Manager Tools and Tasks

This page is for people who useusing the app with the manager role. AManagers manager seessee everything; staff only see onlyjobs the work offor their own departments and theirthe ownpoints points.they are responsible for. Managers also get the tools below.

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1. Giving a job to someone: Assign

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

The chosen person gets a notification. If theA job was withassigned to you. If someone else before,held the previousjob, ownerthey getsget a notification that the job hasJob moved to someone else.else. If the list is empty you see "No active staff at this venue".

If no onenobody is picked,chosen, the system assigns the job itself: first to the least busy staff member ofin the request's department. A manager gets the job only if no one else is in the department.

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2. Reminding: Nudge

1. Tap Nudge (Dürt)on sendsthe request card.
2. The job holder gets a reminderReminder notification to("… theis personwaiting"). holdingThe thescreen job.shows ItReminder cansent.
be

used

Possible oncemessages:

• "Reminded a moment ago, try again in 5 minutes": one nudge per job every 5 minutesminutes.
for
• "Nobody is assigned to this job": give it to someone with Assign first.
• "Request is closed": the samejob job.was The request listfinished in the panelmeantime.

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

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3. Quick filters

OnManagers get two extra chips on the Requests tab, managers see two extra chips:tab: Unassigned (jobs no onenobody holds) and Overdue (jobs past their time).

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4. Adding anda editing taskstask

1. On the Tasks tab,tab tap + Add task.
2. Type the task name.in Task name (e.g. Restroom check).
3. PickChoose the place underfrom 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. Pick a department or a person underUnder Who does it? choose Everyone, People or Departments. A task given to a person is visible only to that person.
5. Tap thePick hours under At which hours? (tap to select them.select). If you selectpick none,no thehour, taskit is done once during the day.
6. Tick Photo required if needed.you want proof.
7. For measurement tasks,tasks enteropen theAdvanced (type, measurement): Task type (Opening, Closing, Round, Measurement, Security), Measurement unit (optional), Min and limits under AdvancedMax. 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".

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5. Editing, deleting and nudging a task

1. Tap Edit next to ana existingtask. The Edit task openswindow opens; change the fields and tap Save.
2. To delete, tap Delete task in the same window,window whereand youconfirm can"Delete alsothis deletetask? it.Past records are kept.". The screen shows Task deleted.
3. On aan lateoverdue task, Nudge remindssends "Task waiting: …" to the responsibleperson team.or team responsible.

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

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5.6. Room ownerand (hotel)point owners

On

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

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6.7. Alerts and Summary

• In thea restaurant module,restaurant, requests that break an SLA rule (run past their time) reach managers as an app notification inas additionwell toas SMS.SMS; the Requests tab shows the strip "N request(s) exceeded SLA, please check.".
• Requests reported to a servicesupport company show aan envelope badge: company notified, badgenotification onawaiting theapproval card.
  (panel) or could not notify company.
• The Summary tab is open to managers only (see Summary).

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