Registering a job

You register a new job on the New job screen when you have a new task to complete at your hotel or when you want to schedule future tasks.

Tip: For all drop-down lists, begin by typing your search criteria in the field. The list is automatically filtered to match your entry.

1. From the main menu, select Service () > New Job.
   The New job screen appears.
   

2. From the Select Property () drop-down list, select the property where the job will be performed.

   Note: This option is available only if you have access to multiple properties.

3. From the Source options, select either Requested by guest or Requested by staff.

4. From the Location () drop-down list, select the name or number of the room where the job will be performed.
   The Location history tab opens on the right side of the screen.

5. From the Guest () drop-down list, select the name of the guest who requested the job.
   The Guest details tab opens on the right side of the screen.

   Note: This option is available only if you selected Requested by guest.

6. From the Category () drop-down list, select the general descriptor that best fits the job.
   The category determines which employees can be assigned to the job and filters the Description options.

7. From the Description () drop-down list, select the description that best matches the job to be performed.

8. (Optional) If the guest commonly requests this type of service, select Add preference () to save the job as a guest preference.

   Note: This option is available only if you selected Requested by guest.

9. (Optional) In the Remarks field, enter any relevant information that was not captured by previous fields.

   Tip: To expand the text box, select the pop-out icon (). This will give you more room to enter text.

10. (Optional) To attach images or documents, do the following:

    1. Select Add Attachment ().
       The Attachments dialog box appears.

    2. Select Upload file.
       In the resulting file manager window, select the file that you want to attach.
       The file is uploaded.

    3. Repeat step b until you have added all relevant files.

    4. When you are done, select OK to close the Attachments dialog box.

11. From the Urgency drop-down list, select the degree of priority to be applied the job. Options include:

    • Normal—Not critical.

    • Urgent—Critical.

    • Xtra Urgent—Of extreme importance.

12. From the Assign () drop-down list, choose whether the job should be assigned automatically by the software or if you want to manually assign an employee to the task.

13. From the Status options, select whether you want to register the job as Open, register the job as Closed, or Park the job.

14. From the Reported by () drop-down list, select the name of the employee who reported the job.

15. (Optional) To register another job, select Add multiple (), then repeat steps 3-15 as many times as needed to enter information for all additional jobs.
    Use the Multiple jobs tab to manage the jobs that you are preparing to register. For more information, see Multiple jobs tab on the New Job screen.

16. When you have finished entering information, select Register.
    All recorded jobs are registered, and a confirmation dialog box appears.

17. When you are done reviewing the information in the confirmation dialog box, select Dismiss to close the dialog box.