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Found 49 results for "document upload"
Articles
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.
Getting StartedGetting Started with Paddl
Set up your account, configure your business, invite your team, and get your first checks running.
OperationsEquipment Management
Track equipment, schedule servicing and PAT testing, attach manuals, and link items to your HACCP controls.
Mobile AppCompleting Tasks & Checklists on Mobile
Find your tasks, filter by day or status, work through the items, and catch up on anything missed.
Compliance & Food SafetyAllergen Matrix
Build an accurate allergen matrix with AI, track may-contain and removable allergens, import in bulk, export it, and keep it current.
Compliance & Food SafetyCreating, 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.
OperationsAttaching reports and certificates to a routine
Add a Document upload field to a routine so a contractor's report or certificate is filed in Documents and counts as evidence on the EHO visit page and in the audit pack.
TroubleshootingReview with Paddy on my HACCP plan is not doing what I expect
Why Review with Paddy may suggest nothing, why you might not be able to apply a change, and how to avoid ending up with a duplicate plan.
Compliance & Food SafetyFire & Safety Records
One Fire & Safety Records page with chips for the fire log book, fire safety checks and first response, with certificates under Documents.
OperationsRoutines and Checklists
See today's tasks across your sites, build recurring checklists with rich field types, reorder them, link SOPs, schedule them every day, week or few weeks, assign them, and change them later.
OperationsDocuments and Staff Sign-Off
Upload certificates, policies and reports by category, track expiry and review dates, require staff signatures, and let AI extract key data from what you upload.
Getting StartedAdmin Panel vs Mobile App
When to use the admin panel and when to use the app, and how managers move between them.
Alerts & NotificationsNotification Settings
Choose what notifies you and how, set quiet hours, and get a message to the whole team.
OperationsStaff Training & Compliance
Assign training modules, run assessments and certificates, manage renewals, record training done elsewhere, and read the training matrix.
OperationsRecording training done outside Paddl
Record a course someone took elsewhere, or training you gave them in person, so it counts in the matrix, Readiness, the EHO visit page, the audit pack and the rota.
OperationsMatching certificates to training
Paddl reads the certificates your team upload and suggests which assigned training they cover. You review the matches and confirm before anything counts.
Compliance & Food SafetyAllergen menus: a guide for each menu
Give each menu its own allergen chart, export, public page and QR code, so guests see the dishes that are actually being served.
OperationsImporting Data with CSV
Bulk-load equipment, suppliers, and allergens from a spreadsheet, with Paddy reading it for you, instead of adding them one at a time.
ProtectionContracts & Agreements
Store supplier and service contracts, surface the key terms with AI, and get warned before auto-renewals.
OperationsLate and missed tasks
When a task becomes overdue, when it becomes missed, what "missed in the busiest hour" means, and how to resolve one.
Compliance & Food SafetyPAT Testing
PAT certificates live under Documents in the PAT Testing category, linked to the equipment they cover, with retest reminders.
Compliance & Food SafetyRecording Pest Control
Routine pest checks, sightings and contractor visits on the Pest control chip of the Records page, with visit reports under Documents.
Compliance & Food SafetyPreparing for an EHO / Inspection Visit
Readiness in the weeks before, the EHO visit page on the day, and the Audit Pack when they want a file.
Getting StartedYour Dashboard: Readiness and Requires attention
What Home shows when you sign in: how ready each site is for an inspection, the official food hygiene rating, and the four lists of what needs you.
Compliance & Food SafetyHow Do I Review or Update My HACCP Plan?
Use Review with Paddy to check an existing HACCP plan against your current menu, allergens and chemicals, accept the changes you want, and record a review.
Compliance & Food SafetyInspection Readiness
One ring per inspector, one page per inspector grouped by what they score, your visits and internal audits, and the audit pack from the header.
ProtectionInsurance, licences and lease
See what your business is expected to hold, what you hold and when it renews, and mark what does not apply.
Compliance & Food SafetyHealth & Safety Records
One page for the accident book, incidents, near-misses, fitness to work and your health and safety policy, with RIDDOR in brief.
TroubleshootingAsk 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.
Compliance & Food SafetyTurning an EHO Report into an Action Plan
Upload the inspection report under Documents, let Paddy draft action points from it, and track each one to closure.
ProtectionLegal Guidance
Triage a tricky situation, link the report it relates to, see your insurance options, and export an evidence pack.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
Mobile AppUploading Your Certificates & Documents
Add a food hygiene or first aid certificate, a training record, or an ID document to your own profile from the app, with expiry reminders.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
Compliance & Food SafetyLicensing Records
The weekly licensing check, Challenge 25 training and your licence documents, and the incidents a licensing officer will ask about.
Getting StartedSmart Document Uploads & AI Setup
Upload your existing paperwork and let Paddl read it to build your allergens, HACCP, knowledge base, and more.
Getting StartedPaddy's analysis
How Paddy reads your documents and records in each area, what a finding is, what you can do with one, and when the analysis runs.
OperationsPPM Certificates under Documents
Complete a planned maintenance visit with its certificate attached and Paddl files it under Documents, with an expiry worked out from the interval.
Getting StartedFinding Your Way Around
The sidebar and its sections, searching for any page, the Settings home, the bar at the bottom of a phone screen, and what the colours of Paddl's messages mean.
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.
Mobile AppManager Mode on the Mobile App
Switch into manager mode for an overview of your team, compliance, sign-offs, and quick reporting.