Difference between revisions of "Housekeeping"

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(→‎SETTING HOUSEKEEPING PLANS)
(→‎Housekeeping tasks (mobile))
 
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This tool allows you to keep the housekeeping of your hotel well-organized, efficient and manageable. You have the possibility to schedule the housekeeping activities, either by applying general rules or by setting specific tasks that should be applied on certain cases. Monitoring them using your calendars is an additional plus.
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Housekeeping is a tool used to keep the cleaning of the hotel well-organized, efficient and manageable.
  
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The following directions will help you to organize your own housekeeping schedule.
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It allows the scheduling of the general housekeeping plans or setting specific tasks that should be applied on certain cases.
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Monitoring them using the calendars is an additional plus.
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A housekeeping schedule can be organized following the directions below.
  
  
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If there are housekeeping activities that are applicable to every reservation, you can set housekeeping plans as per below:
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If there are housekeeping plans that are applicable to every reservation, they can be registered following the directions below:
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'''options'''⇒ '''settings'''⇒ '''housekeeping plans'''⇒ '''new housekeeping plan'''
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[[File:hk_new_plan.png]]
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[[File:hk_new_plan_2.png]]
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'''1. Title:''' name of the cleaning plan.
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'''2. Description:''' description of the task that the housekeeping staff should perform.
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'''3. Enabled:''' by activating this option the system generates automatically the respective tasks. If a plan is not valid any more and deletion is not desired, it can be deactivated by leaving the box blank. In this case, the plan can be activated again whenever it is needed.
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'''4. Type:''' this option is related to the options no. 5-6-7. "Complete cleaning" is used for the housekeeping plans applied before the check in or after the check out, while "partial" is used for all the other tasks.
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'''5. Check in:''' it must be marked for the plans that are applied before customer's check in.
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'''6. Check out:''' it must be marked for the plans that are applied after customer's check out.
  
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Click on '''options'''⇒ '''settings'''⇒ '''housekeeping plans'''⇒ '''new housekeeping plan'''
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'''7. Interval:''' this selection sets the frequency of the cleaning plan. e.g. replacing of the towels every 2 days.
  
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[[File:New_hk_plan.png]]
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<u>Important note: Οnly ''ΟΝΕ'' of the options '''check in''', '''check out''' and '''Interval''' should be enabled.</u>
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[[File:New_hk_plan_2.png]]
 
  
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In this form you may add the following information:
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'''8. Ok:''' for saving the registration.
  
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'''Title:''' name of the cleaning plan.
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== View housekeeping tasks ==
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A list of the housekeeping tasks is available at : '''options'''⇒ '''tools'''⇒ '''housekeeping'''⇒ '''housekeeping tasks'''.
  
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'''Description:''' describe the tasks that the housekeeping staff should perform.
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Every housekeeping plan generates automatically housekeeping tasks that are available in this list. Through this, monitoring the tasks or editing them is very easy.
  
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'''Enabled:''' if you click on this, the system generates automatically the respective plan.
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The manual addition of a housekeeping task is also possible, following the steps of the next section ( Creating or editing a task).
  
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'''Type:''' select "partial" or "complete cleaning" to clarify accordingly.
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[[File:hk_tasks_list.png]]
  
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'''Check in:''' if you want to set a cleaning plan before customer's arrival.
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'''1. New housekeeping task:''' clicking on this a new task can be registered.
  
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'''Check out:''' if you want to set a cleaning plan after customer's departure.
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'''2. Show filter:''' searching with specific criteria is possible by clicking on this button.
  
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'''Interval:''' sets the frequency of the cleaning plan. e.g. replacing of the towels every 2 days
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'''3.''' Any existing housekeeping task can be edited by clicking on the respective row.
  
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<u>Important note: You have to choose only ''ΟΝΕ'' of the options '''check in''', '''check out''' and '''Interval'''.</u>
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== Creating or editing a task ==
  
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== SETTING HOUSEKEEPING TASKS ==
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'''" How to create  a task: "''' by following the steps '''options⇒ tools⇒ housekeeping⇒ housekeeping tasks⇒ new housekeeping task'''.
  
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If you want to manage each task separately, you should follow the below steps:
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'''" How to edit a task: "''' by clicking on the row of the required task in the housekeeping tasks list.
  
