Jobs Permissions by Role Access

From accessing job statuses and timelines to enabling auto-assignment and recurring job management, Optii provides you with the flexibility and control you need to optimize your workflow.

It's essential to carefully assign these permissions to different user roles based on their responsibilities and access needs in your hotel operations and brand standards. By doing so, you can ensure smooth and efficient management of jobs within the Service Delivery module.

Jobs Function in Optii

Service Delivery

• What does Access All Jobs by Status allow?

  Access All Jobs by Status: This permission allows a user to view all jobs in the system based on the departments assigned to them. In other words, they can see jobs that are in different stages, such as "Not Started", "In Progress," "Completed," and "On Hold". Users with this permission can get a comprehensive overview of all the jobs and their current statuses based on the departments that they have been assigned to.
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  2. For example: in the picture below, this role will be able to see all jobs by status for all the departments listed on the 'Department Access'.
     
     
     
• Access All Jobs by Timeline:

With this permission, a user can view all jobs organized based on their timeline. This allows them to track and monitor the completion of jobs using the timeline view available on the platform. It helps in planning and managing tasks efficiently.

 

 

• Access My Jobs: This permission grants a user access to view only their own assigned jobs. They won't be able to see jobs assigned to other users or jobs that are unassigned. It's useful for individual team members to focus on their responsibilities.
  
  

 

• Allow Auto-Assignment: When enabled, this permission allows the team member to automatically assign jobs to appropriate team members based on the published schedule available at the time. This can streamline the job allocation process and ensure tasks are distributed efficiently.
  
  
  
  
• Allow Creation of Job Items On Add/Edit Jobs: Users with this permission can add or edit job items directly when creating or editing a job. This reduces the need for separate editing steps and supports more efficient job creation.
  
  
• Allow the Management of Repeating Jobs: This permission enables users to create and manage recurring jobs. For example, if a task needs to be performed daily or weekly — such as daily inspections or weekly deep cleans — users can set up a recurring schedule for that job.
  
  

For questions about configuring permissions in the Service Delivery module, contact the Optii support team at help@optiisolutions.com.

 
If you ever have any questions about these permissions or need assistance with anything related to the Service Delivery module, our dedicated support team is just a message away at help@optiisolutions.com