Restaurant Solution
Setup wizard, requests, operations (tasks and points), automation and the QR menu
- Venue Setup Wizard
- Setting up your restaurant on day one
- Requests
- Request Types
- SLA
- Settings
- Operations
- Daily Tasks
- Points
- Report
- Automation
- Setting up the QR menu from start to finish
- Online Menu
- Menu Editor
- Menu Studio
- Operations Screen (Calls and Orders)
- Menu Report
Venue Setup Wizard
What is it for?
The Venue Setup Wizard gets your venue ready on a single page, in numbered steps, the first time you turn on the restaurant or hotel module: profile, departments, request types (rooms for hotels), staff, delay rules and daily tasks. Every step has its form inside the wizard, so you fill everything in without leaving the page. The page title is Venue Setup Wizard, with your venue name underneath.
The same wizard has two modes: restaurant mode and hotel mode. Both are covered on this page.
When do I use it?
- When you turn on the restaurant or hotel module for the first time (the wizard opens by itself).
- After deleting a department, a request type or your last manager, to see what is now missing.
- To add a new staff member quickly, or to confirm the setup works with a test request.
Before you start
- The forms are shown only to the account administrator (an admin user) or to a staff member with the manager role at this venue. Other users can see the page but get this warning at the top: "You can view this page, but changes require an account administrator or a venue manager."
- Select the right device (venue) at the top of the panel. The wizard sets up the venue of the selected device.
- The wizard stores no progress flag: every time it opens, it recalculates each step from your data. You can open it again as often as you like.
Three ways to open the wizard
- Automatically: when you first create the restaurant, or open Restaurant Management for a restaurant with no requests and no task records yet, the panel sends you to the wizard once. For hotels, Request Management does the same once while there are no requests. It does not force it again in the same session.
- On Restaurant Management, click Setup wizard to the right of the tabs. (Hotel Request Management has a button with the same name.)
- Go to Settings → Module Permissions, and in the Business Modules card click Setup wizard on the Restaurant Portal or Hotel Portal row. If the module has never been set up, the row says Not set up · Set up; Set up takes you to the Restaurant Management create screen, and after you enter the business name and click Create the wizard opens.
Page layout
- Top band: title and venue name. If the venue has both a restaurant and a hotel, Restaurant Portal and Hotel Portal buttons appear; the blue one is the current mode. With only one module the wizard opens in that mode; with both it opens in restaurant mode.
- Progress bar with a line such as "2 of 4 required steps completed." Only required steps count.
- Step cards: a numbered badge (a green tick when done), the step name, a description and the current state (for example "7 active departments"). The next missing step has a green frame. Optional steps show an optional tag next to the name.
- Each card has a button on the right: All settings on steps with a form (opens the full screen for that topic); on steps without a form, the step's own button while it is missing (for example Edit tasks) or Edit when it is done.
- Below the steps: the QR menu card (restaurant) or Guest portal card (hotel), the Verify the setup card, and a final card that takes you back to the panel.
Step by step: restaurant mode
The step numbers below match the screen. Steps 1-4 are required; 5 and 6 are optional.
- Restaurant profile. If there is no profile yet, the card shows a box: type the business name (for example
Sea Cafe) and click Create. Creating it also sets up 4 ready request types (Call waiter, Request bill, Cleaning, Fault), ready points and ready daily tasks. If the profile exists, the card shows its name; click Edit to change it and other settings (opens Restaurant Management). - Departments. Requests and staff are routed by department. The fastest way is Add restaurant departments: it creates Cleaning, Technical, Waiter and Kitchen at once and leaves existing ones untouched. To add your own, type it in Department name (for example
Bar) and click Add. Existing departments appear as small tags on the card. - Request types. Each request type has a department box next to it; a new request goes to that department's staff. Pick the right department on each row and click Save. For a new type, type the name in e.g. Take order, choose a department and click Add. If some types have no department, the card says "2 of them have no department: those requests cannot be routed".
- Staff. At least one manager is required. Enter Name, optional Last Name and mobile number (for example
5321234567), pick the role (Manager (manages staff + assignments) or Staff (handles requests/orders)), tick one or more Department(s), and click Add. The password is generated automatically and sent to the person (SMS when the panel is in Turkish, WhatsApp when in English). Staff sign in to the app with this number. The card shows a count such as "3 staff · 1 managers". - Delay rules (SLA) (optional). If a request is not picked up or not completed in time, the manager is notified. Choose the department (All departments covers all), the stage (Not picked up / Not completed), type the Time (min) (default 15), tick Also send SMS if you want, and click Add. Without rules no notifications are created.
- Daily tasks (optional). Recurring work such as temperature checks, restroom rounds and closing checklists. Ready tasks are installed when the restaurant is created, so this card has no form; it shows the number of active tasks. To change tasks click Edit (or Edit tasks if none exist); the Daily Tasks tab of Operations opens.
