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Editing a job in Optii Service

Do you need to edit a job in Optii? no worries, we got you covered. This article will help you understand how you can edit a job in Optii and keep your team on track with the latest update about the jobs.

The operations in hotels are fast-paced and ever-changing. One minute you are repairing a door and the next one you need a colleague to finish the painting of the door. The edit feature in Optii lets you update a job's status, assignment, priority, and scheduling details so your entire team stays aligned with the latest changes. 🙌

Note: This article covers how to edit a job in Optii. To learn more about jobs — including adding a new job or tracking jobs through the timeline — please refer to the Jobs Overview article, or click here!

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Editing a Job

So picture this, you are about to finish repairing a door in room 101 with Optii, and you need one of your colleagues to paint the door. To do this, you can use the edit function in Optii to reassign the job to your designated teammate and change the status to not started, so your colleagues can now stay updated with the latest changes on the job and keep your colleague informed that now is his turn to paint the door and finish the job and release the room for a new guest. 

To edit a job, follow these steps:

  1. Confirm the job status is set to Done or On Hold.
  2. Click the location on the job card — for example, Room 101.
  3. The job card opens on the right-hand side. Click the Edit icon at the top right of the card.
    • Alternatively, click Reopen at the bottom right of the card to move the job directly to Not Started without making additional changes.
  4. Change the Status field from Done to Not Started.
  5. Optionally update any of the following fields:
    • Priority Level
    • Due by Date
    • Due by Time
    • Department and Role (to reassign to a different department or role)
    • Assigned team member — select from the dropdown list.
  6. Optionally add a note or attach pictures or files.
  7. Click Update to save all changes.
 

You can now click on the location; in this example, we click on Room 101 on the card. 

You'll see the Job card on the right-hand side, and now you can click on the 'Edit' icon located at the top right-hand side of the card. 

You can also click 'Reopen' located at the bottom right-hand side of the card if you want to move the job to 'Not Started' without any more changes. 

Once you've clicked on the 'Edit' icon, you'll see the card now changes, and you can now edit the job. You can start by changing the 'Status' from 'Done' to 'Not Started.' 

You can also change the 'Priority Level', 'Due by Date', and 'Due by Time' if you wish.

 

Finally, you can change the assignment to the right team member by clicking the designated team member from the dropdown list. You can also add a note if you wish, add more pictures or files and once completed, and you need to click 'Update' to get the job updated. 

You can also change the department and role if you would like to assign the job to a different department or different role. 

The job is in the 'Status' as 'Not Started', and you can monitor the job's progress from the Optii Job by Status or Timeline View. 

Use the Job Activity Report to measure team productivity, trace jobs from previous days, and review the activity log. To learn more about reports in Optii, please refer to the Optii Reports article, or click here!

If you would like further assistance, please reach to our team at help@optiisolutions.com. We're 24/7 happy to help. 😊