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Operations

What is it for?

Operations (Operasyon) is where you run the daily routine of your venue from one place: which job is done at whichwhat time (Daily Tasks), the places where the work happens (Points), and a record of everything that was and was not done (Report). The screensubtitle isreads "Daily tasks, points and reports (shared by the restaurant and hotelhotel)". modules;If ifyour youvenue havehas both,both theya restaurant and a hotel, their tasks and points appear in one list.

How do I open it?this screen? In the Business section of the left menu, go toclick Venue → Operations. (İşletmeUnder →it Operasyon).are the Daily Tasks, Points and Report links. The Operations tab on Restaurant Management and the Board link onin the Restaurant Management screenmenu also leadscome here.

Operations screen, Daily Tasks tabOperations in the left menu


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 taskoperations board groupsand tasksthe 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, Daytime roundRound, Measurement, Security, Closing.

Each row shows the task name,name the(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 hours.reading.
  • Hours
  • 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.

When the day changes all badges go grey again; past days stay in the Report. So that haveclosing passedtasks withoutdone after midnight count for the taskprevious beingday, donethe turnboard orange.moves to the new day at 06:00.

ToDaily Tasks board and Add task button

Step by step: add a task:

task

  1. PressClick + 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.
    • Type2. the task nameWhere? (e.g. Toilet check).
    • Pick a point underor leave Where?No specific place. ThisIf it is optional.not listed, choose + Add a new point and type a name (E.g. Terrace).
    • Under3. Who doeswill do it? Everyone, picka person from the People group or a department orfrom athe singleDepartments person.group. The hint: "If you pick a person, only thatthey person seessee the task.
    • task
    • Tapand theget hoursa tophone select them.notification. If you selectpick none,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 during thea day."
    • Tick Photo required: if needed.ticked, staff cannot finish the task without a photo.

    Add task window filled in

  2. For a measurement task (temperature, chlorine etc.),chlorine) open AdvancedOther 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 type,limits, unitthat slot turns red and lower/uppera limits.
  3. fault
  4. Pressrequest Saveis opened automatically.

    Other settings: task type, unit, min, max

Edit on a row opens the same window;window with the task's values (titled Edit task). The bin icon removesdeletes the task.task after "Delete this task? Past reports are kept."; it leaves the board and its past records stay in the report.Report.

HotelReady templates

  • Install ready restaurant template:

    Venuesshown withonly when there are no tasks. It is already installed when the hotelrestaurant moduleis seecreated. anThe result reads like "Template installed, tasks added: 13".

  • Install hotel template: button.always Oneshown presswhen addsthe 12venue areashas an active hotel. It asks first: "Install the hotel template? Pool, technical and lobby points and 11 tasks: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 toiletrestroom rounds, corridor and laundry checks, fire extinguisher check, night security round and more.so on). The template is notnever installed by default;itself. itClicking istwice installedadds onlynothing whennew; the message becomes "Hotel template installed: 0 new points, 0 new tasks".

    Install hotel template button

With no tasks at all you presssee "No tasks defined yet. You can install the button.ready Pressingtemplate it twice does notor add theyour own tasks twice.below."


2. Points

Operations screen, Points tab

A point is a place where work happens: a table, a toilet, arestroom, stove, the pool, the lobby. Points can be nested: Kitchen with Stove and Oven under Kitchen, Men's and Women'sCold Room under Toilet.it. A parent point is shownshows as a navy header;header strip (with the colournumber of thepoints boxesunder belowit, itdirty showsand out-of-order counts, task count and owner); child points are coloured boxes. Stand-alone points are listed at the statebottom.

of

Colours each(legend place:at the top):

  • Green Green:All good No issue.
  • Orange: Work pending (dirty, or a task is late).
  • Orange Red:Needs work (dirty or overdue task).
  • Red Urgent (faulty, or a measurement is out of range)order or failed measurement).

ClickEach 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 to(you changecan its state, rename it or delete it. Use + Add point for a new one.

Who is responsible forpick a point

Each point can have a responsible department, a person, or both.

  • Staff see only the points they are responsible for in the app.
  • Tasks
  • Pointstab)"); withclicking nothe onestrip responsibleopens areDaily visibleTasks.

    only

    Note: tothe managers.

  • demo
  • If a childvenue's point hasnames no one responsible,in the parentpictures were entered in Turkish.

    Points board and Add point button

    Step by step: change a point's settingstatus applies.or Forowner

    example,
      if
    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 Kitchen"Point saved." belongs
      • Current status: Clean, Dirty, Out of order. Hint: "If you choose Dirty or Faulty, a request is opened automatically and sent to the Kitchenleast department,busy thestaff Fryermember." under it goes to that team too.

      Requests opened automatically

      When a point is set to Dirty or Faulty, or a measurement is out of range, the system opens a request by itself: a cleaning request for dirty, a fault request for faulty. If you have the restaurant module the request goes to restaurant requests; if you only have the hotel module it goes to hotel requests. If the same place already has an open request, a second one is not opened. When the job is closed, the point returnsgoes back to clean by itself.

    2. 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.
    3. 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

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. by

    Add point window

  2. itself.

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

Operations screen, Report tab

The report showscombines requestsrequests, completed tasks and missed tasks in one table. TasksThe thatdefault wererange notis donethe alsolast appear7 asdays; rows,up soto you63 days can seebe whatchosen.

was
    missed.
  1. Choose You can filter by date range, type, person, job, pointfilters and status.click SelectingFilter: 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

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
TimeWhen the request was opened or the task was done (for a missed task, its scheduled time).
TypeBlue Request or grey Task.
JobRequest type or task name, with photos and notes if any.
WherePoint name.
WhoWho did it (for a missed task, the person, department or Everyone responsible).
StatusThe statuses above.
Duration / ReadingFor 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 includes(not a room) appear in the report.

Every field and button

Field / ButtonWhat it doesExample
Daily Tasks / Points / ReportTabs.-
+ Add taskOpens the task window.-
Edit / binEdits / deletes a task.-
Install ready restaurant templateInstalls ready restaurant tasks (when there are none).-
Install hotel templateAdds hotel points and 11 tasks.-
Task window fields1. 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 pointOpens the new point window.-
Point window fieldsCurrent 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 pointsInstalls ready restaurant points (when there are none).-
Report filters + Filter / ClearNarrows / resets the report.Last 7 days, Tasks, Not done
Search this listSearches 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;
it
Move Requests,the Automation;sub-points Useroamfirst Goor →keep Managerit toolsas 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: 13Ready restaurant tasks were installed.
Hotel template installed: 12 new points, 11 new tasksThe 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.

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.

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.