- QR menu card. In a restaurant the page guests use is the QR menu. If you have a menu, its address (
https://menu.useroam.com/...) and an Edit menu button appear; if the menu is closed you see "The menu is currently closed: guests cannot see it." Without a menu there is a Create digital menu button; a menu is optional. Details: Setting up the QR menu from start to finish. - Verify the setup. Click Create test request. The panel writes a sample request you can see under Restaurant Management → Requests with the Closed filter, and in the mobile app. The test record is created as closed: delay rules only scan open requests, so no SMS or notification is triggered. While a test record exists, a Delete test record (1) button appears; click it after testing. If the restaurant has no request types, the test button is disabled.
- When all required steps are done, the bottom card says "All required steps are complete. Your venue is ready to use." Click Go to restaurant panel.
Step by step: hotel mode
If the venue has a hotel, click Hotel Portal in the top band (or open the address /venue-kurulum?m=otel). Under the title you see Hotel module setup or the hotel name. Steps 1-4 are required; 5 and 6 are optional.
- Hotel profile. If there is none, type the business name and click Create; the hotel name and guest portal code are created here. If it exists, Edit opens the guest portal settings.
- Departments. Click Add hotel departments: Housekeeping, Technical, Restaurant and Front Desk are created at once and existing ones are left untouched. Automatic assignment only recognises these built-in departments. Your own departments get a yellow triangle, and the card says "3 of them are not connected to automatic assignment" plus "Marked departments are not recognised by hotel auto-assignment; those requests reach nobody. Install the hotel set, your own departments stay on the list." What to do: click Add hotel departments; your own departments are not deleted.
- Rooms. A guest request is tied to a room. For numbered rooms type the first and last number in Room range (for example
101and120creates 20 rooms; max 300 at once) and click Create rooms. For names with letters (A101,Suite-3,Lobby) type one name per line in the large box below, or paste the room column from Excel (max 500 at once), and click Add list. - Staff. Same form as step 4 in restaurant mode. At least one manager is required.
- Assignment rules (optional). Choose which request type goes to which department: the type on the left (Room Cleaning, Extra, Malfunction, Room Service, Late Check-out, Early Check-in), the department on the right (Housekeeping, Technical, Restaurant, Front Desk), then Add. Without a rule the request waits in the pool.
- Delay rules (SLA) (optional). In hotels a rule is set per request type, not per department: All request types, Room Cleaning, Malfunction or Room Service. Stage, Time (min) (default 30) and Also send SMS work as in restaurants.
- Guest portal card. Guests open this address from the QR code in the room and create requests (
https://menu.useroam.com/o/...). If the hotel module is off, it says "The hotel module is currently off: guests cannot see this page." Print QR codes opens the Guest Portal settings and Edit appearance opens the hotel Studio. Below, the number of request types guests can choose is shown. - Verify the setup and the final card work as in restaurant mode; here the test record goes to a room called TEST, in closed state. When done click Go to hotel panel.
Every field and button
| Field / Button | What it does | Example |
|---|---|---|
| Restaurant Portal / Hotel Portal | Switches wizard mode when the venue has both modules. | - |
| Business name + Create | Creates the profile in step 1 (only while there is none). | Sea Cafe |
| Department name + Add | Adds one department. | Bar |
| Add restaurant departments | Creates Cleaning, Technical, Waiter, Kitchen. | - |
| Add hotel departments | Creates Housekeeping, Technical, Restaurant, Front Desk. | - |
| Request type row: department box + Save | Changes the type's department. With No department the request reaches nobody. | Waiter |
| e.g. Take order + department + Add | Adds a new request type. | Refill water |
Name, Last Name, phone (5xxxxxxxxx) | New staff details. The phone number is the app sign-in name. | Zeynep, Demir, 5321234567 |
| Role box | Manager (manages staff + assignments) or Staff (handles requests/orders). | Staff |
| Department(s): boxes | The departments the person works in; they decide which jobs the person sees in the app. | Waiter |
| SLA: department / type, stage, Time (min), Also send SMS, Add | Adds a delay rule. Not picked up: nobody takes the job; Not completed: the job is not finished. | All departments, Not picked up, 15 |
| Room range + Create rooms | Creates numbered rooms in bulk (max 300). | 101 - 120 |
| Room list box + Add list | Adds room names with letters line by line (max 500). | A101 |
| Assignment rule: type → department + Add | Sets the department for a hotel request type. | Malfunction → Technical |
| All settings / Edit / Edit tasks | Opens the full screen for the step. | - |
| Edit menu / Create digital menu | Opens the QR menu editor or the Online Menu list. | - |
| Print QR codes / Edit appearance | Hotel: opens Guest Portal settings / hotel Studio. | - |
| Create test request | Writes a closed sample request; triggers no notification. | - |
| Delete test record (1) | Deletes the wizard's test records (other requests are untouched). | - |
| Go to restaurant panel / Go to hotel panel | Opens the module's main screen. | - |
Messages you may see
| Message | Meaning and what to do |
|---|---|
| 3 of 4 required steps completed. | Finish the step with the green frame. |
| Test request created. You can see it under Requests in the panel and in the mobile app. | The test worked. Use the Closed filter on Requests. |
| 1 test record(s) deleted. | Test records were removed. |
| ... of them have no department: those requests cannot be routed | In step 3 choose a department for those types and click Save. |
| ... of them are not connected to automatic assignment (hotel) | Click Add hotel departments. |
| The menu is currently closed: guests cannot see it. | In the menu editor, turn on Menu Settings → Menu published. |
| The hotel module is currently off: guests cannot see this page. | Turn on Hotel Portal in Settings → Module Permissions. |
| You can view this page, but changes require an account administrator or a venue manager. | Ask your account administrator for access, or let them fill in the forms. |
| 12 records already created in this venue. | For information: the number of requests and task records in the venue (test records excluded). |
| An error from a form (for example "Request type name cannot be empty.") | Shown in a red box at the top. Fill in the missing field and try again. |
Other on-screen texts
The hints, counters, waiting and status texts below appear on screen as written (numbers and names are examples; "..." is replaced with your data).
