The Operations Task Suite is a web-based solution to provide operational staff a mobile checklist of these tasks. Users (able to log in to the back office of Enterprise) are able to log in to the mobile app to view and complete tasks.
Operations tasks can be added to events and functions, or solely for venue based activities. These tasks can be as simple as unlocking doors each day or as detailed as cleaning door handles.
To configure your Operations Tasks:
- In the Main Menu, search for and select Operations Tasks Configurations. The Operations Tasks Configurations page opens.
- Click Add. The Add Operations Tasks Configurations window opens.
- Enter a Description (this is a required field).
- Allow Self-assigning - To allow users to assign themselves task, check this box.
- Display Performance - To allow users to enter performance status, check this box.
- Allow Adding of Notes - To allow users to add notes, check this box.
- Added Task Note Class - Set a note class for the added notes to be stored against.
- Event Note Classes for Display - From the dropdown, select the event note classes which need to show on the task.
- Function Note Classes for Display - From the dropdown, select the function note classes which need to be shown on the task.
- Task Note Classes for Display - From the dropdown, select the task note classes which need to be shown on the task.
- Event Document Categories for Display - From the dropdown, select the event document categories which need to appear on the task.
- Function Document Categories for Display - From the dropdown, select the function document categories which need to appear on the task.
- Task Document Categories for Display - From the dropdown, select the task document categories which need to appear on the task.
- Allow Camera Images - To be able to use the camera from your mobile device, check this this box.
- Camera Document Category - From the dropdown, select which document category the captured camera image needs to be stored against.
- Retired - check this box to make the configuration Inactive.
- Click OK.
Create the Operations Task URL
After you create your mobile operation tasks configuration, create the URL your users will need to log into the application.
- In the Main Menu, search for and select Operations Suite Configurations. The Operations Suite Configurations page opens.
- Click Add. The Add Operations Suite Configuration window opens.
- Enter a description (this is a required field).
- Sign-in Dictionary - From the dropdown menu, select a dictionary. The dictionary is used for the sign-in page only. All other pages use the dictionary assigned to the user through their User Settings window.
- Operations Tasks Configuration - From the dropdown select the configuration for the URL. This is the configuration you created in the above section.
- Click Save (disk icon). The window saves and updates to Edit Operations Suite Configuration.
- Click Copy Shortcut. You receive a message that the shortcut is copied to the clipboard.
- Click OK.
- Distribute the URL to your users.
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