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Found 30 results for "assign"
Articles
A staff member is blocked from a task or area
Some tasks and areas are gated behind required training or a role, so a block is often working as intended until the requirement is met.
OperationsRoutines and Checklists
Build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.
TroubleshootingA routine is not showing up in the app
Work through the most likely reasons a routine is missing from a staff member's app, starting with the one that catches people out most.
OperationsKnowledge Hub and Ask Paddy
Build a searchable knowledge base that powers Ask Paddy, the AI assistant your staff can ask anything.
OperationsStaff Inductions
Set up an induction so new starters complete the right steps and sign the right documents on day one.
TroubleshootingA routine is showing up twice
A duplicated routine almost always means it has been assigned in two overlapping ways to the same person.
Mobile AppCompleting Training on the App
Work through assigned training modules, pass the assessment, and find your certificates, even offline.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
Mobile AppCompleting Tasks & Checklists on Mobile
Find your tasks, filter by day or status, work through the items, and catch up on anything missed.
Mobile AppYour Compliance & Profile in the App
See your own training, documents, certificates, and compliance score, and change your app settings.
Getting StartedSetting Up Your Business Profile & Locations
Configure business details, add each venue, and set opening hours, timezones, and monitoring thresholds.
TroubleshootingStaff did not get the task or notification
Why a rule fired but the person did not see the task or alert.
TroubleshootingA document is not showing for staff to sign
When a policy or document does not reach the people who need to sign it, check whether it is archived, who it is assigned to, and where they are.
Account & BillingSetting Up Regions
Group your locations into regions for cleaner multi-site management on enterprise accounts.
Compliance & Food SafetyGenerating & Signing Off Your SFBB Pack
Generate a Safer Food Better Business pack, assign it, sign off, and stay current with regulatory updates.
TroubleshootingStaff are not getting push notifications
If reminders and alerts are not reaching a phone, the cause is usually the device, the notification settings, or the type of task.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
OperationsSend staff a task when the forecast matches
Create a task automatically when the day is forecast sunny, hot or wet.
OperationsStaff Training & Compliance
Assign training modules, run assessments and certificates, manage renewals, and read the compliance matrix.