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Click on '''options'''⇒ '''tools'''⇒ '''housekeeping'''⇒ '''housekeeping tasks'''
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In both cases, a form like the following one is available for editing.
  
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[[File:hk_taskslist.png]]
 
  
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[[File:hk_new_task.png]]
  
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On this page you can see a list of the housekeeping tasks that come from the cleaning plans you have already set or the tasks that you have added manually. So, you can:
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'''1. Date:''' the date of the task should be defined.
  
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'''2. Room:''' the room name can be selected from the drop down list.
  
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1. Create a new housekeeping task by filling in: the planned '''date''' of the task, the name of the '''room''', the '''housekeeping plan''' which is related to, the '''status'''  and any '''notes''' that you consider important for the housekeeping staff.
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'''3. Res. id:''' the reservation id should be added here.
  
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[[File:New_hk_task.png]]
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'''4. Housekeeping plan:''' if the task is related to a housekeeping plan, this should be chosen from the drop down list.
  
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2. Edit any registered task by clicking on the respective row. A form like the following one will be appeared, so that you make the necessary changes.
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'''5. Status:''' it can be selected among the available: "not started", "in progress", "finished".
  
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[[File:old_hk_task.png]]
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'''6. Notes:''' any additional note should be mentioned here.
  
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== Mass creation of tasks ==
  
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3. Change the filters of the view, so you isolate the tasks you are interested in, e.g. by date, by room etc.
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This option is useful in case that a new rule must be applied to existing reservations.
  
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[[File:tasks_filters.png]]
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By following the steps '''options'''⇒ '''tools'''⇒ '''Mass creation of tasks'''⇒ '''Yes''', the system creates automatically all the missing housekeeping tasks for the existing reservations (confirmed or checked-in) based on the housekeeping plans.
  
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== MASS CREATION OF TASKS ==
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[[File:hk_mass_tasks.gif]]
  
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If you want to create automatically all missing housekeeping tasks for existing reservations (confirmed or checked-in) based on the housekeeping plans, click on '''options'''⇒ '''tools'''⇒ '''Mass creation of tasks'''
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After this move, the list of the housekeeping tasks must have been updated accordingly.
  
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and you will see a notification window similar to the following:
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== Housekeeping tasks (mobile) ==
  
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This tool allows another user to access the housekeeping tasks using a smartphone or a tablet.
  
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[[File:mass_tasks.png]]
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In case that an extra user is not available but is required for this case, it can be provided on extra charge (contact '''support@hoteliga.com''' for further details)
  
  
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Click on '''YES''' and wait for the confirmation window.
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=== Mobile view ===
  
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Then you can go back to the list of the housekeeping tasks and check if the new entries have been registered.
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'''Options'''⇒ '''Tools'''⇒ '''Housekeeping tasks (Mobile)'''
  
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== HOUSEKEEPING TASKS (mobile) ==
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[[File:Hk tasks mobile view1.gif]]
  
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This tool allows another user to access the housekeeping tasks using a smartphone or a tablet. You can take advantage of this tool only if you have a subscription for more than one (1) user.  
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As shown above, this view includes the daily tasks in a very simple format. The tasks are shown depending on the date.  
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The date can be selected by clicking on the arrows '''(3 & 4)'''. Also, using the filters at the top of the page '''(1 & 2)''' the view is adjusted accordingly.
  
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Thus, if you want to add another user for the housekeeping staff, follow the below steps:
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Each task is marked with a color. Each color is related to the clean status of the room.
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When a room is not clean the line is red. When the housekeeping staff starts cleaning, the user should click on the line '''(5)''' and it turns to orange. When the cleaning is over, the user should click again on the line and it turns to green. Now the room is clean!
  
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'''options'''⇒ '''settings'''⇒ '''users'''⇒ '''new user'''
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Valuable notes that helps prioritizing the tasks '''(6)''' can be available. These are appeared in the last column. They either come from the reservation notes or the housekeeping task notes. Automatically generated alerts may also appear at this column. E.g. if the room needs cleaning and an arrival is scheduled for the same date, this sign [[File:alert.png]] will be appeared to inform the housekeeping staff that this room should be cleaned with priority. By clicking on this sign, further details will be presented.
  
