Why are email/text notifications not delivered to one or more of my Staff members?
Ensure that the staff member's profile has the correct email and mobile number entered. Also, verify that the notification settings are enabled for both email and text messages. If issues persist, check spam folders and confirm that the staff's email server isn't blocking messages from Operto Teams.
How can I access my Operto Teams account invoice?
Invoices can be accessed by navigating to the 'Account' section within your Operto Teams dashboard. Here, you'll find a history of all billing statements and the option to download or print them as needed.
Why is the option to 'Take Image' not showing?
The 'Take Image' feature may not appear if camera permissions are not granted to the Operto Teams application on your device. Ensure that the app has the necessary permissions in your device settings. Additionally, this feature might be disabled in the system settings; administrators can enable it by going to Setup → System Settings.
How do I update task times, staff assignments, or dollar amounts for tasks that already have tasks generated?
To update existing tasks:
Navigate to the Scheduling Calendar.
Click on the specific task you wish to update.
In the task pop-up window, make the necessary changes to time, staff assignments, or dollar amounts.
Save the changes to update the task accordingly.
How do I assign backup staff and adjust staff availability?
Backup staff can be assigned by:
- Going to Setup → Staff.
- Editing the staff member's profile.
- Selecting the 'Backup Staff' option and choosing the appropriate staff member.
To adjust availability:
- Within the same staff profile, set the standard workdays and hours.
- Use calendar notes to indicate days off or specific availability constraints.
What are the colors and icons on the calendars?
The calendar uses various colors and icons to represent different task statuses and types:
Green: Completed tasks.
Red: Overdue tasks.
Blue: Scheduled tasks.
Icons: Represent specific task types or notes, such as a wrench for maintenance or a broom for cleaning.
Why is an image or video not coming through?
If images or videos aren't appearing:
Ensure that the file size doesn't exceed the platform's limits.
Confirm that the file format is supported (e.g., JPEG, PNG, MP4).
Check your internet connection during the upload process.
Verify that the media was successfully uploaded and saved within the task or issue.
How can I access the onboarding steps?
Onboarding steps can be accessed by:
- Logging into your Operto Teams account.
- Navigating to the 'Onboarding' section from the main dashboard.
- Following the guided steps provided to complete your account setup and familiarize yourself with the platform's features.
Why didn't the task time update when the check-out date or time changed?
Task times are linked to booking details. If a booking's check-out time is modified, associated tasks should automatically adjust. If they don't:
Ensure that the task rules are set to auto-update based on booking changes.
Manually update the task time by editing the task in the Scheduling Calendar.
Why did a task move from the scheduled date?
Tasks may shift dates due to:
Changes in booking dates.
Modifications in task rules or dependencies.
Manual adjustments by administrators or staff.
Review the task history or audit logs to determine the cause of the change.
Where did my task go?
If a task is missing:
Check if it's been marked as complete or inactive.
Use the search function in the Scheduling Calendar to locate it.
Ensure that filters aren't hiding certain task types or statuses.
How do I change a task type for a specific task?
To change a task type:
- Navigate to the Scheduling Calendar.
- Click on the task you wish to modify.
- In the task pop-up window, select the new task type from the dropdown menu.
- Save the changes.
Note: Some task types may have specific rules or dependencies; ensure that the new type aligns with your scheduling needs.
How do I change the Staff Dashboard language?
To change the dashboard language:
- Go to Setup → Staff.
- Edit the staff member's profile.
- Select the desired language from the 'Dashboard Language' dropdown menu.
- Save the changes.
The staff member's dashboard will now display in the selected language.
How can I change the settings for all of my Staff Dashboards?
To adjust settings for all staff dashboards:
- Navigate to Setup → Staff.
- Use the 'Edit All' function to apply changes across multiple profiles.
- Adjust notification preferences, dashboard views, and other settings as needed.
- Save the changes to update all selected staff profiles.
Where are Time Zones set?
Time zones can be configured by:
- Navigating to Setup → System Settings.
- Editing the 'Time Zone' field to match your desired setting.
- Saving the changes to apply the new time zone across your account.
Ensure that the selected time zone aligns with your property's location to maintain accurate scheduling.
How can I add and view property information?
To add or view property details:
- Go to Setup → Properties.
- To add a new property, click 'Add Property' and fill in the required fields.
- To view or edit existing properties, click the 'Edit' icon next to the desired property.
Best way to add property information or additional small tasks?
For adding property information:
Use the 'Properties' section under Setup to input comprehensive details.
Navigate to the Scheduling Calendar.
Click 'Add Task' and fill in the necessary information.
Assign it to the relevant property and staff member.
How can I add tasks that are not associated with a specific property?
To add non-property-specific tasks:
- Go to the Scheduling Calendar.
- Click 'Add Task.'
- In the property field, select a generic placeholder like 'General Tasks' or create a dummy property for such tasks.
- Fill in the task details and assign it to the appropriate staff.
This method allows for tracking tasks that aren't tied to a specific property.
Operto Teams training resources for a complete guide of the system. See more.