Automation What is it for? Automation e-mails your support company for you when a fault or job is opened. For example, when a hood fault is opened in the kitchen, your ventilation service gets an e-mail on your venue's behalf. If the company clicks Reply , the answer comes to your e-mail address. The subtitle reads "Automatically notify your support companies about restaurant and hotel requests." The screen is shared by the restaurant and hotel modules. How do I open this screen? In the Business section of the left menu, click Automation (under Operations). When do I use it? When an outside company services your refrigeration, hood, electrics or air conditioning. When the company should know the moment a fault is opened (automatic). When a manager should check first before the company is contacted (manager approval). Before you start The venue needs an active restaurant or hotel module. Otherwise it says "Automation needs an active restaurant or hotel module in this venue." Replies from the company go to the e-mail address on your account (company details on My Profile ). If that address is not valid, replies go back to Useroam. The e-mail is always sent in Turkish. Demo accounts do not send e-mail. Page layout A blue info box at the top: "Add the companies that support you, then write rules: when a matching request is opened, Useroam emails that company on your behalf. If the company replies, the answer goes to your e-mail." Below it, three numbered cards: 1. Support companies , 2. Rules , 3. Recent sends . Step by step: set up your first automation In 1. Support companies click + Add company . Enter Company name (for example Cool Service Ltd ), E-mail (separate several addresses with commas), and if you like Contact person (optional) and Phone (optional) , then click Save . The top says "Saved." In 2. Rules click + Add rule (with no company the button is disabled and it says "Add a company first to create a rule." ). Fill in the window and click Save : For which part? If the venue has both a restaurant and a hotel, Restaurant or Hotel . With one module this question does not appear. 1. Which request? For restaurants, one of your request types; for hotels Malfunction, Room Cleaning, Extra, Room Service, Late Check-out, Early Check-in, Reservation . Any request covers them all. 2. Where? For restaurants, the list of points; Any place covers all. Hint: "If you pick a parent spot (e.g. Kitchen), its sub-spots are included." For hotels, type a room number in Room no (empty = everywhere) ; leave it empty for all rooms. If it contains this word (optional) : for example hood . Hint: "The rule runs if the word appears in the place name or the request note." 3. Which company gets the e-mail? One of your companies. 4. When should it be sent? Automatically, as soon as the request is opened or When a manager clicks "Notify company" . The rule shows in the list as a sentence, for example: Restaurant · Malfunction request (containing " hood ") is opened → Cool Service Ltd gets an e-mail , with a green Automatic or yellow Manager approval badge. When a matching request is opened, a row appears in 3. Recent sends , and a company badge shows under the request in the Requests list. For an approval rule, click Notify company on the row (the same button is on the Requests list); the top says "E-mail sent to the company." Companies and rules list A company row shows the name, e-mail addresses and contact person; the pencil edits and the bin deletes it ( "Delete this company? Rules linked to it are also turned off." ). A rule row shows the part badge ( Restaurant / Hotel ), the rule sentence and the run badge; on the right an on/off switch (stops the rule without deleting it), a pencil (edit) and a bin ( "Delete this rule?" ). The note under the card: "The name and phone of the person who opened the request are shared with the selected company to resolve the fault." If several rules match a request, they all run. The e-mail the company receives Subject: [Venue name] Request type, place . The body (in Turkish) contains: venue name and company title, address (if any), subject ( Konu ), place ( Yer ), description ( Açıklama ), who opened it ( Kaydı açan : the staff name and phone; if opened by a guest or from the panel, the source: guest QR/portal, business management panel, daily task out-of-range reading, staff app), time ( Zaman ) and, if any, a link to view the photo. A company gets at most 20 e-mails per hour. Recent sends Each row shows the time, the part and request number (for example Restaurant #208 ), the company and a status badge: Badge Meaning and what to do Green Sent The e-mail was queued and goes out within a few minutes. Yellow Awaiting approval An approval rule. Click Notify company on the row. Red Not sent A short reason follows (shown in Turkish): gecerli e-posta yok (no valid e-mail; fix the company address), saatlik sinir (hourly limit: 20 e-mails went to the same company within an hour), demo hesap: gonderim kapali (demo account: sending off). Grey Cancelled The notice was cancelled. With nothing sent yet it says "Nothing sent yet." Every field and button Field / Button What it does Example + Add company Opens the company window. - Company name Required. Shown in rules and the e-mail. e.g. Happy Ventilation E-mail Required; several addresses with commas. servis@firma.com Contact person (optional) The e-mail greets this person. Ali Kara Phone (optional) A note for you. 0212 555 00 00 + Add rule Opens the rule window. - Rule window fields For which part? , 1. Which request? , 2. Where? , If it contains this word (optional) , 3. Which company gets the e-mail? , 4. When should it be sent? Malfunction, Kitchen, hood Switch (rule row) Turns the rule on or off. On Pencil / bin Edit / delete. - Notify company Sends a notice awaiting approval. - Messages you may see Message Meaning and what to do Saved. / Deleted. Done. Company name and a valid e-mail address are required. Check the name and e-mail (every comma-separated address must be valid). Please select a company. Choose a company in the rule; if it was deleted, add it again. E-mail sent to the company. The approved notice was sent. E-mail could not be sent. See the reason under Recent sends. No company yet. For example, add your hood, refrigeration or electrical service. Add your first company. No rules yet. Start with "Add rule". Add your first rule. Frequently asked questions I set up a rule but no e-mail went out. Rules apply only to requests opened after you set them up. Request type, place and word must all match. Check 3. Recent sends for a row; if it says Awaiting approval , click Notify company . Does a guest calling a waiter from the QR menu reach the company? No. Waiter calls and bill requests are calls on the Operations Screen, not requests. Automation works on requests (from the panel, the staff app, point status changes, out-of-range readings and hotel guest portal requests). What happens if the company replies? The reply comes to the e-mail address on your account. Related pages Requests · Request Types · Operations Useroam Go: Manager Tools