This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.
The Departments List stores all Department forms created in R365. Users can create customized table views of the columns and/or filters used in the Departments listing so that key aspects about Departments can be displayed and easily accessed. Department forms can be managed from the Departments list at any point in time.
Note: This upgrade will be rolled out to all R365 databases over the course of 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 'Departments' under 'Team' to view Departments.
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.
Smart Ops Release: Department Form
Department forms can be created and maintained from the Departments list. Click here to learn how to create and edit a Department form.