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Found 121 results for "to set up"
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Groups, channels and direct messages
Make a group for a project or a team, mute what you do not need, and understand why some channels cannot be left.
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 SafetyAllergen Matrix
Build an accurate allergen matrix with AI, track may-contain and removable allergens, import in bulk, and keep it current.
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 SafetyRisk Assessments
Generate or write risk assessments, require staff sign-off, and keep them reviewed on schedule.
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.
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.
OperationsStaff Training & Compliance
Assign training modules, run assessments and certificates, manage renewals, and read the compliance matrix.
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.
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.
Getting StartedSetting Up Your Business Profile & Locations
Configure business details, add each venue, and set opening hours, timezones, and monitoring thresholds.
OperationsEquipment Management
Track equipment, schedule servicing and PAT testing, attach manuals, and link items to your HACCP controls.
OperationsCreate your first automation
Use a starter template to set up a working rule in a couple of minutes.
Compliance & Food SafetyLicensing Records
The weekly licensing check, Challenge 25 training and your licence documents, and the incidents a licensing officer will ask about.
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.
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.
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.
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.
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.
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.
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.
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.
Getting StartedInviting and Managing Team Members
Invite staff, choose roles, organise people into groups, and understand what each role can do.
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 StartedLogging In and Troubleshooting Access
Log in, switch accounts, reset a password, and fix the most common access problems.
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.
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.
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.
OperationsLeave requests and holiday
Where requests for time off arrive, what the review shows before you decide, and booking leave for somebody yourself.
OperationsAreas & Rooms
Divide a venue into the places work actually happens: the cellar, the customer WC, or all sixty guest rooms.
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.
OperationsAssigning Maintenance Work
Give a job to a person, a team or a contractor, and make sure the person it lands on is told.
OperationsMaintenance Reporting
What you spent, where the backlog is, which places keep breaking, and what the landlord should be paying for.
OperationsConnecting SumUp POS (Goodtill)
Ask SumUp to switch on API access, then link with your account subdomain and an owner login.
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.
OperationsStaff availability
Which days people have said they cannot work, how it shows on the rota, and recording it for somebody yourself.
Getting StartedYour Profile & Security
Change your name, email, and password, set a profile photo, and turn on two-factor authentication.
OperationsPlanned Maintenance (PPM)
The checks and services that should happen on a cycle, from a catalogue of what a UK hospitality site is expected to do.
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.
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.
ProtectionMonitoring Customer Reviews
Bring your reviews into Paddl, read the AI sentiment and themes, catch compliance flags, and see who was on shift.
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.
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.
OperationsReading the sales forecast
What the expected figure and the likely range mean, what drives them, and what the notes on a day are telling you.
OperationsWhat the till sync brings in
What Paddl reads from Square, how often, how long a day keeps settling, and which features each figure feeds.
Alerts & NotificationsNotification Settings
Choose what notifies you and how, set quiet hours, and get a message to the whole team.
Team ChatOpen shifts and swaps in chat
Publish a week and the unfilled shifts land in the site channel as cards staff can claim, and a shift somebody cannot work can be given away from the thread.
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.
Account & BillingSetting Up Regions
Group your locations into regions for cleaner multi-site management on enterprise accounts.
TroubleshootingStaff are not getting push notifications
If notifications are not reaching a phone, the usual cause is the phone itself blocking Paddl, even when every switch inside Paddl is on.
ProtectionBusiness Rates Intelligence
Upload your rates bill and let Paddl check the figures, find relief, and verify against published valuations.
Account & BillingRegional & Unit Settings
Choose temperature units and date format, and understand how your country changes the app.
Mobile AppChecking your hours
Where to find what you have worked this period and whether your manager has approved it.
Account & BillingManaging Your Subscription
Add locations, users, and storage, change your plan, update payment, and cancel. For account owners.
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 SafetyGenerating an Audit Pack
Pull all your compliance documents into one downloadable ZIP, ready to hand to an EHO or inspector.
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.
TroubleshootingI cannot type a decimal point in a number field
Why a number field would not accept 1.5 or a half, and how to get it working.
Getting StartedGetting Started with Paddl
Set up your account, configure your business, invite your team, and get your first checks running.
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.
Mobile AppDownloading the Paddl App
Where to get the Paddl Assist app and how to log in the first time.
Mobile AppSeeing your shifts in the app
Where your rota lives in Paddl Assist, and what the times mean.
TroubleshootingEquipment 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.
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.
TroubleshootingA 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 & 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.
Alerts & NotificationsWhy did my rota notification change?
With team chat switched on, some notifications become posts in a channel instead of a push to everybody. Here is what moved and what did not.
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 AppManager Mode on the Mobile App
Switch into manager mode for an overview of your team, compliance, sign-offs, and quick reporting.
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.
TroubleshootingWe keep getting logged out on a tablet
Why a shared tablet seemed to log itself out or "expire" mid-shift, and how the device PIN replaces that.
TroubleshootingThe check-in panel is not showing
Steps to take when staff check in but see no weather or tide panel.
TroubleshootingStaff did not get the task or notification
Why a rule fired but the person did not see the task or alert.
TroubleshootingWeather or tide data looks wrong or missing
What to check when the check-in panel has no weather, wind or tide.
TroubleshootingMy automation did not fire
Work through the usual reasons a rule did not run or create its task.
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.
TroubleshootingI 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.
TroubleshootingA 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.
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.
TroubleshootingThe till is not syncing
Work through a Square connection that shows an error, was revoked, or has stopped sending takings.
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 SafetyRecording Pest Control
Routine pest checks, sightings and contractor visits on the Pest control chip of the Records page, with visit reports under Documents.
Mobile AppTeam & Compliance Oversight (Manager)
See each staff member's compliance, drill into the detail, track visitors on site, and check section status.
Mobile AppThe App for Contractors
How contractors sign in, keep credentials current, sign documents, see their events, and track their hours.
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.
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.
OperationsSend staff a task when the forecast matches
Create a task automatically when the day is forecast sunny, hot or wet.
OperationsShow weather, wind and tide at check-in
Give staff live conditions for their location the moment they check in.
OperationsWhat are Rules & Automations?
Set up rules that prompt staff and create tasks automatically based on real conditions like the weather and forecast.
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.
OperationsStaff Inductions
Set up an induction so new starters complete the right steps and sign the right documents on day one.
ProtectionContracts & Agreements
Store supplier and service contracts, surface the key terms with AI, and get warned before auto-renewals.
Getting StartedAdmin Panel vs Mobile App
When to use the admin panel and when to use the app, and how managers move between them.
Compliance & Food SafetyPAT Testing
PAT certificates live under Documents in the PAT Testing category, linked to the equipment they cover, with retest reminders.
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.
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.
Alerts & NotificationsUnfilled shift alerts
When Paddl tells you a published shift has nobody on it, how the till changes the order, and how the alert clears.
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.
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.
OperationsMaintenance Jobs & Appointments
How a reported fault becomes a booked job, gets a deadline, and is tracked through to done.
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.
OperationsThe demand band on the rota
The strip under each rota day shows how busy the site usually is, hour by hour, from up to thirteen weeks of takings.