Step #8: Add or Edit Job Items for Quick Department & Roles Assignments

Learn how easy is to add, edit and assign departments/roles to your existing Job Items in Optii

 

Available with any of the following subscriptions:

  • Service
  • Guest Messaging
  • Above Property Management

Step 1

Go to your Job Items Tab located under Job Settings to view, add, edit or delete your job items for guest request and internal jobs

Step 2 

To Add Job Item

  1. Go to the 'Job Item' button located in the right hand side of the screen.
  2. Enter the name of the item. You can also add Notes for references to the job item. 

3. Click on the Job Actions Menu Dropdown and select your desired action

4. Select the department and role you would like to auto-assign this Job Item with the desired action

Screenshot 2025-01-24 at 12.31.07

5. Click 'Save' to save the changes

Screenshot 2025-01-24 at 12.31.45

Tip #1

You can add multiple Job Request Type Assignments for a Job Item

Optional

To Edit a Job Item

  1. Click on the pencil icon located in the right hand side of the screen.

Screenshot 2025-01-24 at 12.34.13

Step 4: To Delete a Job Item

  1. Click on the 'X' icon located in the right hand side of the screen.

Screenshot 2025-01-24 at 12.34.49

Well Done!

By following these steps, you can ensure your hotel Job Service Items are accurately reflected in your Optii platform, making it easier to manage your jobs and more with Optii.

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

Would you like to learn more? 

If you would like to learn more about Optii, please check out our Optii learning centre 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