Reviewing submitted records
Records staff submit (accidents, maintenance requests, delivery checks, complaints, allergen incidents, and so on) come to you to review. In manager mode, open Records and filter by status: submitted, under review, approved, or action required.
Open a record to see the detail, photos, and who submitted it
Approve it, request changes, or mark it as needing action
Use bulk approve to clear several straightforward ones at once
Document sign-offs
The Documents tab gathers everything waiting for signatures across documents, SFBB packs, HACCP plans, and risk assessments. You can see who has and has not signed, send a reminder, and sign anything that needs your signature.
Attention items and handovers
The Overview tab surfaces anything needing attention (overdue tasks, pending signatures, records to review, training gaps) as a tap-through list. Handover reports from staff appear here too, and you can acknowledge one to clear it once you have actioned it. See Handover & End-of-Shift Reports.
The same list in the admin panel: the Inbox
Everything above that is waiting on you also reaches you in the admin panel as the Inbox tab of the bell: records awaiting review, handovers you have not acknowledged, risk assessment sign-offs still owed and action points due from an EHO report. It is scoped to the sites you manage, and acknowledging or reviewing in either place clears the item in both. See The Inbox.
Tip: Review records promptly. A record awaiting review counts as outstanding in Readiness and on the EHO visit page, so an unreviewed delivery check looks like a gap until you open it.