This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.



The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filters used in the Jobs listing so that certain pieces of Job information can be displayed and easily accessed. Job forms can be updated at any point in time from the Jobs list.


Note: This upgrade will be rolled out to all R365 databases over the course of Q2 2021. Contact your Customer Success Manager to learn more.



Navigation



Begin by clicking 'Smart Operations NEW!' in either the Operations or Scheduling module. This will load the Home page.

  • Note: Users with the 'Restaurant Manager' or 'Scheduler' Primary Security Role will be automatically directed to the Home page upon logging into the system.



In the left navigation pane, click 'Jobs' under 'Team' to open the Jobs list.



List Functions


In addition to the list functions explained below, lists can also be filtered to display in ascending or descending order by clicking the column title. The list can then be further filtered after the initial sort by holding down the 'Shift' key on your keyboard and clicking any other column header.



1) Search Bar - This will filter the listing for the characters entered

2) + Create - This will create a new Job form. Click here to learn how to create and edit a Job form

3) Table Views - This enables the User to create and edit saved views of this list. Simply click this icon and then either 'Save Current View' to save the new view or 'Edit Table Views' to edit the selected saved view. All saved views are listed above these two action buttons 



4) Filter - This allows the User to create a filter for the table. Click the filter icon to open the 'Filter Columns' modal. Once open, click '+ Add Filter' to select the Column and Filter Type and then enter the Value that should be filtered. Select the 'Apply' button to filter the table for the information entered or click the trash can icon to remove a filter 



5) Columns - This lists all of the columns available to display in the Jobs list. Check or uncheck a column name to include or exclude it, respectively, in the list. Columns can also be reorganized by dragging and dropping the desired column's rearrange iconwhere needed



6) Excel - This will download the listed information into an Excel file 

7) Refresh - This will refresh the listing



Smart Ops Release: Job Form


Job forms can be created from the Jobs list in the Smart Ops Release. Click here to learn how to create and edit Job forms.