This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.
Sites are non-Restaurant Locations, such as a banquet hall, hotel, and arena, among others, where Employees may be scheduled to work. These are often offsite events or Catering Events that require meal prep, service, and clean-up. User-created Sites can be used in the Schedule Calendar as well as the Catering module.
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 'Sites' under 'Team' to view and create Sites.
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 Site. This process is explained in the following section
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 Sites 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
Create a Site
In the top, right corner of the Sites list, click '+ Create' to open a 'Site Form' sidesheet. When the sidesheet opens, enter in the information about the Site and then click 'Create' to add the record to the Sites list.
1) Name - The name of the Site
2) Phone - The phone number of the Person of Contact at the Site
3) Location - The Restaurant Location associated with this Site. This will display the User's default Location, but can be manually updated. Click the Source Linkto view the Location record
4) Address - The address of the Site. Click into this box to enter in the address details
5) Create - This will save the Site form and add it to the Sites list
6) Full Screen - This will expand the sidesheet to full screen. This can then return back to the original size by clicking the minimize icon
7) Close - This will close out the sidesheet without saving