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[[File:user_new_form.png]][[File:user_new_form_2.png]]
 
  
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===Adding new user ===
  
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In this form you should fill in the following data:
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A new user for the housekeeping staff can be added by following the steps below:  
  
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'''User name:''' the displayed name of the user.
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'''Options'''⇒ '''Settings'''⇒ '''Users'''⇒ '''New user'''
  
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'''New password:''' the password of the account.
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[[File:user_new_form1.gif]][[File:user_new_form_3.gif]]
  
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'''Confirm new password:''' confirmation of the password.
 
  
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'''Language:''' the displayed language.
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'''1. User name:''' this name will be displayed as user's name.
  
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'''Role:''' choose "housekeeping staff"
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'''2. Enabled:''' it activates the user.
  
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'''Permissions:''' define the permissions of the user. By choosing "housekeeping staff" all the permissions are removed.
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'''3. Blocked:''' if it is checked the user is blocked, if it is blank the user is unblocked.
  
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'''4. New password:''' the password of the account.
  
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Now, the new user can have access to the tasks by following the below steps:
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'''5. Confirm new password:''' confirmation of the password.
  
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'''options'''⇒ '''tools'''⇒ '''Housekeeping tasks (Mobile)'''
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'''6. Language:''' this will be the language of the user's environment.
  
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[[File:hk_tasks_mobile_view.png]]
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'''7. Role:''' for this case "housekeeping staff" should be selected.
  
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As shown above, this view includes the daily tasks in a very simple format. The user can view the daily tasks depending on the date.  
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'''8. Permissions:''' by default, the permissions of the "housekeeping staff"  are removed as shown in the picture. If a permission is needed, then it should be checked here.
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If you want to change the date, you have to click on the arrows on the left or the right of the date. Also, you can use the filters at the top of the page, if you want to see the pending tasks or if you want to see the tasks depending on the room type.
 
  
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Each task is marked with a color. Each color is related to the clean status of the room.
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'''9. ok:''' it saves the registration.
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When a room is not clean the line is red. When the housekeeping staff starts cleaning, the user should click on the line and it turns to orange. When the cleaning is over, the user should click again on the line and it turns to green. Now the room is ready!
 
  
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The user can also have valuable notes that helps prioritizing the tasks. These are appeared in the last column. They either come from the reservation notes or the housekeeping task notes. Automatically generated alerts may also appear at this column. E.g. if the room needs cleaning and an arrival is scheduled for the same date, this sign [[File:alert.png]] will be appeared to inform the housekeeping staff that this room should be cleaned with priority. If the user clicks on this sign, he can find the related information.
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== Calendar & housekeeping tasks ==
  
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== CALENDAR & HOUSEKEEPING TASKS ==
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The clean status of each room can be shown in the calendar, if the option '''"Monitor housekeeping activities"''' is activated.
  
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If you want to view the clean status of each room in the calendar, you have to activate the option '''"Monitor housekeeping activities"'''.
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It can be activated at '''options'''⇒ '''settings'''⇒ '''basic data'''. By checking the box, the option gets enabled. 
  
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Click on '''options'''⇒ '''settings'''⇒ '''basic data'''  and then enable the option.
 
  
 
[[File:hk_monitor_activities.png]]
 
[[File:hk_monitor_activities.png]]
  
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Now, open the calendar and you can see a thumbnail next to each room name, which represents the clean status. The thumbnails are categorized as shown below:
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After this action, a thumbnail next to each room name is appeared in the calendar that represents the clean status. The thumbnails are categorized as shown below:
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[[File:hk_clean_status.png]]
 
[[File:hk_clean_status.png]]
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[[File:hk_partial_clean_status.png]]
 
[[File:hk_partial_clean_status.png]]
  
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If you click on the room name, a window opens and you can set the clean status manually by selecting the respective option of the '''"Housekeeping"''' tab. In this tab, you can also view the cleaning history of this room.
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By clicking on the room name, a window opens and the clean status can be set manually by selecting the respective option of the '''"Housekeeping"''' tab. In this tab, the cleaning history is also available next to "last cleanings".
  
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[[File:cal_hk_room_status1.gif]]
  
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[[File:cal_hk_room_status.png]]
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Every update of the clean status by the user of a mobile device, is automatically updated in the calendar as well.
  
