Features and Improvements - ECM Release 2021-06-30 (191.2)

Owned by Rose Eliff (Unlicensed)
Last updated: Jul 01, 2021Version comment
4 min read

  

Issue No. 
Summary
Operation 

Dispatch Dashboard - Login access and validation for expired or unauthorized login

This describes only the ECM configuration. The POS application will be available in an upcoming NorthStar App/Server release. 

Optional feature - Requires Account Application Access

The Dispatch Dashboard is an NSOE application. Application access must be enabled for the account. 

Please contact your NorthStar representative to have this application enabled for your account.

OE-16127




Dispatch Dashboard: Login access and validation; expired and unauthorized login




The dispatch dashboard is a web application that can be used to view and manage online/phone orders from one dashboard for efficient expediting and order management. When completed, the dashboard web page will display all open (non-finalized) orders and their current state. Staff and guests will have the ability to communicate via text message. Text messages can be preset for easy selection. 

For more information, see Features and Improvements - ECM Release 2021-05-10 (175.2). 

This describes only the ECM configuration. The application will be available in an upcoming NorthStar App/Server release. 

Dispatch Dashboard login and validation 

The following improvements were made regarding conditions that affect access to the Dispatch Dashboard application: 

  • CONDITION: Dispatch Dashboard app is open in a browser, and user attempts to access Dispatch Dashboard in another tab or browser window,
    RESULT: The user is redirected to the ECM login page to log in again.

    • Only authorized users can access the Dispatch Dashboard application. Permission is granted by Role (see Roles) and by Job.

  • CONDITION: After 24 hours, the token allowing access to Dispatch Dashboard expires
    RESULT: User is redirected to the ECM login page to log in again to access Dispatch Dashboard.

  • CONDITION: User attempts to access Dispatch Dashboard and does not have permission to access OR Dispatch Dashboard is disabled for the account
    RESULT: User is redirected to error page.

Receipts: Setting to print loyalty rewards summary 

OE-16228ECM: Receipts - Add setting to print loyalty rewards on a receipt

Path: Sites > Receipts > General tab

Added setting to Other Customizations: Print loyalty rewards on receipt 

When selected, a loyalty rewards summary is printed on the receipt if the guest is part of the loyalty program. 

See Receipts - General for more information. 

ECM Report: Server Sales and Tips report


OE-15838


OE-16130

ECM - Add Server Sales and Tips report 


Export Server Sales and Tips report in EXCEL, PDF & CSV







The Server Sales and Tips report provides sales and tips information by employee.

  • The report can be run for one or more sites and for a range of one or more business dates. 

  • Report can be exported to Excel, PDF or CSV format.

The following information is included per employee for the date range selected: 

  • Emp. Name - Name of the employee

  • Gross Sales - Total gross sales 

  • Net Sales - Total net sales 

  • Sales Tax - Total sales tax 

  • CC Tips - Tip amounts collected on credit cards, alternate payments and gift cards

  • CC Sales w/Tips - Total of credit card/gift card/alt payment with tips

  • Total # of Checks - Total number of checks (Assumes some transactions had a cash tip which cannot be accurately tracked.)

  • Total # of Checks w/Tips

  • Avg. Tip $ - Based off oft number of charged CC/GC/ALT payments on checks. Equals the total dollar amount of tips divided by number of checks WITH tips on them. Not a total charged tips divided by TOTAL number of checks. Formula: total tips/no. of check with tips

  • Avg. Tip % - Charged tips/check payments with tips

ECM Report: Time Record Details report

OE-16035ECM Report: Time Record Details report 

The Time Record Details report reflects each employee clock-in, clock-out (including breaks) and adjustment to employee time records. The report can be run for one or more sites and for a range of one or more business dates.

See Time Record Details report for more information.

In this improvement, time record adjustments, breaks and break adjustments can be expanded to show the detailed record of the adjustment, including: 

  • Record Type (Adjustment, Paid Break, Unpaid Break, Break Adjustment)

  • Clock-in Before Adj.

  • Clock-in After Adj.

  • Clock-out Before Adj.

  • Clock-out After Adj.

  • Break Type Before Adj.

  • Break Type After Adj.

  • Job Before Adj.

  • Job After Adj.

  • Adjusted By

  • Reason (Adjustment Reason)

  • Date/Time Adj.

  • Record Deleted

  • Acknowledgment

Expanded record detail for time record adjustments: 

ECM documentation: Enterprise Content Management (ECM) (New features may be in progress.)