Dashboard and My shift

The first item in the sidebar is your home screen. Its name depends on your role:

• Dashboard for anyone who oversees: Venue Managers, Assistant Venue Managers, Duty Managers and Supervisors.
• My shift for staff.

The screen keeps itself up to date while it's open, so you don't need to refresh it.

See how the day is goingCopy Anchor Link

Managers only. The numbers along the top of the Overview count the day on screen. Each one opens the list it counts.

A number only shows when its module is on. On a phone the numbers become a row of chips.

If a morning summary has been written for the day, it sits above the numbers with a Keep an eye on list. Venue Managers and Assistant Venue Managers also get a Yesterday's report link under it when last night's report exists.

If your venue takes its roster from another app and the connection stops working, a warning above the numbers says so, with Open Integrations. See Rosters and integrations.

Work through Needs attentionCopy Anchor Link

Managers only. Needs attention on the Overview lists what needs a decision, most urgent first: people who haven't turned up, overdue checklists, urgent and overdue tasks, incident reports waiting on a manager, flagged tasks, checklists nobody has, tasks nobody has opened, and functions still waiting on catering. The line under the heading says who is Supervising now, or warns Nobody is supervising right now. The first six rows show; Show 3 more (or however many) at the foot opens the rest.

Open the ⋯ menu on a row to decide what happens to it:

• Take: you deal with it. Your face shows in the Owner column.
• Hand to…: give it to another manager. People On the queue (supervisors on shift) are listed first.
• Snooze…: put it away until In an hour, At close or Tomorrow morning. Snoozed rows come back on their own. Until then, press Snoozed at the foot of the list to see them.
• Let it go…: drop a checklist or task you've decided doesn't need doing. You have to say why.

Select a row to see more about it in a side panel. On a tablet, Take and Snooze are buttons on the row. A row that arrived since you last looked is marked New.

Some rows carry a suggestion, such as reminding or assigning someone. Press Do it to accept it, or choose Change suggestion… or Dismiss suggestion from the menu.

When the list is empty it says Nothing needs you now.

With a keyboard, press j and k to move through the rows, a to take, r to hand on, s to snooze and x to let go. On a row with a suggestion, y does it and c changes it. The left and right arrows move a day, and t comes back to today. Press ? to see every shortcut.

Check the team and what just happenedCopy Anchor Link

Managers only. Beside the queue on the Overview:

• Next function shows the next booking, and warns Catering undecided when the kitchen can't cook for it yet.
• Incoming handover shows what the last shift wrote. See Shift log and handover.
• Team shows who has work and how far through it they are, most behind first. The line under it counts who is On shift, who is due next and who is Late. Press a name to open that person.

Under them on today's page, Recent activity lists the last few things people did at the venue. View all activity opens Activity.

Follow the day on the TimelineCopy Anchor Link

Managers only. The Timeline tab lays the day's checklists against the clock, one lane per area, with functions marked along the top. A blue line marks now. Swipe, scroll or use the arrows to move through the day. The key above the lanes says what each colour means: Open, Closing soon, Past due and Done.

Press a bar to see what's done, what's left and any problems, then Open checklist, or remind the person who has it.

Under the strip, Coming up lists what's still to come, in order. On a phone or a small tablet this list is the whole tab. See the schedule opens the same day in Tasks.

See who has whatCopy Anchor Link

Managers only. The By person tab turns the day into columns, one per person, with each person's checklists and tasks as cards.

• Tiles across the top count who is On, Upcoming, Overdue and Off. Press one to show just those people.
• Unassigned holds work nobody has yet. Press Assign on a card to hand it out on the Schedule.
• Not rostered today folds away people who have work but aren't on the roster.
• End shift under a name ends that person's shift.
• You shows your own checklists and tasks still to do.

Run your shiftCopy Anchor Link

Staff only. My shift leads with the thing to do now, in a large card with a Start (or Continue) button. Anything else due now is listed under it.

• Start shift: if you're not on shift, choose your area and press Start shift. Work given to your area or your role shows up once you're on shift. Press End shift when you finish; Undo puts you back on. If you're on the roster, the line under it says when you're rostered.
• Still owed: work from an earlier day you can still finish.
• Later today, Coming up and Done: the rest of your day and week. A checklist that hasn't opened yet says when it opens.
• New marks a task you haven't opened yet.

Notices and procedures you need to read appear on My shift until you acknowledge them. You may also see a short Refresher quiz from your training, a Training card for your next course, and Set your PIN for the tablet if your venue has a kiosk. Get a nudge when a task or checklist is yours offers to turn on notifications for the device you're using.

When you submit a checklist from My shift, you come back here and HospoTek tells you what's next. If nothing is on your shift, press Try a practice checklist to see how one works.

Create from the dashboardCopy Anchor Link

Press Create and choose what to start. You only see what your role and your venue's modules allow.

Start a checklist opens a searchable list of the venue's checklists. Pick one to start it now. See Checklists.