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If a user has access to the housekeeping tasks using a mobile device, he can change the clean status and this is automatically updated in the calendar.
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== Housekeeping reports ==
  
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== HOUSEKEEPING REPORTS ==
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There are several reports related to the housekeeping tasks in the respective part of the reports section:
  
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options⇒ reports⇒housekeeping
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'''options⇒ reports⇒ housekeeping'''
  
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At this section you may find important reports that are related to the housekeeping activities.
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'''*35 Housekeeping activity:''' Depending on the selected dates the report includes the status of the housekeeping plan considering the room.
  
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*35 Housekeeping activity
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'''*018 Housekeeping tasks for period:''' Depending on the selected dates the report includes the tasks per day and room according to the housekeeping plans. Reservation and housekeeping notes are also included.
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*018 Housekeeping tasks for period
 
 
   
 
   
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*36 Housekeeping tasks per room for period  
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'''*36 Housekeeping tasks per room for period:''' Depending on the selected dates the report includes the tasks per day and room. Reservation and housekeeping notes are also included.
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*37 Housekeeping tasks per room group for period
 
  
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*34 Rooms cleanliness status
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'''*37 Housekeeping tasks per room group for period:''' Depending on the selected dates the report includes the tasks per day and room group. Reservation and housekeeping notes are also included.
  
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*83 Rooms cleanliness status by occupancy
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'''*34 Rooms cleanliness status:''' includes the daily status of the rooms. Last cleanings are also available.
  
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Based on your needs you may choose the proper one.
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'''*83 Rooms cleanliness status by occupancy:''' includes the status of the rooms based on their occupancy.
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In case you want to allocate the tasks to the housekeeping staff, but there is no possibility for an extra user or a mobile device you may print a report.
 

Latest revision as of 15:01, 28 August 2017

Housekeeping is a tool used to keep the cleaning of the hotel well-organized, efficient and manageable.

It allows the scheduling of the general housekeeping plans or setting specific tasks that should be applied on certain cases. Monitoring them using the calendars is an additional plus.

A housekeeping schedule can be organized following the directions below.


Setting housekeeping plans

If there are housekeeping plans that are applicable to every reservation, they can be registered following the directions below:

options⇒ settings⇒ housekeeping plans⇒ new housekeeping plan

Hk new plan.png Hk new plan 2.png

1. Title: name of the cleaning plan.

2. Description: description of the task that the housekeeping staff should perform.

3. Enabled: by activating this option the system generates automatically the respective tasks. If a plan is not valid any more and deletion is not desired, it can be deactivated by leaving the box blank. In this case, the plan can be activated again whenever it is needed.

4. Type: this option is related to the options no. 5-6-7. "Complete cleaning" is used for the housekeeping plans applied before the check in or after the check out, while "partial" is used for all the other tasks.

5. Check in: it must be marked for the plans that are applied before customer's check in.

6. Check out: it must be marked for the plans that are applied after customer's check out.

7. Interval: this selection sets the frequency of the cleaning plan. e.g. replacing of the towels every 2 days.

Important note: Οnly ΟΝΕ of the options check in, check out and Interval should be enabled.

8. Ok: for saving the registration.

View housekeeping tasks

A list of the housekeeping tasks is available at : options⇒ tools⇒ housekeeping⇒ housekeeping tasks.

Every housekeeping plan generates automatically housekeeping tasks that are available in this list. Through this, monitoring the tasks or editing them is very easy.

The manual addition of a housekeeping task is also possible, following the steps of the next section ( Creating or editing a task).

Hk tasks list.png

1. New housekeeping task: clicking on this a new task can be registered.

2. Show filter: searching with specific criteria is possible by clicking on this button.

3. Any existing housekeeping task can be edited by clicking on the respective row.

Creating or editing a task

" How to create a task: " by following the steps options⇒ tools⇒ housekeeping⇒ housekeeping tasks⇒ new housekeeping task.

" How to edit a task: " by clicking on the row of the required task in the housekeeping tasks list.

In both cases, a form like the following one is available for editing.


