Search Help Articles

Found 24 results for "actions"

Articles

Actions explained

The things a rule can do when it fires, from showing a panel to creating a task.

What are Rules & Automations?

Set up rules that prompt staff and create tasks automatically based on real conditions like the weather and forecast.

Add manager notes to the handover report

Leave attributed notes on the day's handover so the next shift knows what changed.

Handovers

Where handover and end-of-day reports live in the admin panel, how to acknowledge one, and what the Handovers module switches on.

Health & Safety Records

One page for the accident book, incidents, near-misses, fitness to work and your health and safety policy, with RIDDOR in brief.

What Ask Paddy can do for you

Ask Paddy can set up routines, book visits, draft paperwork, chase your team and build an audit pack. Here is what to ask for.

Paddy in an Organisation

What Paddy answers on the organisation's pages, writes in its library and answers inside a member business, what it never sees, and actions you confirm on a card.

Manager Mode on the Mobile App

Switch into manager mode for an overview of your team, compliance, sign-offs, and quick reporting.

Team & Compliance Oversight (Manager)

See each staff member's compliance, drill into the detail, track visitors on site, and check section status.

Logging Checks & Reports on the App

Use the Report tab to file deliveries, temperatures, accidents, incidents, fitness to work, complaints and maintenance: the same list as the admin panel.

Letting Paddy suggest a week

Ask Paddy to draft a week of open shifts against the demand band and your labour target. It never publishes.

Create your first automation

Use a starter template to set up a working rule in a couple of minutes.

I hit a limit or got a payment prompt

Being stopped from adding a location, a user, or a file usually means you have reached what your current plan includes.

Switching Modules On and Off

Choose which parts of Paddl your business uses under Settings > Modules, and what happens to the pages, alerts and Ask Paddy when one is off.

Ask Paddy cannot answer a question or will not do something

Why Paddy comes back with nothing, why it sometimes declines an action on purpose, and what to do about each.

Confirming and cancelling Paddy actions

Ask Paddy always shows you what it is about to do and waits for you to confirm. Here is how that works and what gets recorded.

Connecting Epos Now

Add an API device in Epos Now Back Office and paste its key and secret into Paddl.

Reporting Incidents, Accidents & Near-Misses

File incidents, accidents and near-misses on the Health & safety page, review them, and keep the evidence insurers and inspectors expect.

Creating, Editing & Exporting HACCP Plans

Generate a HACCP plan with AI from your menu, allergens and COSHH, review and update it with AI, manage CCPs, run reviews and sign-off, and export to PDF.

Knowledge Hub and Ask Paddy

Build a searchable knowledge base, and use Ask Paddy to answer questions from it and to set work up for you.

Generating an Audit Pack

Pull all your compliance documents into one downloadable ZIP, ready to hand to an EHO or inspector.