- Your hotel name and guest portal code are created here.
- Requests are distributed to these departments. Use the hotel set: automatic assignment works with these built-in departments.
- Add department
- ... rooms / points
- ... staff · ... managers
- ... active rules
- Add rule
- Your venue name and guest portal code are created here.
- What a guest can request from the portal (Call waiter, Ask for bill, Cleaning, Fault).
- ... active types
- Add type
- Restaurant module setup
- ... of ... required steps completed.
- Creates Housekeeping, Technical, Restaurant and Front Desk departments at once; existing ones are left untouched.
- Example: 101 to 120 creates 20 rooms (max 300 at once).
- A101, A102, Suite-3, Lobby... (one per line)
- Names with letters go here. You can copy and paste the room column from Excel (max 500 at once).
- Each request type is linked to a department; new requests go to that department's staff.
- Your guests open this page from the QR code in the room and create requests.
- ... request types are defined for guests. You can edit request types and hotel info from the QR page.
- Your guests reach your menu at this address. The QR code on the tables points here.
- If you want a digital menu with a QR code, you can create one here. It is optional.
- Creates a sample request so you can confirm it appears in the panel and the mobile app.
- You can reopen this page at any time; the status is recalculated from your data every time.
Frequently asked questions
I finished the wizard. Will opening it again reset anything?
No. The wizard never resets anything; it only looks at your data and shows what is missing. If you later delete something, that step shows as missing again.
I added a staff member but no password arrived.
Make sure you typed the number as 10 digits without the leading 0 (for example 5321234567). The password goes by SMS if your panel is in Turkish and by WhatsApp if in English. To give a new password, edit the person on the Staff screen.
Why is the test request not among waiting requests?
It is created closed on purpose so nobody gets notified. It shows under the Closed or All filter.
Where is the guest request page for my restaurant?
For restaurants the guest surface is the QR menu: the table QR opens the menu, and from there guests can call a waiter, request the bill and (if enabled) order. That is why the wizard shows the QR menu at the end.
I have a hotel and a restaurant. Do I run the wizard twice?
Yes, each mode has its own steps; switch with the buttons at the top. Departments and staff are shared by both modes, so add them once.
Related pages
- Setting up your restaurant on day one (step-by-step task)
- Requests · Request Types · SLA
- Operations (daily tasks and points)
- Staff · Module Permissions
- Hotel: Guest Portal
- Useroam Go staff app
Setting up your restaurant on day one
What is it for?
This page walks someone who has never used the restaurant module through everything to do on day one, in order: the setup wizard, request types, points, daily tasks, staff, printing table QR codes and testing that everything works. Follow the steps in order; each one says what you should see at the end. It takes about 30-45 minutes in total.
When do I use it?
- When you turn on the restaurant module for the first time.
- When setting up a new branch (a new device).
- To show a new manager taking over the setup what to do.
Before you start
- Sign in to the panel as the account administrator and select the restaurant's device at the top.
- Have these ready: your department list (for example Waiter, Kitchen, Cleaning, Technical), staff names and mobile numbers, your table count or table names, and e-mails of outside service companies (optional).
- If your menu items are ready as Excel or PDF, the QR menu step is much shorter.
Step by step
- Open the wizard and create the restaurant. In the left menu click Restaurant → Requests; with no restaurant yet you see "Start the restaurant module". Type the business name and click Create. The panel takes you to the Venue Setup Wizard. What you should see: a green tick and your venue name on step 1.
- Set up departments. In wizard step 2 click Add restaurant departments (Cleaning, Technical, Waiter, Kitchen). If you need another (for example
Bar), type it in Department name and click Add. What you should see: department tags on the card. - Link request types to departments. In step 3 pick the department next to each type and click Save: Call waiter and Request bill → Waiter, Cleaning → Cleaning, Fault → Technical. Add new types for your own jobs. Details: Request Types. What you should see: no "... have no department" warning on the card.