Hk new task.png

1. Date: the date of the task should be defined.

2. Room: the room name can be selected from the drop down list.

3. Res. id: the reservation id should be added here.

4. Housekeeping plan: if the task is related to a housekeeping plan, this should be chosen from the drop down list.

5. Status: it can be selected among the available: "not started", "in progress", "finished".

6. Notes: any additional note should be mentioned here.

Mass creation of tasks

This option is useful in case that a new rule must be applied to existing reservations.

By following the steps options⇒ tools⇒ Mass creation of tasks⇒ Yes, the system creates automatically all the missing housekeeping tasks for the existing reservations (confirmed or checked-in) based on the housekeeping plans.

Hk mass tasks.gif

After this move, the list of the housekeeping tasks must have been updated accordingly.

Housekeeping tasks (mobile)

This tool allows another user to access the housekeeping tasks using a smartphone or a tablet.

In case that an extra user is not available but is required for this case, it can be provided on extra charge (contact support@hoteliga.com for further details)


Mobile view

Options⇒ Tools⇒ Housekeeping tasks (Mobile)

Hk tasks mobile view1.gif

As shown above, this view includes the daily tasks in a very simple format. The tasks are shown depending on the date. The date can be selected by clicking on the arrows (3 & 4). Also, using the filters at the top of the page (1 & 2) the view is adjusted accordingly.

Each task is marked with a color. Each color is related to the clean status of the room. When a room is not clean the line is red. When the housekeeping staff starts cleaning, the user should click on the line (5) and it turns to orange. When the cleaning is over, the user should click again on the line and it turns to green. Now the room is clean!

Valuable notes that helps prioritizing the tasks (6) can be available. These are appeared in the last column. They either come from the reservation notes or the housekeeping task notes. Automatically generated alerts may also appear at this column. E.g. if the room needs cleaning and an arrival is scheduled for the same date, this sign Alert.png will be appeared to inform the housekeeping staff that this room should be cleaned with priority. By clicking on this sign, further details will be presented.


Adding new user

A new user for the housekeeping staff can be added by following the steps below:

Options⇒ Settings⇒ Users⇒ New user

User new form1.gifUser new form 3.gif


1. User name: this name will be displayed as user's name.

2. Enabled: it activates the user.

3. Blocked: if it is checked the user is blocked, if it is blank the user is unblocked.

4. New password: the password of the account.

5. Confirm new password: confirmation of the password.

6. Language: this will be the language of the user's environment.

7. Role: for this case "housekeeping staff" should be selected.

8. Permissions: by default, the permissions of the "housekeeping staff" are removed as shown in the picture. If a permission is needed, then it should be checked here.

9. ok: it saves the registration.

Calendar & housekeeping tasks

The clean status of each room can be shown in the calendar, if the option "Monitor housekeeping activities" is activated.

It can be activated at options⇒ settings⇒ basic data. By checking the box, the option gets enabled.


Hk monitor activities.png

After this action, a thumbnail next to each room name is appeared in the calendar that represents the clean status. The thumbnails are categorized as shown below:


Hk clean status.png Hk full clean status 2.png Hk partial clean status 2.png Hk full clean status.png Hk partial clean status.png

By clicking on the room name, a window opens and the clean status can be set manually by selecting the respective option of the "Housekeeping" tab. In this tab, the cleaning history is also available next to "last cleanings".

Cal hk room status1.gif

Every update of the clean status by the user of a mobile device, is automatically updated in the calendar as well.

Housekeeping reports

There are several reports related to the housekeeping tasks in the respective part of the reports section:

options⇒ reports⇒ housekeeping

*35 Housekeeping activity: Depending on the selected dates the report includes the status of the housekeeping plan considering the room.

*018 Housekeeping tasks for period: Depending on the selected dates the report includes the tasks per day and room according to the housekeeping plans. Reservation and housekeeping notes are also included.

*36 Housekeeping tasks per room for period: Depending on the selected dates the report includes the tasks per day and room. Reservation and housekeeping notes are also included.

*37 Housekeeping tasks per room group for period: Depending on the selected dates the report includes the tasks per day and room group. Reservation and housekeeping notes are also included.

*34 Rooms cleanliness status: includes the daily status of the rooms. Last cleanings are also available.

*83 Rooms cleanliness status by occupancy: includes the status of the rooms based on their occupancy.

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