Roles, limits and checklists

• Who signs what

  Managers approve. Accounts pay. Chefs cook.

  Roles decide who approves an invoice and who marks it paid. The person checking in the delivery is not the person clearing the bill, and the books stay with whoever keeps them.

• The limits

  Your limits decide what goes by itself.

  Set who can send an order, and above what value it needs a manager. Routine orders inside those limits go by themselves. Anything outside them sits and waits for a yes.

• Work becomes tasks

  A delivery is a task. Cleaning, a checklist.

  A stocktake or a delivery lands as a task for the person on it. A cleaning plan becomes a recurring checklist tied to the room, and a warm fridge opens a corrective action with a recheck to close it.

1. 01

   Set the roles

   Choose who approves invoices and who marks them paid.

2. 02

   Set the limits

   Choose who can send an order, and above what value it needs a manager.

3. 03

   The work lands

   Deliveries and stocktakes become tasks, cleaning plans become checklists, warm readings open corrective actions.

• The whiteboardSupplier communicationsProcure. Chase. Negotiate.
• Invoices on the benchInvoices and accounts payableRead. Matched. Approved. Batched. Paid.
• Cleaning spotsCleaning, mapped by KeplerEvery surface that needs cleaning, found from a photo.
• Fridges and freezerTemperature loggingEvery unit on the round. Every reading kept.
• Dry store and coolroomInventory, with OPPI's spatial memoryEvery item has an address.

Questions.

Does a clean invoice still need a manager?

No. An invoice that matches within your tolerance is approved on match. Anything outside it waits for a manager.

Who sets the order limits?

You do. Choose who can send an order and above what value it needs a manager. Inside those limits, routine orders go by themselves.

Are kitchen tasks the same as other tasks in oppiOS?

Yes. A stocktake, a delivery or a cleaning checklist lands in the same tasks and checklists the rest of the venue runs on.