A weekly routine

Lesson 4 of 6 · Hotels and restaurants

Lesson summary

A routine is the same work in the same order each week, with a person at the end. The agent drafts. The manager posts.

  1. Open the database Tasks. Three rows come back each Monday: invoice check, review replies, rota draft (US: schedule).

  2. Set the Priority of each row. The Owner of each row is a person.

  3. Give the review replies to Guest desk, with yourself as Reviewer and short Acceptance criteria. Nothing is sent to the agent: it finds the task at its next check-in.

  4. Guest desk writes a draft reply in each row of the database Reviews. The task shows Needs review.

  5. Edit the drafts that need a promise or that show private details.

  6. Take the allergy complaint yourself. Phone the guest. Speak to the chef.

  7. Post the replies by hand on each site and set the rows to Posted. Then open the task and select Accept.

Try it now

Choose three jobs that come back every Monday. Set the order and the owner of each one.

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