Switching to manager mode
Owners and managers get extra tools on top of the staff view. Tap the briefcase icon in the header to switch into manager mode, and tap it again to switch back.
The manager tabs
Tab | What it shows |
|---|---|
Overview | Who is checked in, compliance at a glance, attention items, handovers, and recent activity |
Team | Staff status and compliance, plus visitors on site (see Team & compliance below) |
Tasks | Team task progress and completion |
Documents | Pending sign-offs and submitted records to review (see Reviewing below) |
Compliance | Section status across food safety, COSHH, fire, team, customer, and equipment |
Two of these are big enough to have their own guides: reviewing records and sign-offs, and team and compliance oversight.
The Overview dashboard
Overview is your start-of-shift glance. It shows how many staff are checked in, your compliance percentage, and a list of attention items (overdue tasks, pending signatures, records waiting for review, training gaps) that you can tap straight through to. Yesterday and today's handover reports and a live activity feed sit below.
Quick actions
From manager mode you can log things in a couple of taps without the full staff flow:
Log a record: delivery check, temperature, incident, accident, allergen incident, complaint, or maintenance request
Create a one-off quick task for the team
Log a HACCP corrective action, schedule a maintenance job, or add a COSHH product or allergen item
Log a visitor
End-of-day summary
The end-of-day summary for a location shows task completion (done, late, missed, overdue), who was on shift, records submitted, and any escalations, so you can close the day knowing where it landed.
Tip: Setup work such as creating routines, uploading documents, and managing the subscription lives in the admin panel at manage.paddl-ai.co, which also works in your phone browser.