It’s been a little while since our last big update, but our team has been working hard behind the scenes and we’ve got plenty of exciting things to show you! 🎉

Get ready to explore repeatable steps and action templates, both designed to save you time and keep your operations running smoothly.

✅ Set up repeatable steps to streamline tasks

Operandio now lets you create repeatable steps when building jobs. This is ideal for tasks your teams perform regularly, without creating unnecessarily long checklists or leaving steps out.

For example:

• Restaurants can set up a daily refrigeration check with a standard set of steps for all locations. If a venue has extra fridges, staff can easily repeat the step to add them to the job without recreating the checklist.
• At a family entertainment center, staff might have a checklist step to wipe down all high-touch surfaces. Some days, there are multiple zones, like the entrance, café, party rooms, and play areas that all need attention. With repeatable steps, staff can repeat the same step for each zone, recording a separate response for each area.

Repeatable steps also work with nested jobs. For example, a single goods-in record can include a nested job for each delivery, allowing staff to track multiple shipments individually while following the same structured process.

This feature is available as a toggle within step conditions when creating jobs in the Job Manager, giving you flexibility to apply it only where it’s needed.

By using repeatable steps, your teams can:

• Maintain consistent, reliable procedures across all locations
• Reduce errors and prevent steps from being skipped
• Save time by avoiding repetitive checklist creation

⚡ Action templates – fast, consistent creation

Action templates save frequently used tasks with predefined settings, such as title, priority, and assignee, making it easy for staff to raise actions without rewriting instructions or guiding team members on what information is required.

For example:

• A franchise support ticketing system. This way, the franchisee can raise an action, use the template and have all the relevant details and guidance in place. The raised action can then notify the relevant team if it falls under head office responsibilities or directly to an individual who handles franchisee queries.
• Staff can use a “Recheck temperature” template instead of typing “Please check the temperature again” each time they raise the action. Priority and details are already set.
• Teams can use a “Recalibrate equipment” template with detailed instructions and urgency level for devices that need checking.

Action templates are now available to all customers, with creation of templates restricted to administrators.

🔍 Where to find these features

• Repeatable steps are available as a condition on job steps when building jobs in the Job Manager.
• Action templates are available in the Actions area. Once the template is created, simply raise an action and pick a template.

We’re thrilled to see how these updates help your teams save time, reduce errors, and work more efficiently. Our updates will keep coming, so get used to regular improvements - you never know what’s coming next! 🚀

If you have questions or need support, reach out anytime at support@operandio.com. For tips, guides, and updates, follow our LinkedIn page.