Manager Tools and Tasks

This page is for people using the app with the manager role. Managers see everything; staff only see jobs for their own departments and the points they are responsible for. Managers also get the tools below.

1. Giving a job to someone: Assign

1. Tap Assign on a request card (or on an open job in a point's menu).
2. Pick the person from Assign to whom?. Starred people belong to the request's department and are listed first.
3. The screen shows Assigned, the person was notified.

The chosen person gets A job was assigned to you. If someone else held the job, they get Job moved to someone else. If the list is empty you see "No active staff at this venue".

If nobody is chosen, the system assigns the job itself: to the least busy staff member in the request's department.

2. Reminding: Nudge

1. Tap Nudge on the request card.
2. The job holder gets a Reminder notification ("… is waiting"). The screen shows Reminder sent.

Possible messages:

• "Reminded a moment ago, try again in 5 minutes": one nudge per job every 5 minutes.
• "Nobody is assigned to this job": give it to someone with Assign first.
• "Request is closed": the job was finished in the meantime.

The panel's request list also has a 🔔 Nudge button.

3. Quick filters

Managers get two extra chips on the Requests tab: Unassigned (jobs nobody holds) and Overdue (jobs past their time).

4. Adding a task

1. On the Tasks tab tap + Add task.
2. Type the task in Task name (e.g. Restroom check).
3. Choose the place from Where? (optional). Leave "No specific place" if none. For a place not in the list, tap + Add new spot and type the New spot name.
4. Under Who does it? choose Everyone, People or Departments. A task given to a person is visible only to that person.
5. Pick hours under At which hours? (tap to select). If you pick no hour, it is done once during the day.
6. Tick Photo required if you want proof.
7. For measurement tasks open Advanced (type, measurement): Task type (Opening, Closing, Round, Measurement, Security), Measurement unit (optional), Min and Max. An out-of-range reading opens a work order automatically.
8. Tap Save. The screen shows Saved. If the name is empty you see "Enter the task name".

5. Editing, deleting and nudging a task

1. Tap Edit next to a task. The Edit task window opens; change the fields and tap Save.
2. To delete, tap Delete task in the same window and confirm "Delete this task? Past records are kept.". The screen shows Task deleted.
3. On an overdue task, Nudge sends "Task waiting: …" to the person or team responsible.

When staff finish a task you get Task completed; for an out-of-range reading the title flags the failed measurement.

6. Room and point owners

• Assign room owner (hotel): tap a room on the Rooms tab and give it to a staff member. Its cleaning job goes to that person.
• Point owner: set on the panel's Operations screen. Points without an owner are visible only to managers.
• Managers are not stopped by the Clean lock; they can mark a place with an open job as Clean if needed.

7. Alerts and Summary

• In a restaurant, requests that break an SLA rule reach managers as an app notification as well as SMS; the Requests tab shows the strip "N request(s) exceeded SLA, please check.".
• Requests reported to a support company show an envelope badge: company notified, notification awaiting approval (panel) or could not notify company.
• The Summary tab is open to managers only (see Summary).

Related pages: Useroam Go → Requests, Rooms, Tasks, Summary; Operations, Automation.