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.
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.
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
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.