What is a team lead?

In Chexology, a team lead is anyone that has the CAN ASSIGN ACTIONS TO OTHERS checkbox enabled in the Staff page of the Chexology Dashboard. See the dispatch admin settings page for more details on how to enable this option.

Overview

Chexology's Action List shows all tasks (aka actions) in one place.

1. From the home screen, tap the action list icon.
   
    
2. Tap All.
   
    
3. As a team lead, you have the ability to assign tasks to team members or to yourself.
   

Starting and Finishing Actions

Starting and finishing an Action works the same way for Team Leads, Team Members, and Owners.

Please see the Starting an action and Finishing an action sections in the Dispatch for Team Members article for detailed instructions.

Assigning an Action for an item that is not in storage

Examples of Actions for items that are not in storage may include luggage pickup, food deliveries, flower deliveries, etc.

1. Search for the guest and tap Queue.
   
    
2. In the Create Action screen, tap Edit for each option. In this example, the item is food that is being delivered to the guest’s room from the Lobby.
   
    
3. Add any notes, if necessary, then tap Next.
   
   
   Pro Tip: You can add as many notes as needed.
   
   
    
4. Select the team member you want to assign this action to.
   
   
    
5. Tap Assign.
   
   
   Pro Tip: If Automatic Assignment is enabled at your location, you can tap Skip Assignment to automatically assign the Action to the next team member in rotation. If this feature is not enabled, skipping assignment will create the action without assigning it to anyone.

Assigning an Action for an item that is in storage

1. Search for the guest and tap Queue.
   
    
2. Select the item or items that are currently in storage that you need to return to the guest. then tap Next.
   
    
3. Tap Edit to select the Destination and add any necessary notes. Then tap Next.
   
    
4. Select the team member you want to assign this Action to and tap Assign to finish dispatching the task.
   
   Pro Tip: Just like in the previous section, if Automatic Assignment is enabled at your location, you can tap Skip Assignment to automatically assign the Action to the next team member in rotation.

Viewing details for existing Actions

1. If you see an orange bar on the right side of the guest row, it means that one or more actions already exist for that guest.
   
   
    
2. Tap the row to see the existing actions in the Customer Details screen so you can avoid creating duplicate Actions.
   
   
   
   Pro Tip: You can also create an action from the Customer Details screen by tapping Queue.
   

Editing an Action

Take the following steps if you need to edit information in an action such as the assigned team member or some other aspect.

1. From the home screen, tap the Actions List icon on the top right of the screen.
   
    
2. Tap the action to see the Action Details.
   
   
    
3. Tap Edit Action. You will see the same options as when creating the action from scratch.
   
   
   Pro Tip: If you simply want to reassign the action to another team member, tap Reassign at the bottom of the Action Details screen.
   
   

Splitting an Action

Sometimes, one action may have multiple items on it that need to be split into separate actions because they need to be treated differently.

1. Open the action by tapping on it.
   
   
    
2. In the Action Details screen, select the items that you want to create a separate action for and tap Split at the bottom right.
   
    
3. In the Split Action screen, add a note, if necessary, then tap Next. You will then be able to assign the action or skip assignment as normal.
   
    
4. The original action will be now split into two separate actions.
   

Pro Tip: When splitting an action, if it is a Return, you can change the Destination or other options for the item by tapping Edit.

Assigning Actions that are not yet assigned to anyone

Actions that are not assigned to anyone can be assigned by team leads after being created. Simply go to the All tab of the Actions List, tap Assign, then choose the team member that needs to do the task.

Assigning an Action to yourself

It is possible to assign an action to yourself as a dispatcher if necessary. In fact, all users (Team Leads, Team Members, or Owners) can assign Actions to themselves by tapping Start on any Action that shows it is “Not Assigned.”