- Review points. Ready points (restrooms, kitchen, storage and so on) were installed with the restaurant. Open Operations → Points in the left menu. Use + Add point for missing places (for example
Terrace) and open unused ones to Delete them. Set an owner for each point: click the point, choose a department in Which department looks after it? and click Save. Staff do not see a point with no owner in the app. Details: Operations. - Adjust daily tasks. Review the ready tasks in Operations → Daily Tasks. Change times and owners with Edit, delete the ones you do not need, and add missing ones with + Add task (for example
Restroom check, 09-13-17, Cleaning, photo required). For measurements such as fridge temperature, enter the unit and limits under Other settings. - Add staff. In wizard step 4 (or on the Staff screen) enter each person's name, last name, mobile number, role and department and click Add. At least one person must be a Manager. The password goes to the person automatically by SMS or WhatsApp. What you should see: "... staff · 1 managers" on the card.
- Staff install the app. Share the App Store, Google Play or Download page link from the Staff app card on the Staff screen. Staff sign in with their phone number and the password they received. Details: What is Useroam Go?
- (Optional) Add a delay rule. In wizard step 5 choose for example Waiter, Not picked up,
5minutes and click Add. Details: SLA. You can also set up an Automation rule for outside service companies. - Prepare the QR menu and print table QR codes. From the wizard's QR menu card, use Create digital menu (or Edit menu) to build your menu; details: Setting up the QR menu from start to finish. In the menu editor click Table QR, enter the number of tables (or type table names separated by commas), then click Create and Print. Stick each QR on its table: guests use it to call a waiter, ask for the bill and, if enabled, order.
- Test. On the wizard's Verify the setup card click Create test request; check it appears in the panel (Requests → Closed) and in a manager's app, then click Delete test record. Then scan a table QR with your phone and tap Call Waiter; the call should appear on the Operations Screen and on the waiters' phones. Close the call with Done.
Day-one checklist
| Check | Where to look |
|---|---|
| The wizard says "All required steps are complete." | Venue Setup Wizard |
| Every request type has a department. | Restaurant → Request Types |
| Every point has an owner department. | Operations → Points (person icon in the box) |
| Daily task times and owners are right. | Operations → Daily Tasks |
| All staff could sign in to the app. | Staff screen, staff phones |
| Table QRs are printed and stuck; one was scanned as a test. | Menu editor → Table QR, Operations Screen |
| The test record was deleted. | Wizard → Verify the setup |
Frequently asked questions
Do I have to do all of this in one day?
No. The wizard works out where you left off from your data; open it and continue whenever you like.
Can I use the restaurant module without a menu?
Yes. Requests, points, tasks and the staff app work without a menu. The QR menu is only needed for guests to call a waiter, ask for the bill and order.
Staff phones get no notifications.
Staff must allow notifications in the app and be in the request's department. Details: Useroam Go: Warnings and Error Messages.
Related pages
- Venue Setup Wizard
- Requests · Operations · Automation
- Setting up the QR menu from start to finish
- Role Guide: Restaurant Manager · Role Guide: Restaurant Staff
Requests
What is it for?
Requests is the list where every job in your restaurant flows in (waiter calls, cleaning, faults, jobs staff open in the app). You see who has which job, hand a job to someone else, change its status, and send a reminder to the phone of whoever is running late (Nudge). The header shows Restaurant Management with your venue name, and the subtitle "Requests, points and department-based request types".
How do I open this screen? In the Business section of the left menu, go to Restaurant → Requests. If you open the restaurant for the first time, the panel first takes you to the Venue Setup Wizard.
When do I use it?
- To see waiting jobs and who has them during the day.
- To give a job to another staff member or fix its status by hand.
- To remind the person responsible with a notification.
- To enter a request that came by phone or in person.
Before you start
- Your request types should be linked to a department (Request Types). A request with no department still goes to the least busy staff member, but not to the right team.
- Staff who take jobs must be added on the Staff screen with a department. They see jobs in the Useroam Go app.
Top of the screen: status summary
The top card tells you the restaurant's current state in one sentence, with numbers beside it. It shows a single verdict, in this order of priority:
| Verdict | When it appears | What to do |
|---|---|---|
| Out-of-range measurement, check now (red) | A measurement task went outside its limits today. | Check the red time on Operations → Daily Tasks. |
| A point is out of order, prioritise it (red) | At least one point is Out of order. | Open the red box on Operations → Points. |
| There are overdue tasks (orange) | A task's time has passed and it is not done. | Remind the person responsible. |
| A waiting request is overdue (orange) | A waiting request is older than 30 minutes. | Give it to someone in the list or click Nudge. |
| Open work (orange) | A dirty point or a waiting request exists. | Normal working state. |
| All good (green) | No open work. | - |
The numbers on the right: Points (total), Dirty, Out of order, Waiting, In progress, Oldest waiting (minutes) and Daily tasks (done today / total time slots, percent).
Tabs
- Requests: this page.
- Operations: daily tasks, points and the report are on a separate screen; this tab takes you there (Operations).
- Settings: sub-tabs Request Types, SLA and General.
- Setup wizard on the right opens the wizard.
