Issues

A service order is the most common type of issue. Examples of service orders include the following:

• A sink needs a faucet replaced.

• A lamp bulb is out.

• The TV in a guestroom doesn't work.

• The air conditioning in the function room is not cooling.

An incident candidate is always associated with guest reporting, and often reflects something that should have been addressed before the guest arrived and reported it. Examples of incidents include:

• The entry light in the room is out.

• The bathroom sink is not draining.

• No a/c.

If an incident candidate is reported by staff, it is identified as a service order.

Use Transportation orders for any pickup and delivery of items, such as luggage, newspaper, or packages. Also use them If your property provides shuttle service, either within the property, for example from lobby to tennis courts, from golf club to lobby, or around the area, such as airport transfers.

Creating a transportation order issue is like creating a standard service order issue. However, staff will be prompted to enter two locations: an origination location and a destination location.

Delivery orders are different from other issues. Instead of steps, you add amenities, defined in Cost/Amenities, that can be delivered to both guests and staff. Examples include rollaway beds, cheese plates, VIP amenities, whiteboards, and so forth.

An inspection can be carried out on a guestroom or on any other room you have defined, for example, any meeting room, the pool area, the fitness center. An inspection includes steps to be completed as part of the issue.

PM orders require steps to be added, which, when followed, allow a user to properly perform scheduled preventive maintenance following exact processes. The user working on the PM issue is required to do each step before completing the PM issue.

Round issues are unique from all other issue types, as a round groups a selection of other issues, or sub-issues, together. Whoever responds to the round works on the sub-issues and their respective steps. This ensures anyone who completes a round is following the same process. A round issue could be a daily pool and spa check and might include a sub-issue for each. Kitchen PMs could be created as rounds, and engineering would complete one kitchen before moving on to the next. This is an efficient way to make sure all the work is done. Consider making safety checks or inventories as rounds. Each round must have one or more sub-issues, which are often, but not always, PM Orders or Inspections.

The search, sort, filter, and column chooser are tailored for each module or tab. All features might not be available.

Click Collapse Navigation Pane () in the left sidebar to collapse the menu. The menu icons remain visible. Hover over an icon to display its label.

Click Navigation Pane () in the left sidebar to expand the menu.

The Operations and Configuration modules expand to display all columns. Use the horizontal scroll bar at the bottom to navigate.

If the current module view is customized, the horizontal scroll bar is inactive. To activate the horizontal scrolling feature:

1. Click the Column Chooser ().

2. Select Reset Columns. The horizontal scroll bar displays at the bottom of the page.

The horizontal scrolling feature is available in any Operations or Configuration modules, but it is not required.

Click Refresh () to view the most current information.

In the Search box, enter a keyword, full or partial, and then click Search (). Some lists have an arrow to the left of the Search box that you can use to further narrow the search.

Click any column header to sort the values in that column in ascending or descending order. Note that column headers are not displayed in the above image.

Use the column chooser to customize your view by adding or removing columns, so that you have just the information you need.

1. Click and select Column Chooser. () The Column Chooser menu displays.

2. To remove a column, click the column header, drag it to the Column Chooser menu, and release. Continue until you have customized the view the way you want it.

3. Click X to close the Column Chooser menu.

Reset view

When you want to reset the columns to their original state, do the following:

1. Click Column Chooser () and select Reset Columns.

2. Click OK () to confirm.

Click Column Chooser (). A dashed rectangle displays above the list headers with instructions to 'Drag the column header to group by that column'. When you drag a column header, the grouped entries display collapsed and in ascending order.

1. Click Expand to expand the selected column .

2. Click Collapse to collapse the selected column.

Click Download () to download the list to an Excel spreadsheet.

Each list view has its own filters. Use the filters to select and customize to focus on a specific group of data, such as a specific order type, status, location, and so forth.

1. Click Filter Builder ( ) to open.
2. Click a filter.
3. Select parameters.
4. Repeat steps 2 and 3 as appropriate.
5. Click OK (). The list is updated based on the selected filters.

6. Click Clear Filter () to remove filters.

1. Select the checkbox to the left of one or more items in the list.
2. Use the options at the bottom of the page to bulk edit the selected items.
   • Edit ()
   • Delete ()
   • Reschedule () in Schedules module

3. Click OK () to confirm.