Allergen Management Protocol Checklist

Ensure guest safety & avoid costly incidents! Download our Allergen Management Protocol checklist for restaurants, hotels & catering. Protect your business & create a worry-free dining experience. Compliance made easy!

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Policy & Training

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Ensuring a clear policy exists and staff are properly trained on allergen awareness and management.

Allergen Management Policy Statement

Frequency of Policy Review (e.g., Annually)

Training Method (e.g., Online, In-Person)

Date of Last Allergen Awareness Training

Topics Covered in Allergen Training (Select all that apply)

Copy of Allergen Training Record/Certificate

Role Responsible for Training Updates

Menu & Recipe Management

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Detailed procedures for menu development, recipe formulation, and ingredient selection, with a focus on allergen control.

Describe the process for reviewing new recipes for potential allergens.

How are allergens clearly identified on the menu (e.g., symbols, bolding)?

Which allergens must be declared on the menu?

Describe the procedure for updating recipes to remove or substitute allergens.

Upload a sample menu highlighting allergen information.

How many times per year is the menu reviewed for allergen accuracy?

How are ingredients listed in recipes? (e.g., full ingredient list, key allergens only)

Ingredient Sourcing & Storage

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Controls for ensuring the accuracy of ingredient information from suppliers and proper storage practices to prevent cross-contamination.

Supplier Allergen Information Provided?

Supplier Allergen Declarations (SDS/Technical Data Sheets)

Detailed notes on supplier allergen information and potential risks.

Ingredients Stored Separately from Allergen-Free Stock?

Describe allergen storage procedures and segregation methods.

Temperature of allergen storage area (in Celsius/Fahrenheit - specify unit)

Date of last supplier allergen information review.

Which allergen types are specifically segregated and why?

Food Preparation & Handling

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Procedures to minimize the risk of allergen cross-contamination during all stages of food preparation and service.

Dedicated Utensils & Equipment?

Workstation Segregation?

Detailed Cleaning Procedures for Equipment & Surfaces

Minimum Contact Time for Sanitizer (in seconds)

Order Taking/Communication Protocol?

Describe the system for preventing airborne allergen contamination (e.g., during frying)

Checklist for post-preparation cleaning?

Date of last review and update of preparation protocols

Service & Communication

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Guidelines for effectively communicating allergen information to guests and handling special requests.

Does the establishment have a clearly defined process for guests to declare allergens when ordering?

Describe the standard script for servers to use when a guest declares an allergy.

Which communication methods are used to inform the kitchen about guest allergies?

Are kitchen staff notified of allergies promptly and effectively?

Describe how ingredient lists are provided to guests (e.g., menu notes, separate allergen guide).

Is the menu clearly marked with common allergens?

Describe the procedure for handling modifications to dishes due to allergen requests (e.g., substitutions, omissions).

Cleaning & Sanitation

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Specific cleaning protocols to eliminate allergen residues on surfaces and equipment.

Detailed Cleaning Procedure for Kitchen Surfaces

Cleaning Agents Used (Identify potential allergens present in cleaning products)

Concentration of Sanitizer Used (Specify percentage)

Procedure for Cleaning Equipment (Ovens, Grills, Fryers - specific allergen residue removal)

Date of Last Deep Clean of Kitchen (Including Equipment)

Location of Allergen-Specific Cleaning Supplies

Procedure for cleaning shared equipment (e.g., slicers, mixers) after allergen-containing ingredients have been used.

Emergency Procedures

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Protocols for responding to allergic reactions and ensuring guest safety.

Emergency Contact Information (Medical Professionals)

Primary First Responder Contact (Internal)

Secondary First Responder Contact (Internal)

Estimated Response Time (Emergency Services)

Specific Emergency Response Steps for Anaphylaxis

Location of Epinephrine Auto-Injectors (e.g., EpiPen)

Date of Last Emergency Response Drill

Scheduled Time for Next Emergency Response Drill

Notes/Specific Considerations for Guest with Known Allergies (if applicable)

Record Keeping & Auditing

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Maintaining accurate records and conducting regular audits to verify protocol effectiveness.

Date of Last Allergen Protocol Review

Frequency of Allergen Training (Months)

Allergen Training Method

Summary of Audit Findings (Including Corrective Actions)

Copy of Supplier Allergen Information (Example: MSDS)

Audit Result

Date of Next Scheduled Audit

Details of any Near Miss Incidents (Allergic Reaction) and Follow-up Actions

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