary for the purpose.

Provide users with the option to withdraw consent easily.

Maintain records of consent given by users.

Implement double opt-in for email subscriptions.

Data Access and Portability

Establish a process for users to request access to their data.

Ensure data can be provided in a commonly used and machine-readable format.

Develop a secure method for transferring data to other organizations upon user request.

Verify the identity of users requesting data access to prevent unauthorized access.

Document the procedures for handling data access and portability requests.

Data Security and Breach Notification

Implement encryption for data both in transit and at rest.

Regularly update and patch systems to protect against vulnerabilities.

Develop a breach notification process that meets GDPR requirements.

Train employees on recognizing and responding to data breaches.

Maintain a detailed incident response plan and test it periodically.

Data Minimization and Retention

Review data collection practices to ensure only necessary data is collected.

Establish data retention policies that comply with GDPR.

Regularly audit and delete data that is no longer needed.

Use anonymization and pseudonymization techniques where applicable.

Ensure data minimization principles are integrated into new projects.

User Rights and Communication

Create clear and accessible privacy policies for users.

Provide users with options to update or correct their personal data.

Ensure users can easily exercise their right to be forgotten.

Develop a process for handling user complaints and queries regarding their data.

Regularly review and update communication practices to ensure GDPR compliance.

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GDPR Compliance Checklist

Data Protection Principles

Ensure all data processing is done lawfully, fairly, and in a transparent manner.

Collect personal data only for specified, explicit, and legitimate purposes.

Ensure that data processed is adequate, relevant, and limited to what is necessary.

Rights of Data Subjects

Inform data subjects about the processing of their data and their rights.

Provide mechanisms for data subjects to request access to, rectification of, or erasure of their personal data.

Enable data subjects to object to processing of personal data for marketing, sales, or non-service related purposes.

Data Controller and Processor Obligations

Maintain a record of processing activities and ensure the privacy policy is updated.

Implement measures to ensure data security, including encryption and regular cybersecurity assessments.

Designate a Data Protection Officer (DPO) if required, and ensure they have the necessary resources.

Data Breach Response and Notification

Establish a process to detect, report, and investigate personal data breaches.

Notify the relevant supervisory authority within 72 hours of becoming aware of a data breach.

Communicate to affected data subjects without undue delay if the breach poses a high risk to their rights and freedoms.

Data Protection Impact Assessment (DPIA)

Conduct DPIAs for processing operations that may result in high risk to data subject rights and freedoms.

Consult with the supervisory authority prior to processing if the DPIA indicates high risk in absence of mitigating measures.

Review and update DPIAs regularly or when significant changes in data processing occur.

Data Transfer Outside the EU

Ensure that data transferred outside the EU is protected by appropriate safeguards.

Verify that third countries or international organizations ensure an adequate level of data protection.

Use legally approved mechanisms for data transfer such as Standard Contractual Clauses (SCCs) or Binding Corporate Rules (BCRs).

Training and Awareness

Provide regular GDPR training to all employees involved in data processing operations.

Ensure that all employees understand their responsibilities under GDPR.

Keep documentation of training sessions and attendance for accountability.

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Getting started with Manifestly

First Section

A step with conditional logic.

Understanding Workflows

This step has a due date setting to be due 20 minutes after the run was started. If the step is late, you'll get a notification

A step with a data collection field of Yes/No which is used to show the next section of this workflow

We assigned this step to you by using a role.

Understanding Runs

A quick video on the relationship between workflows and runs (and an example of embedding videos)

You can add another person to this run using the +👤 icon in the upper right of this page

You can assign any step to another person using the avatar image to the right

When commenting on a step, if you @mention the person they'll receive a notification with your comment

Tracking Progress

Your team can customize your notification settings

Summary views. View and work on multiple runs in progress at the same time.

Exporting detailed data and viewing custom reports

User Management and Pricing

Use departments to separate workflows and people for more privacy

Understand pricing and the 3 different user permissions levels

Integrations

Slack integration. Use workflows right within Slack.

Microsoft Teams integration. Create and use workflows within MS Teams.

Salesforce integration

Integrate using an integration platform such as Zapier

Using web hooks and the Manifestly API for total integration control

Next steps

Create your first workflow

Simply delete the test department we created or this workflow we created when you're done with this.

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Gift Wrapping and Packaging Checklist

Materials Preparation

Ensure a variety of wrapping paper designs suitable for different occasions are available

Stock up on essential supplies, including scissors, tape, ribbons, and bows

Prepare an assortment of gift boxes and bags in various sizes

Wrapping Station Setup

Designate a clean and spacious area specifically for gift wrapping

Organize wrapping materials for efficiency and ease of use

Set up a recycling bin for paper scraps and a trash bin for non-recyclable materials

Packaging Process

Measure and cut wrapping paper to the appropriate size for each item

Neatly fold the wrapping paper around the item, securing it with tape

Embellish the package with ribbons, bows, or other decorative items for a personalized touch

Quality Control

Inspect each wrapped item to ensure the wrapping is neat and secure

Verify that the appearance of the package aligns with the organization's standards

Address and correct any imperfections or inconsistencies in the wrapping

Customer Satisfaction

Offer customers a choice in wrapping paper and decorations when possible

Provide clear labeling options to distinguish between gifts

Ensure that the wrapped package can be easily transported without damage

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Google Ads Checklist

Account Setup

Create a Google Ads account

Set up billing information

Link Google Analytics to Google Ads

Configure account settings (time zone, currency)

Grant access to team members

Campaign Creation

Define campaign goals and objectives

Select campaign type (Search, Display, Shopping, etc.)

