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How to start and complete a job with Optii

Completing a job in Optii is simple, and this article will explain your options from Start to Completion

 

Who is this for?

  • General Managers
  • Operation managers
  • Head of Departments as needed by corporate or property level 
  • Optii Champion

💡Tip: Feel free to share this valuable resource with your colleagues to explore Optii.

How do you complete a job in Optii?

To complete a job in Optii, locate the job in the status view or search bar, select it to expand the job card, then use Take or Take and Start to claim it. Once in progress, select Complete to finish the job, or Pause to place it on hold.

Finding and selecting a job

  1. Find the job in the status view or using the search bar. You can search by job name, location, or job ID.

  2. Select the job. The job card expands to show all information related to that job.


Tip:

  • You will be able to see valuable information such as:
    • Name of the job being completed
    • Location of the job (Asset, Public Area Space, Back of house)
    • Status of the room
    • Start time/date of the job
    • Due-by time/date of the job
    • Department in charge of job completion
    • User in charge of completing the job (or unassigned in case no one has claimed the job)
    • Reservation information
      • Guest name, Reservation ID, check-in/check-out date
    • Room type

 

Assigning and starting a job

Once you are ready, select either Take or Take and Start:

  • Take — Solid blue button. Places the job in Assigned status.
  • Take and Start — Outlined button. Places the job in Assigned status and immediately moves it to In Progress.

Tip:

  • Take and Start affects your team's productivity metrics. Only select this option when you are ready to begin working on the job.

 

Managing an in-progress job

Once the job is In Progress, you will have the following options:

  • Pause — Outlined blue button. Moves the job to On Hold, indicating to the team that you are no longer working on it. Time spent in On Hold status is not counted toward the job's completion time and does not affect your productivity.
  • Complete — Solid blue button. Moves the job to Complete.

The following options are permission-based:

  • 'Cancel Job' - Selecting this option will move to the 'Done' column but continue to show as canceled in reporting 

  • 'Reopen Job' - Any job that is sitting in the 'Done' column can be reopened by selecting the option 'reopen' located at the bottom left of the job card

 

Would you like to learn more? 

If you would like to learn more about Optii, please check out our Optii learning center today at help.optiisolutions.com

Have questions or need help?

Do you have any questions about Optii? Please contact your success manager today at help@optiisolutions.com