Request list
By default the list shows only open requests. Use the buttons at the top to change the filter: Open (waiting and in progress), Closed (completed and cancelled), All. The newest 200 requests are listed.
| Column | What it shows |
|---|---|
| Date | Day and time the request was opened. |
| Job | The request type. Below it: the description, an Opened by: line when a staff member opened it in the app, and photos: a red-framed thumbnail is Malfunction (before), a green-framed one Resolved (after). Requests that match an automation rule get a supplier badge (see below). |
| Where | Table or point name (for example Table 5, Bar). A dash if there is no place. |
| Assigned to | The person who took or was given the job, with the department below. If nobody, a red Unassigned. |
| Status | Waiting (orange), In progress (blue), Completed (green), Cancelled (grey). |
| Last column | Assign to? box, status box, Save, and Nudge on open jobs. |
Step by step: give a job to someone else
- On the request's row, pick the person in Assign to?. If needed, change the status in the box next to it (for example In progress or Completed), then click Save. The new person gets a new-job notification on their phone; if someone had already taken the job, they are told it moved to someone else. Setting Completed or Cancelled closes the request and moves it to the Closed filter.
Note: Assign to? lists the active staff of this venue. The names in the picture are examples.
Step by step: nudge the person responsible
- On an open request (waiting or in progress) that is assigned to someone, click the yellow Nudge button. The person gets a reminder notification and the top of the page says "Reminder notification sent."
- You can nudge the same request once every 5 minutes. Too early and you see "A reminder was already sent for this request in the last 5 minutes. Please try again shortly."
- Nudge does not appear if nobody has the request. If you see "This request is not assigned to anyone. First pick a person in the row and save.", choose someone in Assign to? first.
Automation badge (notice to a support company)
If you set up a rule on the Automation screen, a matching request shows a line with the company name in the Job column:
- Green "Company · Sent 25.09 22:14": the e-mail to the company was queued.
- Blue Company: Notify company button: the rule runs with approval. Click it to notify the company; you come back to the same page and the line turns green.
- Red "Company · Not sent": the e-mail could not be prepared. See the reason in the Recent sends table on the Automation screen.
Step by step: open a new request from the panel
- Click New request at the top right.
- In the window, in order: choose the request type in 1. What happened?. Choose the point in 2. Where? (or No specific place). Type a short note in 3. Description (optional) (for example
Glass broken near table). In 4. Who should do it? pick someone or leave Automatic: least busy person now. - If the place is not listed, choose + Add a new point at the bottom of 2. Where? and type the name in the box that appears (for example
Terrace). The point is saved and shows in lists from then on. - Click Open request. The top says "Request created." If you picked nobody, the job goes to the staff member in that department with the least work right now, with a phone notification; if the department has nobody, it goes to the least busy person among all staff. If you have an automation rule, the notice to the support company also runs now.
Every field and button
| Field / Button | What it does | Example |
|---|---|---|
| Open / Closed / All | Filters the list. | Open |
| New request | Opens the new request window. | - |
| Assign to? | Who gets the job. If different from the current owner, the job is handed over. | Ayşe Yılmaz |
| Status box | Waiting / In progress / Completed / Cancelled. | In progress |
| Save | Saves the row's person and status. | - |
| Nudge | Sends a reminder to the person responsible (once every 5 minutes). | - |
| Notify company | Sends the e-mail for a rule that needs approval. | - |
| Photo thumbnail | Opens the photo in a new tab. | - |
| Window: 1. What happened? | Request type (required). | Cleaning |
| Window: 2. Where? | Point; sub-points are indented. + Add a new point asks for a name (E.g. Terrace). | Bar |
| Window: 3. Description (optional) | Note, up to 300 characters. | E.g. stove does not light |
| Window: 4. Who should do it? | A person or Automatic: least busy person now, with the hint "If you pick nobody, the job goes to the staff member with the fewest open jobs and they get a phone notification." | Automatic |
| Open request | Creates the request. | - |
Messages you may see
| Message | Meaning and what to do |
|---|---|
| Saved. | The row change was saved. |
| Request created. | The new request was created and assigned. |
| Reminder notification sent. | Nudge worked. |
| A reminder was already sent for this request in the last 5 minutes... | Try again in a few minutes. |
| This request is not assigned to anyone... | First pick a person in Assign to? and click Save. |
| Invalid request type. | The type was deleted. Refresh and choose again. |
| No requests yet. | No requests in the selected filter. Try All. |
| Company · Not sent | The automation e-mail could not be prepared; see Automation → Recent sends. |
Other on-screen texts
The hints, counters, waiting and status texts below appear on screen as written (numbers and names are examples; "..." is replaced with your data).
- Restaurant created.
- Start the restaurant module
- Enter the business name; request types come ready, linked to your departments.
- Sends a reminder notification to the phone of the person responsible for this job.
- A notification is created when a request is not picked up or completed within the set time. The check runs every 5 minutes.
Frequently asked questions
Where do guest requests come from?
In a restaurant guests use Call waiter and Request the bill in the QR menu; these land on the Operations Screen (Calls and Orders). This list gets jobs staff open in the app, jobs you open in the panel, point status changes (for example setting a point to Out of order) and requests opened automatically when a measurement goes out of range.
Why did the Unassigned requests go to nobody?
If the venue had no active staff when the request was opened, it stays in the pool. Pick someone in Assign to? and save.
