Search Help Articles

Manager Mode on the Mobile App

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

Staff Inductions

Set up an induction so new starters complete the right steps and sign the right documents on day one.

Importing Data with CSV

Bulk-load equipment, suppliers, and allergens from a spreadsheet instead of adding them one at a time.

Weather or tide data looks wrong or missing

What to check when the check-in panel has no weather, wind or tide.

A routine is not generating any tasks at all

When a routine creates no tasks for anyone, the cause is usually the routine setup itself rather than who can see it.

Account & Billing

Switching Between Businesses & Adding a New One

Use the business switcher to move between businesses you belong to, and add a new business with its own billing.

Checking In to Your Location

Check in to your venue so the right tasks appear, switch location, and check out at the end of your shift.

Using Offline Mode

How the app keeps working with no signal, what gets queued, and how it syncs when you reconnect.

Food Safety & Hygiene Records

See completed temperature, cleaning, and food safety checks, with completion status and filters.

Allergen Matrix

Build an accurate allergen matrix with AI, track may-contain and removable allergens, import in bulk, and keep it current.

Logging Temperature Checks

Log fridge, freezer, cooking, and hot-holding temperatures, with the safe ranges and what to do when a reading is out.

Equipment is missing or not raising service alerts

A fridge that will not appear when logging temperatures, or a service reminder that never arrives, usually comes down to its status.

A temperature log or report is missing

If a reading or report you expected is not in the records, check where and how it was logged before assuming it was lost.

Tax Reliefs

Answer a few questions and let Paddl estimate the tax reliefs your business may be leaving unclaimed.

Monitoring Customer Reviews

Bring your reviews into Paddl, read the AI sentiment and themes, catch compliance flags, and see who was on shift.

Downloading the Paddl App

Where to get the Paddl Assist app and how to log in the first time.

Reporting Incidents, Accidents & Near-Misses

Log incidents, accidents, and near-misses, investigate them, and keep the evidence insurers and inspectors expect.

PAT Testing

Store PAT certificates against your equipment, track retest dates, and schedule testing visits.

Business Rates Intelligence

Upload your rates bill and let Paddl check the figures, find relief, and verify against published valuations.

Documents and Staff Sign-Off

Upload policies, require staff signatures, track sign-off, and let AI extract key data from what you upload.

The App for Contractors

How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.

Signing In, Face ID & Shared Tablets

Use Face ID or a fingerprint, stay signed in, switch business, and understand auto sign-out on shared tablets.

Completing Tasks & Checklists on Mobile

Find your tasks, filter by day or status, work through the items, and catch up on anything missed.

Contracts & Agreements

Store supplier and service contracts, surface the key terms with AI, and get warned before auto-renewals.

Managing Visitors

Log visitors quickly or send a self sign-in link, capture badge details, and keep an on-site record.

Smart Document Uploads & AI Setup

Upload your existing paperwork and let Paddl read it to build your allergens, HACCP, knowledge base, and more.

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 log deliveries, temperatures, incidents, accidents, complaints, and maintenance.

Admin Panel vs Mobile App

When to use the admin panel and when to use the app, and how managers move between them.

Reviewing Records & Sign-Offs (Manager)

Review and approve submitted records, chase document sign-offs, and clear handovers from manager mode.

Recording Deliveries & Traceability

Record deliveries with temperatures and batch detail so you can trace stock and act fast on a recall.

Staff did not get the task or notification

Why a rule fired but the person did not see the task or alert.

A 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.

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.

Preparing for an EHO / Inspection Visit

Use the EHO Visit Dashboard to show an inspector everything they ask for from one read-only screen.

Fire & Safety Records

Track fire certificates, drills and alarm checks, first response records, and your fire risk assessment.

Alerts & Notifications

Understanding Alerts

What Paddl alerts mean, how they are raised, and how to clear them before an inspection.

COSHH Management

Keep a digital COSHH register with safety data sheets, hazard info, PPE, and first aid for every chemical.

Equipment Management

Track equipment, schedule servicing and PAT testing, attach manuals, and link items to your HACCP controls.

Generating an Audit Pack

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

Generating & Signing Off Your SFBB Pack

Generate a Safer Food Better Business pack, assign it, sign off, and stay current with regulatory updates.

Account & Billing

Managing Your Subscription

Add locations, users, and storage, change your plan, update payment, and cancel. For account owners.

Staff 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.

Routines and Checklists

Build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.

Inviting and Managing Team Members

Invite staff, choose roles, organise people into groups, and understand what each role can do.

Getting Started with Paddl

Set up your account, configure your business, invite your team, and get your first checks running.

An alert is not being raised

When you expect Paddl to flag something and it does not, check whether the alert was already handled or whether the thing it watches is switched off.

A 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.

Ask Paddy cannot answer a question

Paddy answers from your business content and the Paddl help guides, so a blank answer usually means the information is not there yet.

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.

My automation did not fire

Work through the usual reasons a rule did not run or create its task.

A staff member cannot log in

Most sign-in problems come down to the account, the invite, or the subscription rather than the password itself.

Review with AI on my HACCP plan is not doing what I expect

Why Review with AI may suggest nothing, why you might not be able to apply a change, and how to avoid ending up with a duplicate plan.

The check-in panel is not showing

Steps to take when staff check in but see no weather or tide panel.

Actions explained

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

Conditions explained

How weather conditions work, and how combining them controls when a rule fires.

React when a temperature is logged out of range

Automatically create a corrective task and alert managers the moment a fridge or freezer is logged out of safe range.

Send staff a task when the forecast matches

Create a task automatically when the day is forecast sunny, hot or wet.

Show weather, wind and tide at check-in

Give staff live conditions for their location the moment they check in.

Create your first automation

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

What are Rules & Automations?

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

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.

Knowledge Hub and Ask Paddy

Build a searchable knowledge base that powers Ask Paddy, the AI assistant your staff can ask anything.

Recording Pest Control

Log routine pest checks, record sightings, and keep contractor visit reports ready for inspection.

How Do I Review or Update My HACCP Plan?

Use Review with AI to check an existing HACCP plan against your current menu, allergens and chemicals, apply the suggested changes, and sign off a review.