Schedule Task Setup
The Scheduled Task Setup allows a Store Owner/Manager to configure a task list of responsibilities to be addressed in the store. These tasks can be scheduled to be recurring tasks that can be set to repeat on an hourly, daily, weekly, or monthly basis. Or, the tasks can be one time task to occur only once.
Each task can be added, edited, and removed as needed. Both types of these pending tasks appear on an employee's pending tasks screen and give the employee the ability to 'Complete' the task in the system. The tasks can be reviewed for completion using the Attendant Duties Report.
To access this function, your specific Card ID (The 12-digit number on the back of the card) must have SCHEDULED TASK SETUP selected under SCHEDULING in permission settings . Please see your store Owner/Manager to update your permission settings. See Permission Settings and Functions for more information on how to set permissions.
To set up recurring or one-time tasks, follow the instructions below.
The system only checks recurring tasks once per day at 12:01 AM. Additions/modifications will not show up on the 'pending tasks' list until the following day.
Recurring Task Setup
Select Scheduling.
Select Scheduled Task Setup.
At the bottom of the existing list of scheduled recurring tasks, complete the information for a new task.
Click "Add".
Afterwards, click Edit or Delete the task as needed. These recurring tasks will show up in pending tasks only within the date, frequency, and time frame stipulated in the task. Once outside their date, frequency, and time frame, they will disappear from the pending tasks list.
One Time Task Set Up
Set up a one time task by entering the information into the spaces at the bottom of the list and clicking "Add". You must follow the data and time format in the list below when entering the task, or you'll receive an error message and the task will not be added. These tasks show up immediately on the pending tasks screen. However, they will only show up on the day and during the time frame stipulated in the task.
Task Fields and Descriptions
Field | Description |
|---|---|
Task Description | Description of the task |
Frequency | How often the task should be completed |
Day of the Month | The day of the month the task should be completed |
Day of the Week | The day of the week the task should be completed |
Every # of Hours | The time between the task to be completed |
Start and End Time | The Time-frame the task should be completed within. |