Set up campaign budget and bidding strategy

Choose target audience and location settings

Create ad groups with relevant keywords

Ad Creation

Write compelling ad copy

Choose appropriate landing pages

Add ad extensions (sitelinks, callouts, etc.)

Review ad policies and guidelines

Set up ad rotation and scheduling

Performance Tracking

Set up conversion tracking

Monitor key performance metrics (CTR, CPC, CPA)

Analyze search terms report

Use A/B testing to optimize ads

Regularly review and adjust bids

Optimization and Maintenance

Perform regular keyword audits

Update negative keyword lists

Pause or remove underperforming ads

Refine audience targeting

Utilize automated rules and scripts

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Grant Accounting checklist

Grant Setup

Review and understand the grant agreement or award letter

Set up grant in accounting system with appropriate tracking codes or project identifiers

Establish budget controls and reporting categories per grant requirements

Financial Management

Allocate staff time and payroll costs to the grant based on actual time spent on grant-related activities

Track and document all grant expenditures with appropriate supporting evidence

Review expenses regularly to ensure they are allowable and within the budget

Reporting and Compliance

Prepare financial reports in accordance with the grantor's reporting timeline and format

Ensure compliance with all grant conditions, including any restrictions on use of funds

Maintain records for required period after grant closure for audits and reviews

Revenue Recognition

Recognize grant revenue in accordance with accounting standards and grant terms

Reconcile grant receivables and deferred revenue accounts regularly

Monitor cash flow from grantor and follow up on any delayed payments

Audit Preparation

Compile all financial records, reports, and supporting documents for the grant

Conduct internal review of grant transactions and compliance prior to audit

Coordinate with auditors and provide requested information promptly

Closeout Procedures

Complete final grant expenditure report and submit to grantor

Reconcile all grant accounts and ensure all revenue and expenses are accurately recorded

Document lessons learned and best practices for future grant management

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Grant Proposal Template Checklist

Proposal Development Section

Identify funding opportunity

Read and follow guidelines

Develop project summary

Define project goals and objectives

Develop project plan and timeline

Identify project partners and stakeholders

Outline project budget

Develop evaluation plan

Proposal Writing Section

Write cover letter

Write executive summary

Write introduction

Write background and significance

Write project description

Write methods section

Write budget and budget justification

Write evaluation plan

Write conclusion and future directions

Proposal Submission Section

Review and edit proposal

Obtain necessary signatures and approvals

Submit proposal by deadline

Confirm receipt of proposal by funder

Post-Submission Section

Follow up with funder

Prepare for possible site visit or interview

Prepare for possible revisions and resubmission

Develop plan for implementation if funded

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Green Building Standards Checklist

Energy Efficiency

Conduct an energy audit to identify opportunities for improvements

Install LED lighting to reduce electricity consumption

Upgrade HVAC systems to energy-efficient models and include programmable thermostats

Water Conservation

Install low-flow faucets and showerheads to reduce water usage

Implement rainwater harvesting systems for landscaping needs

Use drought-resistant plants in landscaping to minimize irrigation requirements

Materials and Resources

Use sustainable or recycled materials for any renovations or constructions

Implement a recycling program for residents and tenants

Choose furniture and fittings that have low environmental impact

Indoor Environmental Quality

Use low-VOC (Volatile Organic Compounds) paints and finishes to improve air quality

Ensure proper ventilation to mitigate indoor air pollutants

Regularly maintain heating and cooling systems for optimal performance

Site and Community Impact

Implement green roof or cool roof systems to mitigate heat island effect

Encourage use of public transportation by providing access to transit schedules and bike-sharing programs

Incorporate shared spaces such as community gardens to promote green living

Innovation and Design Process

Pursue innovative strategies that exceed standard practices

Educate tenants about sustainable living and best practices

Continuously monitor and report on the building's environmental performance

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Grounds Maintenance Checklist

Lawn and Garden Maintenance

Mow the lawn to the recommended height and ensure even cutting

Edge the lawn along sidewalks and garden beds

Weed flower beds and apply mulch to reduce weed growth

Walkways and Driveways

Sweep walkways and remove any debris like leaves or branches

Inspect for and repair any cracks or damages to prevent accidents

Ensure clear path accessibility, especially in common areas

Parking Lots and Garages

Remove litter and debris from parking areas daily

Check for and restripe faded parking lot lines as needed

Inspect lighting and replace any burnt-out bulbs for safety

Playgrounds and Common Areas

Inspect playground equipment for damage and safety hazards

Empty trash receptacles and replace liners regularly

Clean benches, tables, and other community amenities

Pools and Water Features

Check pool chemistry and adjust as necessary for safety

Clean pool surfaces and water features of leaves and debris

Inspect pumps and filters for proper function

Building Exteriors and Roofs

Inspect siding, paint, and exteriors for damage or wear

Clear gutters and downspouts of leaves and blockages

Check the roof for any signs of leaks or damage

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