Search Help Articles
Found 111 results for "record"
Articles
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.
OperationsRecording Deliveries & Traceability
Check deliveries in against the supplier's paperwork, take chilled and frozen temperatures, and keep the batch detail you need for a recall.
OperationsRoutines and Checklists
See today's tasks across your sites, build recurring checklists with rich field types, schedule them flexibly, assign them, and change them later.
Compliance & Food SafetyCOSHH Management
Keep a digital COSHH register with safety data sheets, hazard info, PPE, and first aid for every chemical.
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 AppLogging 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.
OperationsScheduling checks around service
The routine editor shows the quiet windows in each site's day so a check lands in a lull, not the lunch rush.
Team ChatExports, retention, legal hold and privacy
Export a conversation as a PDF for an inspector or a solicitor, set how long messages are kept, and understand when an owner can open a direct message.
Team ChatShared tablets: tapping in with a PIN
A tablet behind the bar can be used by the whole team without everybody sharing one login, so check-ins and messages are attributed to the right person.
TroubleshootingMy automation did not fire
Work through the usual reasons a rule did not run or create its task.
Team ChatTurning a message into a job, a task or a report
A photo of a fault does not need retyping: turn the message into a maintenance job, a quick task, a handover note or a report, and the thread follows it.
Team ChatBroadcasts and acknowledgements
Send one message to everyone, a site, a group, a role or an employment type, and get a report of who read it and who acknowledged it.
TroubleshootingAn 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.
Team ChatTeam Chat: the basics
Where chat lives on the phone and in the admin panel, which channels you get, and what happens to a conversation when somebody leaves.
TroubleshootingA 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.
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.
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.
TroubleshootingA staff member cannot log in
Most sign-in problems come down to the account, the invite, or the subscription rather than the password itself.
Account & BillingSwitching 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.
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.
ProtectionMarking something as not applicable
Take an item off what Paddl expects of your business, for one site or all of them, with a reason that stays on record.
ProtectionCustomer Complaints
Log complaints, categorise them, link a corrective action, and track resolution so patterns surface early.
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.
OperationsSupplier Approval
Record when you approved each supplier and when to review them, and clear the Supplier approval chip on the Food Safety Records page.
OperationsAdd manager notes to the handover report
Leave attributed notes on the day's handover so the next shift knows what changed.
OperationsHandovers
Where handover and end-of-day reports live in the admin panel, how to acknowledge one, and what the Handovers module switches on.
OperationsReact 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.
OperationsHow accurate is the forecast, and when it says no
How the accuracy figure is measured, what moves it, and every reason a site can have no forecast.
OperationsEntering takings by hand or from a spreadsheet
Enter a day's takings, import a CSV of them, and what happens when an entry and the till disagree.
OperationsA person at a glance
Click a name on the rota, Payroll, Requests or Reports to see their hours, pay, holiday and anything worth knowing, without leaving the page.
OperationsStaff availability
Which days people have said they cannot work, how it shows on the rota, and recording it for somebody yourself.
OperationsMapping Square locations to your sites
Pair each Square location with the Paddl site it feeds, and what happens to the locations you leave unmapped.
OperationsConnecting Zettle by PayPal
Create an API key in your Zettle account and paste it into Paddl, so takings and what sold arrive every half hour.
OperationsRecording tips and how they were shared
Enter a tip pot per period, share it over approved hours, and keep the record the law now asks for.
OperationsExporting hours to payroll
The four formats, what is in the file, and what Paddl deliberately does not do.
OperationsApproving hours and timesheets
Payroll lists every shift in the dates you pick: what the flags mean, how to correct a time, and what approving covers.
OperationsEligibility warnings on the rota
What each warning means, and why Paddl warns you rather than stopping you.
OperationsPublishing a rota, and what the notice counter means
What staff see when you publish, and why Paddl records how much notice each change gave.
OperationsBuilding your first rota
Draft a week, copy last week forward, and save a template you can reuse.
OperationsRecalls & Batch Traceability
Trace stock from supplier to use, and act quickly and provably when a supplier issues a recall.
OperationsMaintenance Reporting
What you spent, where the backlog is, which places keep breaking, and what the landlord should be paying for.
