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Articles
Generating an Audit Pack
Pull all your compliance documents into one downloadable ZIP, ready to hand to an EHO or inspector.
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.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
OperationsStaff Training & Compliance
Assign training modules, run assessments and certificates, manage renewals, and read the compliance matrix.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
Mobile AppCompleting Tasks & Checklists on Mobile
Find your tasks, filter by day or status, work through the items, and catch up on anything missed.
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.
Account & BillingSwitching 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.
TroubleshootingA routine is showing up twice
A duplicated routine almost always means it has been assigned in two overlapping ways to the same person.
Compliance & Food SafetyReporting Incidents, Accidents & Near-Misses
Log incidents, accidents, and near-misses, investigate them, and keep the evidence insurers and inspectors expect.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
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 & BillingRegional & Unit Settings
Choose temperature units and date format, and understand how your country changes the app.
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.
OperationsActions explained
The things a rule can do when it fires, from showing a panel to creating a task.
OperationsSend staff a task when the forecast matches
Create a task automatically when the day is forecast sunny, hot or wet.