Lesson: How to add a Job in Optii

Lesson: Adding Jobs in Optii - A Comprehensive Guide

This lesson provides a detailed walkthrough of adding jobs in Optii.

Adding a Job from Desktop or Mobile:

1. Click "Add Job": Start by clicking the "Add Job" button located on the top right handside on your desktop or mobile device.

   
   

   

2. Select Job Type: Choose the request origin:

   • Guest Request (Default): For requests from guests.
     
     
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   • Internal Job: For requests from staff.
     
     
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3. Choose the Action: Select the appropriate action from the dropdown menu: "Clean," "Deliver," "Repair," "Test," "Replace," "Remove," "Inspect," "Install," or "Perform."

    

   

4. Select the Item: Use the dropdown list to choose the item related to the job.

   Tip: Start typing the item name to narrow your search. If the item isn't listed and you lack permission to add items, contact your direct supervisor.
   
   

5. Add Quantity and Multiple Items: Enter the quantity needed. 

   
   
   1. Click "Add Item" to include multiple items in the same job.
   
   

6. Select Location(s): Choose the relevant location(s) for the job. You can select multiple locations.

   

7. Auto-Generated Fields: After completing the required fields, Optii automatically populates other information:

   • Priority: "High" for Guest Requests, "Medium" for Internal Requests.
   • Target Due Date & Time: Based on your Target Response Time (click here or contact your direct supervisor for details).
   
   
   

8. Department and Role: Optii may pre-populate the department and role based on pre-configured job item settings. If not, select the appropriate department and role, which will be saved for future use. To learn more about Job Items Auto-Assigment for Departments & Roles click here.

   

9. Team Member Assignment:

   • Auto-Assign (Default): Optii automatically assigns the job to a team member with a published schedule (click here for more on published schedules).
     
   • Manual Assignment: Select a specific team member from the list.
     
   • Auto-Assign without Published Schedule: If no one has a published schedule, leaving "Auto-Assign" selected will assign the job to the correct department and role and notify all team members in that department and role (click here for more on notifications).
     

10. Optional Fields:

    • Notes: Add any relevant notes.
    • Attachments: Attach files as needed.
    • Pictures (Mobile): Take pictures if using your mobile device.
    • Checklist: Add a checklist (click here for more on checklists).
    
    
    

11. Save the Job: Click "Save." Optii generates a job with a unique Job ID, Action, Job Item, Location, and all entered information.

    

12. View the Job: Go to the "Job" tab and click "Job Status View" (click here for more on Job Status View).