Take Control/Release

Owned by Eric Dobyns (Unlicensed)
Last updated: Sept 22, 2017 by Rose Eliff (Unlicensed)
4 min read

Summary

The Take Control/Release function enables a user to take control of a location (table, counter, etc.) that another user is attached to. It can be used when a server needs the assistance of a manager, for example. Both users have access to the session and both can perform certain operations such as adding items to the check. When the user with control performs certain critical operations, though - submitting an order, performing adjustments, taking payments - the original user is locked out of the session while these actions are performed. 

Allowable actions are managed through the Job permissions assigned to a user. With the appropriate permissions, when a user is locked from a session, they may be able to take control, detach from the location or log out. Alternatively, a user may give up control by releasing the session. This returns control to the original user. 

Note:

Multiple devices can be attached to a table and order at the same time. Tables update in real time, so other users will also see any changes made by other users to the table and check.

Configuration

Permissions

To set permission for a user to take control/release a session, go to the "Jobs and Labor Categories" page in Enterprise Content Management. In the "Jobs" tab, click the  icon next to a job to edit its permissions.

Check the box next to the permission "Allow user to override a locked location" to apply it to a job. 

Users & Jobs

After the permission has been applied to a job, assign the job to a user to grant them the selected permission: 

  • Click the  next to a user to edit their configuration.
  • Check the box next to a job to assign the job to the user.

Save settings and publish to the site. 

Operation

Location Menu

Note:

To take control of a session, tap Take Control from the Location Menu.

If the user is assigned to a job with permission to override a locked location, Take Control can be tapped to take control of the location.

If the user is not assigned to a job with permission to override a locked location, Take Control will be disabled (grayed out) and cannot be activated.

Session Locked

When two users are attached to the same location and a user takes control of the session, a user can take control, log out, detach from the location or clean the screen.

  • Allowed to override a locked location:

    • If the user is allowed to override a locked location, the button will read "Take Control."
    • Tap to take control of the attached location.

  • NOT allowed to override a locked location

    • If the user is not allowed to override a locked location, the button will read "Log Out." Tap to log out as a user.
    • To reattach to the location, the user must wait for the session to be released.














  • Detach From Location

    • The user will detach from the table.

  • Clean Screen

    • Tap "Clean Screen" to display a black screen with no functionality available, allowing the user to clean the screen.


Related Articles:

Location Menu

Users Tab - archive

Job Permissions