Create service orders

Many options for creating a service order have been automated for you. Issues have already been assigned a default priority and business rules ensure the order is routed to the correct staff or team. You only need to specify the issue and room or equipment.

To create a service order

  1. Select the room or equipment using one of the following:
    • Click to the right of Room/Equipment and scroll through the list. Click to select.
    • Enter full or partial keyword and select from the resulting list.
  2. Click Next
  3. Select the issue using one of the following:

  • Scroll through the available list. Click Move to Selection arrow to the right of an issues to select the issue or amenity and move it to the Selected column.
  • Enter issue keyword, full or partial, in Available search, then click Move to Selection arrow to the right of the Issue to move it to the Selected column.

  1. Once in the Selected column changes can be made and or remarks added. If amenities are selected, you can adjust the quantity.

If more than one issue is reported, continue using one of the above methods until all issues are included.

A maximum of 20 issues or amenities can be selected per order.

  1. Click Next
  1. Select the issue using one of the following:
    • Click to the right of the Issues. Scroll through the list to find the issue. Click to select.
    • Enter a few letters of a keyword and select from the resulting list.

Select only one issue for multiple rooms, locations, or equipment.

  1. Click Next.
  2. Select the room or equipment using one of the following:

  • Enter room or equipment keyword, full or partial, in Available search, then click Move to Selection arrow to the right to move it to the Selected column.
  • Scroll through the available list. Click Move to Selection arrow to the right of a room or equipment to move it to the Selected column.
  • In the Available column, select Checkbox to the left of all rooms or equipment to be included. Then click Arrow to move selected items to Available column in the bar at the bottom of the page to move to the Selected column.

  1. Once in the Selected column, add remarks if necessary.

A maximum of 20 orders can be created.

  1. Click Next.

Review orders to be created.

Additional actions:

  • Add a Remark.

Use these additional actions as needed. Make selection from the bar at the bottom of the order:

  • Assign  Assign to a user or team.
  • Add Parts.
  •  Defer to a future date and/or time.
  • Set Recurring.
  • Schedule Follow Up. This is in addition to Set Follow Up business rules.
  • Add attachmentsAdd Attachments.
  • Inactive toggle Click Resolved toggle on guest orders.
  • Change requester on single order Change Requestor

When creating multiple orders, that is for the same location or a single order for multiple rooms or locations, you have the option to select actions with each order individually, select more than one order, or click Select All. Choose actions from the bar at the bottom of the screen:

  • Assign multiple selected orders Assign to a user or team.
  • Add parts to multiple selected orders Add Parts.
  • Add remark to multiple selected orders Bulk Remarks
  • Defer multiple selected orders Defer to a future date and/or time.
  • Set recurrence on multiple selected orders Set Recurring.
  • Resolve multiple selected orders Mark as Resolved
  • Set followup for mutiple selected orders Schedule Follow Up. This is in addition to Set Follow Up business rules.
  • Add attachments to multiple selected orders Add Attachments.
  • Change requester on multiple selected orders Change Requestor

Follow management guidelines when making selections.

  • Add a Remark.

Use these additional actions as needed. Make selection from the bar at the bottom of the order:

  •  Assign to a user or team.
  •  Defer to a future date and/or time.
  • Schedule Follow Up. This is in addition to Set Follow Up business rules.
  • Change requester on single orderChange Requestor if creating an order on behalf of another team member.

When creating multiple orders for same location, you have the option to select actions with each order individually, select more than one order, or click Select All. Choose actions from the bar at the bottom of the screen:

  • Assign multiple selected orders Assign to a user or team.
  • Add remark to multiple selected orders Bulk Remarks
  • Defer multiple selected orders Defer to a future date and/or time.
  • Set followup for mutiple selected ordersSchedule Follow Up. This is in addition to Set follow Up business rules.
  • Change requester on multiple selected orders Change Requestor if creating bulk orders on behalf of another team member.

Follow management guidelines when making selections.

  1. Click OK - Save to save.

Transportation orders need two locations. The Origin or pick-up location, and the Destination or delivery location. Package or luggage pickup and delivery are most common. Transportation orders may include shuttle services for guests inside and outside the property.

  1. Enter the Room or Equipment. Enter a keyword and select from the list. The selection becomes the Origin location.
  2. Click Next
  3. To select the transportation issue enter the issue keyword (full or partial) in Available search.
  4. Click Move to Selection arrow to the right of the Issue to move it to the Selected column.

  1. In the Selected column, enter Destination location.

  2. Click Next
  3. Review the order.
  4. Click Save to save.

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Create guest order

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