Staff closed the request in the app but it still looks open here.
Refresh the page; the list does not refresh by itself.
Can I reopen a closed request?
Yes. Under Closed, set the status to Waiting or In progress and click Save.
Can staff open requests?
Managers always can. For other staff to open requests in the app, turn on the setting on the Staff screen. Details: Useroam Go: Requests.
Related pages
Request Types
What is it for?
Request Types is where you set the job headings that can be opened in your restaurant (for example Call waiter, Cleaning, Fault) and which department each heading goes to. Routing is set up here: request type → department → that department's staff.
How do I open this screen? In the left menu go to Restaurant → Request Types. Or on Restaurant Management click the Settings tab, then the Request Types sub-tab.
When do I use it?
- When you first set up the restaurant, to link the 4 ready types (Call waiter, Request bill, Cleaning, Fault) to departments.
- To add a new job heading (for example
Refill water,High chair). - To send a job to a different team.
- To take a type you no longer use off the list (make it inactive).
Before you start
- Departments are defined on the Staff screen or in the setup wizard. With no departments the screen shows "You have not defined any departments yet." and an Add them on the Staff page link.
Step by step: add a new request type
- In the Add request type card, type the name in e.g. Take order (for example
Refill water), choose the department next to it (for exampleWaiter) and click Add. The top says "Request type added." and the type is added at the end of the list.
Step by step: change the department or turn a type off
- On the type's row, choose the new department in the Department box. To stop using the type, switch off the Status toggle. Then click Save on the same row. The top says "Saved."
An inactive type cannot be chosen for new requests; past requests and reports are unaffected. There is no delete button for types on this screen; switch off the ones you do not use.
Every field and button
| Field / Button | What it does | Example |
|---|---|---|
| Add request type card, e.g. Take order box | Name of the new type (up to 120 characters). | Refill water |
| Department box | Where the type goes. With No department the request goes to the least busy person among all staff. | Waiter |
| Add | Adds the type. | - |
| List: Request type | The type's name (it cannot be renamed; add a new type and switch the old one off). | Call waiter |
| List: Department | The type's department. | Waiter |
| List: Status toggle | On: usable. Off: hidden from new requests. | On |
| Save | Saves the row. | - |
The note under the card: "Each request type is linked to a department; new requests go to that department's staff."
Messages you may see
| Message | Meaning and what to do |
|---|---|
| Request type added. | The new type is on the list. |
| Saved. | The row change was saved. |
| Request type name cannot be empty. | Fill in the name. |
| No request types yet. | Add your first type, or use step 3 of the wizard. |
| You have not defined any departments yet. | Create departments with the Add them on the Staff page link. |
Frequently asked questions
Where do guests see request types?
They appear when staff open a request in the app and in 1. What happened? in the panel's New request window. Automation rules also use them. The Call waiter and Request the bill buttons in the QR menu are separate from this list; they arrive as calls on the Operations Screen.
Why can't I rename a type?
The name stays fixed so past requests and reports keep it. Add a type with the new name and switch the old one off with Status.
Can several types go to the same department?
Yes. For example Call waiter, Request bill and Refill water can all go to Waiter.
Related pages
SLA
What is it for?
SLA (delay rules) is where you set how quickly a request must be picked up or finished. When the time runs out and the request is still not picked up or not finished, the system writes a notification and sends an app notification to managers' phones; SMS too if you want. Forgotten jobs surface by themselves.
How do I open this screen? On Restaurant Management, click the Settings tab, then the SLA sub-tab. Step 5 of the setup wizard adds the same rule.
When do I use it?
- When waiter calls should be taken within, say, 5 minutes.
- To notice faults that are not fixed within a set time.
- So managers see waiting jobs straight away at busy times.
Before you start
- Notifications go to managers: at least one person on the Staff screen must have the Manager role.
- Without rules no notifications are created. The check runs every 5 minutes, so a notification can arrive a few minutes late.
Step by step: add a rule
- Fill in the form and click Add. The top says "Saved." and the rule appears in the list.
- Department: where the rule applies. All departments covers everything, including requests with no department.
- Stage: Not picked up (the request is still Waiting when time runs out) or Not completed (still open, waiting or in progress).
- Time (min): minutes (for example
10; 1 to 1440, empty means 15). Time counts from when the request was opened. - Also send SMS with the note "(to managers, off by default)": sends an SMS to managers too, using your SMS credits.
Rule list
Without rules the card says "No SLA rules yet." Once you add a rule a table appears:
| Column / Button | What it shows / does |
|---|---|
| Department | The rule's department or All departments. |
| Stage | Not picked up / Not completed. |
| Time (min) | A badge such as 10 min. |
| SMS | Green phone icon: SMS goes too. Dash: app notification only. |
| Status | Green Active or grey Off. An inactive rule looks faded. |
| Enable / disable button | Stops the rule without deleting it, or turns it back on. |
| Delete button (bin) | Deletes the rule after the "Delete this?" confirmation. |
Notifications
The Notifications card at the bottom lists the alerts the rules created (newest 100). Unread ones have a red stripe and bold text; each row shows the alert text, the time and Request status: (the request's current status). With unread items, a Mark all as read button appears at the top right. With none, it says "No notifications."
