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Articles

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.

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.

Matching 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.

Signing your HACCP plan

Where to sign a HACCP plan you have been asked to sign, on the web or in the app, who gets asked, and what a signer from another site sees.

Smart Document Uploads & AI Setup

Upload your existing paperwork and let Paddl read it to build your allergens, HACCP, knowledge base, and more.

Recording Pest Control

Routine pest checks, sightings and contractor visits on the Pest control chip of the Records page, with visit reports under Documents.

Reporting 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.

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.

Paddy in an Organisation

What Paddy answers on the organisation's pages, writes in its library and answers inside a member business, what it never sees, and actions you confirm on a card.

Handovers

Where handover and end-of-day reports live in the admin panel, how to acknowledge one, and what the Handovers module switches on.

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.

Clocking in from a shift

Starting a shift from your rota, what the location check does, and what happens with no signal.

Your Compliance & Profile in the App

See your own training, documents, certificates, and compliance score, and change your app settings.

Confirming 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.

Using Offline Mode

How the app keeps working with no signal, what gets queued, and how it syncs when you reconnect.

A 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.

Eligibility warnings on the rota

What each warning means, and why Paddl warns you rather than stopping you.

Staff Training & Compliance

Assign training modules, run assessments and certificates, manage renewals, record training done elsewhere, and read the training matrix.

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.

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.

Inspection 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.

Creating, 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.

Uploading 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.

Completing Training on the App

Work through assigned training modules, pass the assessment, and find your certificates, even offline.

Getting Started with Paddl

Set up your account, configure your business, invite your team, and get your first checks running.

Seeing your shifts in the app

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

Submitting Handover & End-of-Shift Reports

Raise handover notes at the end of a shift, see how the next shift picks them up at check-in, and where managers review them.

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.

Managing Contractors

Set credential requirements, invite contractors, review their documents, and control access with events.

COSHH Management

Keep a digital COSHH register with safety data sheets, hazard info, PPE, and first aid for every chemical.

Why 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.

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.

Generating & Signing Off Your SFBB Pack

Generate a Safer Food Better Business pack, assign it, sign off, and stay current with regulatory updates.

Setting Up Your Business Profile & Locations

Configure business details, add each venue, and set opening hours, timezones, and monitoring thresholds.

Insurance, licences and lease

See what your business is expected to hold, what you hold and when it renews, and mark what does not apply.

The Inbox

What lands in the Inbox tab of the bell, who sees it, and how each item clears.

Ask 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.

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.

Unfilled shift alerts

When Paddl tells you a published shift has nobody on it, how the till changes the order, and how the alert clears.

The labour cost report

What the rota will cost against what the approved hours cost, by site, person and day, and as a share of sales.

Maintenance Jobs & Appointments

How a reported fault becomes a booked job, gets a deadline, and is tracked through to done.

The Fire Log Book

Weekly alarm tests, emergency lighting, extinguisher and fire door checks, and drills: one routine category, exported as its own section.

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.

Send staff a task when the forecast matches

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

Completing Tasks & Checklists on Mobile

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

Downloading the Paddl App

Where to get the Paddl Assist app and how to log in the first time.

What the till sync brings in

What Paddl reads from Square, how often, how long a day keeps settling, and which features each figure feeds.

Records: 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.

A 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.

Monitoring Customer Reviews

Bring your reviews into Paddl, read the AI sentiment and themes, catch compliance flags, and see who was on shift.

A maintenance job is not showing, or nobody was told

A job that will not appear on somebody phone, an assignment that told nobody, or a request that never became a job.

Manager Mode on the Mobile App

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

Signing 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.