R365 Scheduling was initially designed to be paired with R365 Smart Ops. We understand, that sometimes restaurants need a scheduling solution that is not part of back-of-house software. For restaurants where that is the case, this article will help you understand what is and what is not included with the Stand-Alone Scheduling offering.  

This article is an overview of Stand-Alone Scheduling for instances where only Scheduling is enabled. Throughout the Support articles, Scheduling articles may reference ‘Smart Ops.’ Smart Ops is the full Operations module that contains both Scheduling and inventory. Most ‘Smart Ops’ features are not enabled for Stand-Alone Scheduling. 

For Stand-Alone Scheduling, the left navigation menu has additional options for a select number of administration and accounting pages. These pages are not normally accessible from Smart Ops. 

All of the pages, records, and forms accessible for Stand-Alone Scheduling are listed in the 'Smart Ops' and 'Classic Experience' sections below.

Security

Each R365 feature includes a listing of the Permissions needed to access a page and complete certain functions. Review each feature's overview article to ensure that the necessary Users have access.

Learn more about managing Permissions and Custom User Roles here. The Permission Access Report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.

Smart Ops

1) Left Pane Collapse Button - This will collapse the pane

2) Home Page - This will open the Home page

3) Dashboards - When clicked, this will display links to the following pages:

• Operations Dashboard 
• Labor Dashboard
   

4) Sales & Forecasting - When clicked, this will display links to the following pages:

• Daily Sales
• Forecasting
• Classic DSS
    

7) Labor - When clicked, this will display links to the following pages:

• Schedule
• Scheduled Now
• Manager Tools
• Admin
• Labor Details
• POS Employees
    

8) Team - When clicked, this will display links to the following pages:

• Employees  
• Employees (classic)
  • Note: This is the classic 'Employees' page. For the Smart Ops page, use the 'Employees' option that is not appended with '(classic)'
• Jobs
• Responsibilities
• Departments
• Sites
    

9) Admin - When clicked, this will display links to the following pages:

• Locations
• Fiscal Years
• GL Accounts
• GL Types
• Preferences - This will open the 'System Preferences' page in a new tab
• Repoll DSS - This will open the 'Repoll DSS' page in a new tab
• Import - This will open the 'Import Tool' in a new tab
    

10) Users & Security - When clicked, this will display links to the following page:

• Users

12) My Reports - This will open My Reports in a new tab

13) Classic R365 Exp. - This will open the R365 Classic Experience in a new tab

Classic Experience

Left Navigation

Top Navigation