Queue Report (Drive-Thru Monitor)

The following article will show you how to set up a queue report.

Definition

In PantrySoft, a Queue report is how you monitor visitors going through a two-stage check-in process (i.e., visitors check in with an intake employee. A packing employee in the back sees their order and packs it. A check-out employee hands them their order and it's marked "fulfilled.")

"Drive-In" Queue Reports. Here's a typical "drive-thru" case for the queue report. Visiting cars form a line at the drive thru window. A staff member walks up to everyone in the line in turn and gets their order on a tablet (the make a visit record and optionally attaches items). As soon as they enter that order, the kitchen monitoring the Queue Report sees the order and packs their bag. Finally, when the customer drives up, the check-out person hands them their bag and marks the order (visit) "fulfilled" so it drops off of the Queue Report. The visitor drives away, and the interaction is complete. 

The Queue Report updates itself in real time to allow "packers" monitoring the report to see new visit orders as they're added.

Setting up a Queue (Packing / Kitchen) User

You can create a User / Login to automatically land on the Queue report upon signing in. Perform the following steps to set up a User account as a dedicated Queue monitor:

1. Create a New User
   While signed on as an admin, go to Setup->Users. Click New User.
   
   
2. Select Kiosk Staff
   Assign it the Kiosk Staff main role.
   
   
3. Select Queue role
   Select the Queue additional role.
   
   
4. Save and Exit

Monitoring and Using the Queue Report.

In a typical Queue-style workflow, "Packing" Users  will login with a Queue User role (see above) and keep this report showing at all times. Visit orders will appear on the screen as another employee creates them. Then the packing person will pack the order and mark them fulfilled.

Perform the following steps as the packing person using the Queue Report:

1. Login
   Log in as a Queue (Packing/Kitchen) User
   
   
2. Monitor
   Watch the orders appear as they're created by other Users.
   
   
3. Pack / Assemble
   Pack / assemble the order.
   
   
4. Fulfill
   Fulfill the order.
   
   
5. Verify the Fulfillment
   Check the Fulfilled checkbox and click Fulfill Visits. You'll see the order disappear off the report.

Modifying the Queue Report

There are two "tweaks" an admin can make to the Queue Report. You can add specific Visit Questions to the report, and under special circumstances you can include a household member age breakdown on the report.

Adding Visit Questions to the Queue Report

Perform the following steps to add Visit Questions to the Queue Report:

1. Find a Question
   Go to Setup->Visit Questions and Edit a Question.
   
2. Show on Queue
   Click "Include on Inventory Reports"
   
3. Save and Exit
   Queue Reports will now show this question and its answer on the report.
   
   

Adding Household Age Counts to Queue Report

You can add household age-breakdowns to the Queue Report, but currently only under special circumstances.

Admins sometimes set up their kiosk and storefront intakes to gather only anonymous additional Household Members. These anonymous household members are nameless and distinguished only as a broad age category: Child | Adult | Senior. If you're using this feature to create household members, you can set these household members to appear on the screen in the same categories.

(NOTE: We plan to change this feature in the future so that it doesn't require the use of this kiosk/storefront feature and can report age breakdowns regardless of your Kiosk/Storefront settings).

Perform the following steps to add an age breakdown to the Queue report:

1. Go to Kiosk Settings
   Go to Setup->Kiosk Settings.
   
   
2. Verify You're in "Count" Mode for Additional Household Members
   Change Household Member Widget Type setting to "Count".
   
   
3. Save and Exit
   Queue Reports will now have a Child, Adult, and Senior count-column