Cleaning and Housekeeping: Difference between revisions
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2. Go to REPORTS > CUSTOM REPORTS | ''' Step 2. '''Go to REPORTS > CUSTOM REPORTS | ||
Create a New report or update an existing report. | Create a New report or update an existing report. | ||
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<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | <span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> For each of your Cleaner accounts, you will need to clone the report and make some adjustments before they can use it for their specific information. | ||
3. Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS | '''Step 3.''' Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS | ||
Click on the Button 'Clone Account Settings' | Click on the Button 'Clone Account Settings' | ||
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4. For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | '''Step 4. '''For each Sub Account, you will need to adjust the details in the report and update their Dashboard. To do this you will need to temporarily change the Role = Admin | ||
Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT > LIST ACCOUNTS click 'Manage Account' for the Cleaner account. | ||
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5. Setup the Auto Actions to automatically assign the Cleaner to the Properties/Rooms/Units. | '''Step 5.''' Setup the Auto Actions to automatically assign the Cleaner to the Properties/Rooms/Units. | ||
You can then use Auto Actions to automatically assign the Housekeeping to the appropriate cleaner, if it is by Property, Room ids, Units, these can be set in the Auto Action Trigger. | You can then use Auto Actions to automatically assign the Housekeeping to the appropriate cleaner, if it is by Property, Room ids, Units, these can be set in the Auto Action Trigger. | ||
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Repeat this for each Property/Room/Unit/Cleaner. | Repeat this for each Property/Room/Unit/Cleaner. | ||
6. Manually change/assign - If you need to adjust the details for one apartment/property due to change in Cleaner or sickness etc. | '''Step 6. ''' Manually change/assign - If you need to adjust the details for one apartment/property due to change in Cleaner or sickness etc. | ||
Go to CALENDAR go to the Property/Room/Unit | Go to CALENDAR go to the Property/Room/Unit | ||