# 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. ![Operations in the left menu](https://help.useroam.com/uploads/images/gallery/2026-09/op2-menu-en.png) ## 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](/books/restaurant-solution/page/venue-setup-wizard). - Staff do the tasks and update points in the [Useroam Go app](/books/useroam-go-staff-app/page/tasks). 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](/books/bumerang-guide/page/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. ![Daily Tasks board and Add task button](https://help.useroam.com/uploads/images/gallery/2026-09/op2-gorevler-en.png) ### Step by step: add a task 1. 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. ![Add task window filled in](https://help.useroam.com/uploads/images/gallery/2026-09/op2-gorev-modal-en.png) 2. 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 `0` and `4`). If staff enter a value outside the limits, that slot turns red and **a fault request is opened automatically**. ![Other settings: task type, unit, min, max](https://help.useroam.com/uploads/images/gallery/2026-09/op2-gorev-olcum-en.png) **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"*. ![Install hotel template button](https://help.useroam.com/uploads/images/gallery/2026-09/op2-otel-sablon-en.png) 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. ![Points board and Add point button](https://help.useroam.com/uploads/images/gallery/2026-09/op2-noktalar-en.png) ### Step by step: change a point's status or owner 1. 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."* ![Edit point window](https://help.useroam.com/uploads/images/gallery/2026-09/op2-nokta-modal-en.png) **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 1. 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**. ![Add point window](https://help.useroam.com/uploads/images/gallery/2026-09/op2-nokta-ekle-en.png) 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. 1. 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. ![Report filters and table](https://help.useroam.com/uploads/images/gallery/2026-09/op2-rapor-en.png) Count badges above the table: **Total** and one per status. Statuses: **Completed**, **Open**, **Not done** (a task whose time passed with no record), **Out-of-range reading**, **Cancelled**.
ColumnWhat it shows
**Time**When the request was opened or the task was done (for a missed task, its scheduled time).
**Type**Blue **Request** or grey **Task**.
**Job**Request type or task name, with photos and notes if any.
**Where**Point name.
**Who**Who did it (for a missed task, the person, department or Everyone responsible).
**Status**The statuses above.
**Duration / Reading**For requests, minutes from open to close (for example *12 min*); for measurements, the value entered (for example *3.5°C*).
**Search this list** above the table searches the results, with the record count below. With no results you see *"No records match these filters."* For venues with a hotel, only hotel requests tied to a point (not a room) appear in the report. ## Every field and button
Field / ButtonWhat it doesExample
**Daily Tasks** / **Points** / **Report**Tabs.-
**+ Add task**Opens the task window.-
**Edit** / binEdits / deletes a task.-
**Install ready restaurant template**Installs ready restaurant tasks (when there are none).-
**Install hotel template**Adds hotel points and 11 tasks.-
Task window fields**1. What needs to be done?**, **2. Where?**, **3. Who will do it?**, **4. At what times?**, **Photo required**, **Other settings (measurement, task type)**.`Fridge temperature`, 09 and 15, °C, 0-4
**+ Add point**Opens the new point window.-
Point window fields**Current status**, **Point name**, **Under which point?**, **Which department looks after it?**, **Which person looks after it? (optional)**, **Delete**, **Save**. An empty choice shows as **Not selected**.`Terrace`
**Set up standard restaurant points**Installs ready restaurant points (when there are none).-
Report filters + **Filter** / **Clear**Narrows / resets the report.Last 7 days, Tasks, Not done
**Search this list**Searches the table.`boiler`
## Messages you may see
MessageMeaning and what to do
*Task added.* / *Saved.* / *Task deleted.*Done.
*Task name is required.*Fill in **1. What needs to be done?**.
*Point saved.* / *Deleted.*Point action done.
*Point name cannot be empty.*Type a name.
*A point with this name already exists.*Use a different name (names are unique within the venue).
*This point has points under it; it cannot be moved under another point.*Move the sub-points first or keep it as a parent.
*Points added: ...*Standard restaurant points were installed (existing names are not added again; they are grouped under Restroom, Kitchen and Storage parents).
*Template installed, tasks added: 13*Ready restaurant tasks were installed.
*Hotel template installed: 12 new points, 11 new tasks*The hotel template was installed. Adjust reading ranges to your own values.
*2 staff members without a department ...*Use **Assign departments to staff**.
*Operations needs a restaurant or an active hotel module at this venue.*Set up the restaurant or hotel first.
## 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). - *Hotel template installed: ... new points, ... new tasks* - *Malfunction (before)* - *Resolved (after)* - *E.g. Check the restrooms* - *Malfunction* - *Room Cleaning* - *No records match your search.* - *Click a point: change its status, rename it or delete it.* - *all clean* ## Frequently asked questions ### Staff cannot see a task in the app. If the task is given to a department or person, the staff member must be in that department. For tasks tied to a point, staff only see points they look after. Staff without a department do not see department jobs. Details: [Useroam Go: Tasks](/books/useroam-go-staff-app/page/tasks). ### I have a hotel and a restaurant. Do I define tasks twice? No. Tasks and points are one list per venue. In a venue that also has a restaurant, requests created from tasks or points go to restaurant requests; in a hotel-only venue they go to hotel requests. ### Why are rooms not in Points? Hotel rooms are managed on the Room Board; points are the areas outside rooms (pool, lobby, boiler room and so on). ### I cannot set a point to Clean. From the panel you always can. In the app, staff cannot tap **Clean** while the point has an open job; when the job is closed the point goes back to clean by itself. ### Where are the old "Daily Tasks", "Points", "Report" pages? These Restaurant Management tabs moved to Operations; the old addresses redirect here. ## Related pages - [Requests](/books/restaurant-solution/page/requests) · [Automation](/books/restaurant-solution/page/automation) - [Useroam Go: Tasks](/books/useroam-go-staff-app/page/tasks) · [Manager Tools and Tasks](/books/useroam-go-staff-app/page/manager-tools-and-tasks) - [Staff and departments](/books/bumerang-guide/page/staff)