A request is notified only once per rule. Managers receive the same alert as a notification in the Useroam Go app. Managers whose email address is filled in and whose Email notifications switch is on in the Staff screen also get the alert by email titled Job is overdue; this does not depend on the Also send SMS box and is free (Staff).
Every field and button
| Field / Button | What it does | Example |
|---|---|---|
| Department | Where the rule applies. | Kitchen |
| Stage | Not picked up / Not completed. | Not picked up |
| Time (min) | Waiting limit in minutes. | 10 |
| Also send SMS | Also sends an SMS to managers. | Off |
| Add | Saves the rule. | - |
| Mark all as read | Marks all notifications as read. | - |
Frequently asked questions
I added a rule but no notifications arrive.
Rules only look at open requests and run every 5 minutes. The request's department must match the rule (or the rule must be All departments). If the venue has no active manager, there is nobody to receive the app notification or SMS; the alert still shows in this list.
Does the wizard's test request create a notification?
No. The test request is created closed, so rules ignore it.
Will I get repeated SMS for the same request?
No. Each request is notified once per rule.
Related pages
Settings
What is it for?
The General settings set the restaurant module's name, whether it is on or off, and where staff can use the app from.
How do I open this screen? In the left menu go to Restaurant → Settings, then the General sub-tab. Or Restaurant Management → Settings → General.
When do I use it?
- To change the business name.
- To turn the restaurant module off for a while.
- To let staff use the app only on the venue's Wi-Fi.
Step by step
- Change the field you need (for example type
Sea Cafe Kadikoyin Business name, or flip a switch) and click Save. The top says "Saved."
Every field and button
| Field / Button | What it does | Example |
|---|---|---|
| Business name | Shown in the Restaurant Management title, in the staff app and in automation e-mails. Cannot be empty. | Useroam Bistro |
| Colour | Colour picker. The value is saved but not used by the current panel or guest screens. | #0F244D |
| Phone | The venue's phone. Shown only on the old restaurant guest request page (menu.useroam.com/rs/...) as a call button. | 0212 555 00 00 |
| The value is saved but currently not used on any screen. | - | |
| Module active | Turning it off makes the restaurant module inactive (it is the same switch as Restaurant Portal in Settings → Module Permissions). The restaurant tabs disappear from the staff app. | On |
| Auto-assign requests to staff | Legacy setting with no effect now: requests are always assigned to the least busy person in the department, whatever this switch says. | - |
| Staff app only from the business network | When on, staff who are not managers can use Useroam Go only while connected to the venue network. Off by default. | Off |
| Save | Saves the form. | - |
Messages you may see
| Message | Meaning and what to do |
|---|---|
| Saved. | The settings were saved. |
| Business name cannot be empty. | Fill in the name and save again. |
Frequently asked questions
I turned the module off. Is my data deleted?
No. Requests, points, tasks and settings stay; they come back as they were when you turn the switch on again.
Staff cannot use the app when they are outside.
Staff app only from the business network is on. Staff must be on the venue's Wi-Fi, or you turn the switch off. Managers are exempt.
Where do I find the guest request page address for the restaurant?
The panel no longer shows a separate guest request page for restaurants; the guest surface is the QR menu. Details: Setting up the QR menu from start to finish.
Related pages
Operations
What is it for?
Operations is where you run the daily routine of your venue from one place: which job is done at what time (Daily Tasks), the places where work happens (Points), and a record of everything that was and was not done (Report). The subtitle reads "Daily tasks, points and reports (shared by restaurant and hotel)". If your venue has both a restaurant and a hotel, their tasks and points appear in one list.
How do I open this screen? In the Business section of the left menu, click Operations. Under it are the Daily Tasks, Points and Report links. The Operations tab on Restaurant Management and the Board link in the Restaurant menu also come here.
When do I use it?
- To define jobs that repeat every day: opening, closing, temperature checks, restroom rounds.
- To see at a glance whether tables, restrooms, kitchen, pool and other places are clean, dirty or out of order.
- To set who looks after a point (a department or a person).
- To report which tasks were not done last week or how long each request took.
Before you start
- The venue needs a restaurant profile or an active hotel module. Otherwise the screen says "Operations needs a restaurant or an active hotel module at this venue."; start with the setup wizard.
- Staff do the tasks and update points in the Useroam Go app. The panel has no button to mark a task done; it plans and tracks.
- Staff without a department cannot see department tasks and points in the app. In venues with a hotel the page then shows "2 staff members without a department cannot see department tasks and points in the app." with an Assign departments to staff link.
1. Daily Tasks
The tab starts with Today's operations board and the date; the badge next to it shows how many time slots were done today and the percentage (for example 12/53 · 23%). Tasks are grouped by type: Opening, Round, Measurement, Security, Closing.
Each row shows the task name (a camera icon if a photo is required), then its place, who does it (a person, a department or Everyone) and, for measurements, the limits (for example 0 .. 4°C). On the right there is one badge per time slot:
- Green tick: done. Hover to see who did it, when, and the reading.