OperationsMaintenance Jobs & Appointments
How a reported fault becomes a booked job, gets a deadline, and is tracked through to done.
OperationsManaging Visitors
Log visitors quickly or send a self sign-in link, capture badge details, and keep an on-site record.
OperationsManaging Contractors
Set credential requirements, invite contractors, review their documents, and control access with events.
OperationsManaging Suppliers & Recalls
Keep supplier records and act on recalls fast using the batch detail captured at goods-in.
OperationsConfirming 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.
OperationsWhat 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.
OperationsKnowledge 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.
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.
OperationsClosing a Site for a Period
Tell Paddl a location is shut between two dates so no tasks are created for those days, and clear any that already were.
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.
Mobile AppChecking your hours
Where to find what you have worked this period and whether your manager has approved it.
Mobile AppClocking in from a shift
Starting a shift from your rota, what the location check does, and what happens with no signal.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
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.
Mobile AppTeam & Compliance Oversight (Manager)
See each staff member's compliance, drill into the detail, track visitors on site, and check section status.
Mobile AppReviewing Records & Sign-Offs (Manager)
Review submitted records, chase sign-offs and clear handovers from manager mode, and find the same list as the Inbox in the admin panel.
Mobile AppManager Mode on the Mobile App
Switch into manager mode for an overview of your team, compliance, sign-offs, and quick reporting.
Mobile AppYour Compliance & Profile in the App
See your own training, documents, certificates, and compliance score, and change your app settings.
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 AppChecking 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.
Mobile AppSigning In, Face ID & Shared Tablets
Use Face ID or a fingerprint, stay signed in, and unlock a shared tablet with its device PIN instead of signing back in.
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.
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.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
Getting StartedSetting Up Your Business Profile & Locations
Configure business details, add each venue, and set opening hours, timezones, and monitoring thresholds.
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 StartedGetting Started with Paddl
Set up your account, configure your business, invite your team, and get your first checks running.
ProtectionLegal Guidance
Triage a tricky situation, link the report it relates to, see your insurance options, and export an evidence pack.
OperationsDelivery Notes
Turn a supplier's order confirmation or delivery note into a due delivery, with every product linked to your allergen chart.
OperationsExporting & Printing Your Records
Where to find the export, download and print options across Paddl, including the per-chip export on every Records page, and which format each gives you.
Alerts & NotificationsThe Inbox
What lands in the Inbox tab of the bell, who sees it, and how each item clears.
OperationsEquipment Management
Track equipment, schedule servicing and PAT testing, attach manuals, and link items to your HACCP controls.
Compliance & Food SafetyYour Food Hygiene Rating
Link each site to its official FSA listing, read the rating and the three scores behind it, and hear about every change.
Compliance & Food SafetyLicensing Records
The weekly licensing check, Challenge 25 training and your licence documents, and the incidents a licensing officer will ask about.
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.
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.
Compliance & Food SafetyThe Fire Log Book
Weekly alarm tests, emergency lighting, extinguisher and fire door checks, and drills: one routine category, exported as its own section.
Compliance & Food SafetyFood Safety Records
One Records page for food safety: chips for each kind of check or report, Checks and Reports tabs, filters, resolving and export.
Compliance & Food SafetyRecords: Checks, Reports and Evidence
The three kinds of record Paddl keeps, where each one lives, and what a dot or a missing row is telling you.
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.
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 SafetyRisk Assessments
Generate or write risk assessments, require staff sign-off, and keep them reviewed on schedule.
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 SafetyLocation Monitoring: Noise, Capacity & Refusals
One Records page for sound readings, capacity and refusals, which matter most for pubs, bars, nightclubs and late venues.
Compliance & Food SafetyReporting 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.
Compliance & Food SafetyAllergen Matrix
Build an accurate allergen matrix with AI, track may-contain and removable allergens, import in bulk, and keep it current.
Compliance & Food SafetyGenerating an Audit Pack
Pull all your compliance documents into one downloadable ZIP, ready to hand to an EHO or inspector.
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.
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.
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.
Compliance & Food SafetyLogging Temperature Checks
Log fridge, freezer, cooking, and hot-holding temperatures, with the safe ranges and what to do when a reading is out.