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<embedvideo service="youtube">https://youtu.be/AxPfVUxXNbA</embedvideo>
<span style="color: #f3e504019cde; font-size: 250150%;" “ >{{#fas:lightbulbinfo-circle}} </span> If you are using the old version of the dashboard click on the "Try it" link. If you want to change back to the old version click on the hamburger menu and then on "Original Dashboard".
== Manage from CALENDAR ==
== Reports ==
Standard Reports
Under REPORTS there are several reports which are designed to manage cleaning and housekeeping.
=== Custom report to Assign Units for Housekeeping to specific Cleaner ===
This report can be used to assign a Properties/Rooms/Units to a specific Cleaner.
1. In the account that will assign the housekeeping of the units either manually or automatically (auto actions). Create Unit Status that will be used, i.e. Cleaner name/company.
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > UNIT STATUS
Enter the Unit status required, i.e. the cleaner name, company (the identifier)
Enter each value on a separate line, you can add a colour if required, check the (?) context help for details.
*Cleaner1
*Cleaner2
*Cleaner3
*ToBeAssigned
*Ready
*Action Required
2. Go to REPORTS > CUSTOM REPORTS
Create a New report or update an existing report.
Select the Report Name.
*Checkin from = Today
*Checkin to = 2 days (timeline you require)
*Status = All not cancelled.
*Template Variables [UNITSTATUS1] equal [Cleaner1]
*Select the fields that you want to show on the report/dashboard.
<span style="color:#007bff; 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
Click on the Button 'Clone Account Settings'
*Select the Account that created the Housekeeping Report
*Select the Cleaner Sub Accounts from the List.
*Scroll down to Control Panel Calendar > Unit Status Values and tick the box.
*Scroll down to Settings > Custom Reports. Tick the the Report (you will need the report number) to each of the Cleaners accounts.
Scroll back to the top of the page and click 'COPY'.
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.
*Set ROLE = Admin. Click Save.
*Click 'Login to Account'.
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > UNIT STATUS
Enter the Unit status required, i.e. the cleaner name, company (the identifier)
Enter each value on a separate line, you can add a colour if required, check the (?) context help for details.
*Cleaner1
*Cleaner2
*Cleaner3
*ToBeAssigned
*Ready
*Action Required
Go to REPORTS > CUSTOM REPORTS > edit the Housekeeping Report
Scroll down to
*Template Variables - change the value = CleanerXXX
Template Variables [UNITSTATUS1] equal [Cleaner1]
*Save the report
Go to DASHBOARD and click on the Padlock to unlock the Dashboard, check [[:Category:Dashboard#Customize_Dashboard|instructions]] for details.
*Select the new report that you have just created/cloned.
*Format the Dashboard as you need.
Go to {{#fas:user}} 'User' icon on the top right and then ACCOUNT MANAGEMENT and for this Cleaner account set the ROLE = Cleaner.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Do this for each of the cleaner accounts.
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.
Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > AUTO ACTIONS
Click on "Create New Action" to set up a new auto action.
Trigger tab
*Property
*Room
*Exclude Room Id's (can be used to refine the assignments)
*Unit (can be used to refine the assignments)
*Trigger Event = Check-out
*Trigger Time = Immediate
*Trigger Window = 1 day
*Booking Status = All but not cancelled
Booking tab:
*Execution = One time only
*Change Room Unit Status = Select the 'Cleaner number/name'
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.
Go to CALENDAR go to the Property/Room/Unit
*Set the 'Unit Status' = to the Cleaner number/name.
Then in the report on the Cleaner Dashboard they will see the list of apartments that are assigned to them.
If appropriate the Cleaner can then use the Housekeeping Module on the dashboard to update the unit that it has been cleaned, by updating the Unit Status.
== Automation ==