- Red exclamation: reading out of range.
- Orange clock: the time passed and it was not done (overdue).
- Grey circle: not due yet. A task with no times shows During the day.
Overdue task notification: if a task with a time is still not done 30 minutes after its time (orange clock), the venue's managers get a Task overdue notification in Useroam Go; if the task is assigned to one person, that person gets it too. It is sent once per task time and never for tasks without a time. People whose email address is filled in and whose Email notifications switch is on in the Staff screen also get the same alert by email titled Job is overdue. Managers also get an email when a task is done and when a reading is out of range (Task completed, Task: out-of-range reading).
When the day changes all badges go grey again; past days stay in the Report. So that closing tasks done after midnight count for the previous day, the board moves to the new day at 06:00.
Step by step: add a task
- Click + Add task at the top right. Fill in the window in order, then click Save; the top says "Task added."
- 1. What needs to be done? The task name (required), for example
Restroom check. - 2. Where? Pick a point or leave No specific place. If it is not listed, choose + Add a new point and type a name (
E.g. Terrace). - 3. Who will do it? Everyone, a person from the People group or a department from the Departments group. The hint: "If you pick a person, only they see the task and get a phone notification. If you pick a department, everyone in it sees it."
- 4. At what times? Tap the 00-23 boxes (for example 09, 13, 17). The hint: "If no hour is selected, the task is done once a day."
- Photo required: if ticked, staff cannot finish the task without a photo.
- 1. What needs to be done? The task name (required), for example
- For a measurement task (temperature, chlorine) open Other settings (measurement, task type) at the bottom: choose the task type (Opening, Round, Measurement, Security, Closing), type the unit in Unit (e.g. °C) and the lower and upper limits in min and max (for example
0and4). If staff enter a value outside the limits, that slot turns red and a fault request is opened automatically.
Edit on a row opens the same window with the task's values (titled Edit task). The bin deletes the task after "Delete this task? Past reports are kept."; it leaves the board and its past records stay in the Report.
Ready templates
- Install ready restaurant template: shown only when there are no tasks. It is already installed when the restaurant is created. The result reads like "Template installed, tasks added: 13".
- Install hotel template: always shown when the venue has an active hotel. It asks first: "Install the hotel template? Pool, technical and lobby points and 11 daily tasks will be added; you can edit the reading ranges later." It adds pool, technical, lobby, laundry and floor corridor points and 11 tasks (pool chlorine and pH, pool water and boiler temperature, lobby and restroom rounds, fire extinguisher check, night security round and so on). The template is never installed by itself. Clicking twice adds nothing new; the message becomes "Hotel template installed: 0 new points, 0 new tasks".
With no tasks at all you see "No tasks defined yet. You can install the ready template or add your own tasks below."
2. Points
A point is a place where work happens: table, restroom, stove, pool, lobby. Points can be nested: Kitchen with Stove and Oven and Cold Room under it. A parent point shows as a navy header strip (with the number of points under it, dirty and out-of-order counts, task count and owner); child points are coloured boxes. Stand-alone points are listed at the bottom.
Colours (legend at the top):
- Green All good.
- Orange Needs work (dirty or overdue task).
- Red Urgent (out of order or failed measurement).
Each box shows the name, status (Clean, Dirty, Out of order), today's task count at that point (for example 0/2) and the owner. Tasks linked to no point are collected in the General tasks strip at the top ("Tasks not linked to a point (you can pick a point in the Tasks tab)"); clicking the strip opens Daily Tasks.
Note: the demo venue's point names in the pictures were entered in Turkish.
Step by step: change a point's status or owner
- Click the point's box (or Edit on a parent point). Change what you need in the Edit point window and click Save; the top says "Point saved."
- Current status: Clean, Dirty, Out of order. Hint: "If you choose Dirty or Faulty, a request is opened automatically and sent to the least busy staff member." When the job is closed, the point goes back to clean by itself.
- Point name, Under which point? (None (main point) or a parent). A point that has points under it cannot be moved under another; the box is then locked with an explanation.
- Which department looks after it? and Which person looks after it? (optional): the owner. Hint: "In the app, staff only see and change spots of their own department and spots given to them. If nothing is selected, staff don't see it; only managers do. Leave a sub-spot empty to use its parent's owner."
Delete on the left of the window deletes the point and its sub-points after "Delete this point? Points under it are deleted too." Tasks linked to them are not deleted; their place becomes empty.
Step by step: add a point
- Click + Add point at the top right. Type the name in Point name (for example
Terrace), choose a parent and owner if needed, and click Save. A new point has no status box; it starts as Clean.
With no points at all you see "No points defined yet." with Set up standard restaurant points (restaurant) and Install hotel template (hotel).
3. Report
The report combines requests, completed tasks and missed tasks in one table. The default range is the last 7 days; up to 63 days can be chosen.
- Choose filters and click Filter: From and To dates, Type (All, Requests, Tasks), Person, Job (request types and tasks in two groups), Point (a parent includes its children), Status. The cross button (Clear) resets filters.