Learn Blade, one tap at a time.

You get an email that says “… invited you to CPM on Blade”. Tap Accept the invite.

Blade opens a page called Join CPM on Blade. Fill in:

• Your name: as your colleagues know you.
• Choose a password: at least 10 characters.
• Type it again: the same password.

Tap Join and sign in. That’s it, you’re in.

On the page Sign in to Blade, type your Email and Password, then tap Sign in.

No password to hand? Tap Email me a sign-in link. Open the email on the same phone and tap the link. It works once, for 15 minutes.

Forgot your password? Tap Forgot password?, then Send the link. The link works once, for an hour. Choosing a new password signs you out on your other devices.

Blade then opens like an app, with its own icon: an orange square with a lightning bolt.

• iPhone: open Blade in Safari. Tap the Share button, then Add to Home Screen.
• Android: open Blade in Chrome. Tap the ⋮ menu, then Install app (on some phones: Add to Home screen).

The bell at the top shows an orange number when something is new: a handoff, a review result, an overdue item or an urgent exception.

Tap it to read them. Mark all read clears the number. Closing the bell marks what you saw as read.

On a laptop, press ⌘K on a Mac, or CtrlK on Windows. Type part of a project, client, person or task and press Enter. Press C anywhere to capture a request.

On a phone, tap the magnifying glass at the top.

Captures that are not on a project yet land in Unsorted, oldest first. Coordinators and Patrick sort them.

• Tap Sort, pick the project under Link to a project, then tap Link.
• Tap Add reading to note what you think the client meant.

When the list is empty, it says All sorted.

• Ask the client something: on the project, tap Ask the client, write Your question and tap Ask. It shows in their portal under What we need from you.
• Share a deliverable: on the task, open the ⋯ menu, choose Client sign-off, turn on Show it to the client (and The client must accept it if they must sign it off), then Save.
• Share a file: in the project’s Files, tap the share button next to it.
• Something went wrong? Open the ⋯ menu and choose Raise an exception. Pick the kind, say it In one line, and tap Raise it and tell Patrick. He hears about it straight away.

On the Enter step you’ll see Today’s standards. Tap each one marked Not read yet, read it, and tap I’ve read it — acknowledge.

You must do this before you can tick the Verify, Serve and Close tasks. When a standard changes, it is marked unread again for everyone.

Every shift goes through the same six steps, in order:

1. Enter: arrive, check in, read the standards.
2. Prepare: your prep.
3. Verify: the checks.
4. Serve: service. This is where you report problems.
5. Close: closing down, often with photos.
6. Handover: pass on to the next shift.

The tasks in each step come from your station’s checklist. Tap Next: … to move on. A step shows Done only when your supervisor has approved its proof; until then it shows Waiting.

On the Serve step, under Report during service, choose Shortage, Incident, Waste, Temperature or Maintenance.

Write What happened, and if you like What it affects and a photo. Tap Send report. Your supervisor sees it straight away.

Something Patrick must know now (money, a broken standard, a complaint, staffing)? Turn on Urgent, pick the kind and tap Send and tell Patrick. He gets an email at once.

At the end of your shift, open the Handover step and tap Hand over to the next shift. Write a Note for the next shift (what’s low, what’s broken, what’s ordered) and tap Hand over. Open items stay yours until the next shift accepts them.

At the start of your shift, tap Accept the handover. Those items are now your shift’s.

If a shift ends without a handover, its supervisors are told.

Every morning at 08:00 Beirut time, Blade emails you “Your Blade brief”: at most eight lines, the most serious first. It covers urgent exceptions, decisions waiting for you, overdue work, clients not contacted, handoffs nobody accepted, and what changed since yesterday. Tap Open Today to act.

The same brief is the dark Morning brief card on Today. It stays live: anything dealt with since the email drops off.

When someone raises an urgent exception (money, a broken standard, a missed promise, a complaint or staffing), you get an email at once: “Urgent · …”, with an Open the exception button. You don’t wait for tomorrow’s brief.

All of them are listed in Exceptions.

• Serious client updates, marked Needs Patrick · …. Nobody sends one until you approve it.
• New versions of a kitchen standard: Approve v…, in Settings → Kitchen code.
• Roles, Settings, System and backups, and making a project Only owners.

And what even you can’t do: accept a handoff meant for someone else, submit work you don’t own, approve your own work, or act as a client. To see what a client sees, use Client view on the project.

• Invite: in People, tap Invite. Fill in Email, Role (Owner, Coordinator, Team member or Client or provider), a Title and the Access. Tap Send invite. It lasts seven days; Send again makes a fresh link.
• Change access: tap the person, change their Role or Access, and tap Save changes.
• Remove: tap the person, then Remove from CPM. They are signed out everywhere straight away. A handoff still waiting on them goes back to whoever sent it. Their name stays in the history.

Settings holds the Morning brief time and who gets it, When things turn late (to begin with: a handoff after 24 hours, no client update after 7 days, untouched work after 3 days), Urgent exceptions, and the kitchen: Locations, Kitchen code and Shift checklists. Tap Save changes.

System shows that Blade is healthy: the last good backup, the monthly restore drill, and whether email is going out. Blade backs up every night; Run backup now makes one on the spot. Anything red needs fixing.

Under What we need from you, tap Answer, write Your answer and tap Send answer. CPM sees it straight away.

Under Deliverables, one marked Ready for your sign-off has an Accept button. Accepting tells CPM it’s signed off.

Not happy with it yet? Don’t accept: send CPM a message instead.

In Messages with CPM, write your question or note and tap Send. Your contact answers in the portal, and the bell tells you when something is new.

Under Files shared with you, tap Open (or Save) next to a file. CPM is told the first time you open it.