4 ways to automate a food safety audit

Liam Jones

Liam Jones

Founder, Pilla App

Date Modified

26 May 2026

I'm Liam Jones, founder of Pilla and a qualified management consultant. I've helped hundreds of businesses set up workflows, and in this article I'm going to show you four real examples of how to set up your food safety audit. I'll start from the simplest and then add some more powerful options. You can open up each template in our workflow builder playground as a starting point and experiment for yourself. If you have any suggestions or you need some help, you can email me directly.

The workflows at a glance

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#1 - Simple audit

Who it's for: Single-site operators who audit their own kitchen and want the audit sheet on a phone instead of paper.

What it is: A food safety audit is a regular self-inspection of every area of your operation against your safety standards. This version is the audit as one checklist of the 13 areas (purchase and delivery, storage, hand washing, food prep, defrosting, cooking, hot holding, cooling, cleaning, pest control, maintenance, waste, allergens), plus a findings field for anything that needs fixing. It is your own EHO visit, run before the real one.

Available on: Basic.

In practice: A single-site cafe owner walks the kitchen every fortnight, ticks each area that meets standard, and writes in the findings that the door seal on the under-counter fridge is perished and a new one is ordered. The audit takes 20 minutes and leaves a record that problems were found and dealt with.

Why it works: The 13 areas sit on the canvas, so the audit covers the same ground every time and nothing gets skipped because the auditor was in a hurry. The findings field is where the value is: a real audit always turns something up.

Steps included:

  • 1 checklist (13 audit areas)
  • 1 findings and actions field

When to upgrade:

  1. The audit is delegated to a manager who needs to know how to score each area
  2. You want a photo record of the audit
  3. You run several sites and want every audit signed and evidenced to one standard

#2 - With guidance

Who it's for: Operators who delegate the audit to a manager and want it done to a consistent standard.

What it is: The simple audit with a guidance note at the top: check each area against your standards, tick the ones meeting it, and for anything that is not, record the non-conformance and a corrective action with a date. The note also makes the point that an audit finding nothing every week is not being done properly.

Available on: Standard.

What it adds to the previous template:

  1. The auditor knows how to judge each area, not just that it's on the list
  2. Non-conformances get a corrective action and a date, not just a note
  3. The audit is consistent whoever runs it

Why it works: The guidance sits with the audit, so a manager reads how to assess as they go. It turns "have a look round" into a real, repeatable audit.

Steps included:

  • 1 guidance note (how to score and record corrective actions)
  • 1 checklist (13 audit areas)
  • 1 findings and actions field

When to upgrade: When the audit would benefit from a photo record (Food Safety Audit #3), or photo and signature evidence for a multi-site standard (Food Safety Audit #4).

#3 - With photo evidence

Who it's for: Teams that want proof the work was done to standard, not just a ticked list, whether for an EHO, head office, or their own peace of mind.

What it is: The guided checklist plus a photo, taken on completion, as a record of the finished work alongside the ticks.

Available on: Standard.

What it adds to the previous template:

  1. A photo of the finished work, captured at the time
  2. Proof that holds up to an inspector, not just a ticked box
  3. A visual record kept alongside the checklist

Why it works: A photo taken on completion is far stronger than a tick. It shows the state things were actually left in, not just that someone said the work was done.

Steps included:

  • 1 guidance note
  • 1 checklist
  • 1 notes field
  • 1 photo of the finished work

When to upgrade: When the record needs a name against it, a signature, for a multi-site standard (#4 - With photo and signature).

#4 - With photo and signature

Who it's for: Multi-site groups auditing every site to one standard, where head office needs to compare audits and trust them.

What it is: The locked audit plus a photo of any issue found and an auditor signature. The photo captures the non-conformance; the signature names who audited and confirms the findings.

Available on: Standard.

What it adds to the previous template:

  1. A photo of any issue, captured at the time
  2. A signature naming the auditor and confirming the findings
  3. A complete, comparable record across every site

Why it works: A photo and signature turn an audit into something head office can review and trust without visiting. The photo also makes a non-conformance impossible to argue with when it's time to fix it.

Steps included:

  • 1 guidance note (how to score and record corrective actions)
  • 1 checklist (13 audit areas)
  • 1 findings and actions field
  • 1 photo of an issue
  • 1 auditor signature

When to upgrade: When you want Poppi to chase open corrective actions, or roll every site's audit into one compliance report. Those versions are coming in the next post update.

How to pick the right version

You don't need to know our product to choose. Just answer three questions about how you audit.

Is it always you auditing, or do other people do it too?

If you audit yourself and know your standards, a plain checklist is enough. The moment a manager audits, the standard needs to be on the screen. If only you audit, #1 is fine. If anyone else does, start at #2.

Do you need photo proof?

A ticked checklist says the work was done; a photo shows it. If a record is enough, stop at #2. If you want visual proof, #3 adds a photo.

Do you need proof, or is a record enough?

A record tells you the audit was done. Proof is something head office can compare across sites. If a record is enough, stop at #3. If you run more than one site, #4 adds photos and a signature.

Conclusion

A food safety audit is the cheapest way to find a problem, because you find it instead of the EHO. The value is in running it regularly and acting on the findings. The versions above move from a simple checklist to a signed photo record you can compare across sites.

Five more versions are coming in the next refresh that bring AI into the audit. Poppi can chase open corrective actions and roll every site's audit into one compliance report. Those need more review time and will land separately.

→ Build your own food safety audit on Pilla. The Basic plan unlocks the simple audit today.