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Routines 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.

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.

Recording 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.

Send staff a task when the forecast matches

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

Late and missed tasks

When a task becomes overdue, when it becomes missed, what "missed in the busiest hour" means, and how to resolve one.

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.

Mapping Square locations to your sites

Pair each Square location with the Paddl site it feeds, and what happens to the locations you leave unmapped.

Preparing 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.

Delivery Notes

Turn a supplier's order confirmation or delivery note into a due delivery, with every product linked to your allergen chart.

What 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.

Admin Panel vs Mobile App

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

Manager Mode on the Mobile App

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

My automation did not fire

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

Completing Tasks & Checklists on Mobile

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

Finding 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.

Your 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.

Scheduling 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.

Reading 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.

Approving 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.

Seeing your shifts in the app

Where your rota lives in Paddl Assist, and what the times mean.

Checking your hours

Where to find what you have worked this period and whether your manager has approved it.

Your 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.

How 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.