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FOOD SAFETY & HACCP · FREE TEMPLATE

Trace-back / trace-forward worksheet

Link a finished lot to incoming ingredients and packaging, internal transformations, inventory and every business recipient.

Use in Kivloo Explore the checklist Free to print & download
INSIDE THIS WORKSHEET
  1. Starting product
  2. Trace back
  3. Trace forward
  4. Verification

Per affected lot or exercise · Includes blank response fields and action tracking

TRY A CHECK. RIGHT HERE.
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Trace-back / trace-forward worksheet

One check.
One clear answer.

Record product, format, lot and date marks.

Tap an answer to continue

Interactive example · No account needed

MEET PIP, YOUR FIELD COMPANION

A quick check.
Then back to your day.

12Checks & fields
A clear starting point
Print or download
Make it your own
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Start right here
See what’s inside
THE RIGHT CHECK. AT THE RIGHT MOMENT.

A little structure.
A more confident shift.

Use this worksheet to expose missing links between purchasing, production, warehouse and sales records. Add fields required by your product and jurisdiction.

BEFORE YOU START

Make it specific to your site.

Choose the starting lot, freeze source data and agree units and time boundaries so later corrections remain visible.

kivloo.FIELD NOTES / FOOD SAFETY & HACCP
THE COMPLETE STARTER CHECKLIST

Trace-back / trace-forward worksheet

Site: ____________________   Date: ______________

Completed by: _____________   Reviewed by: _____________

01Starting product

  1. Record product, format, lot and date marks.

  2. Record site, line, production window and quantity.

  3. Record trigger and affected-lot hypothesis.

02Trace back

  1. Record every ingredient, additive and packaging lot.

  2. Record supplier, delivery, quantity and acceptance evidence.

  3. Record rework and internal lot transformations.

03Trace forward

  1. Record inventory, transfers and held quantity.

  2. Record recipients, deliveries and quantities.

  3. Separate transit, returns, samples and destroyed stock.

04Verification

  1. Reference the source for every link.

  2. Record extraction time, operator and reviewer.

  3. List gaps, assumptions and follow-up evidence.

Close the loop

Investigate missing identifiers and attach source documents. Retest access with a deputy before accepting the trace as complete.

Kivloo · kivloo.app/template-library/trace-back-forward-worksheet

How to use the downloaded checklist

Open the CSV in your spreadsheet app. Adapt the checks, enter your approved criteria and add any missing site requirements. Use the result, action, owner, due date and verification columns to document follow-up.

Keep the original observation when a check fails. Record the corrective action and verification separately so the full sequence remains clear.

KEEP BUILDING YOUR ROUTINE

A few useful next steps.

Food safety & HACCP

Surplus food disposition decision record

Keep the operational cause of surplus separate from the authorised food-safety and disposition decision.

Food safety & HACCP

Food cooling log and shift handover

Keep one food batch connected to its cooling checkpoints, actual observations and next owner across shifts.

Food safety & HACCP

Food lot stock movement register

Explain the quantity and location of each food lot through receipts, use, transfers, losses and adjustments.

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BRING THE ROUTINE TO YOUR TEAM

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