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 
 
 Tap Assign on a request card (or on an open job in a point's menu). 
 Pick the person from Assign to whom? . Starred people belong to the request's department and are listed first. 
 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 
 
 Tap Nudge on the request card. 
 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 
 
 
 On the Tasks tab tap + Add task . 
 Type the task in Task name (e.g. Restroom check ). 
 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 . 
 Under Who does it? choose Everyone , People or Departments . A task given to a person is visible only to that person. 
 Pick hours under At which hours? (tap to select) . If you pick no hour, it is done once during the day. 
 Tick Photo required if you want proof. 
 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. 
 Tap Save . The screen shows Saved . If the name is empty you see "Enter the task name" . 
 
 
 5. Editing, deleting and nudging a task 
 
 Tap Edit next to a task. The Edit task window opens; change the fields and tap Save . 
 To delete, tap Delete task in the same window and confirm "Delete this task? Past records are kept." . The screen shows Task deleted . 
 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 .