Floor Plan — Add your Room Types Credits, Duration & Checklist (for Housekeeping)

Learn how easy it is to Add your Room Types Credits, Duration & Checklist (for Housekeeping)

Accurately representing your room types credits, duratoin and checklist is crucial for efficient housekeeping scheduling and resource management. This article provides a step-by-step guide on how to add your Room Types Credits, Duration & Checklist (for Housekeeping)

Step 1 Adding a New Room Type:

1. Access Floor Plan Settings: Navigate to "Settings" and select the "Floor Plan" tab in the left-hand menu.

Step 2 Add Room Type

Open Room Types: Click on the "Room Types" tab within the Floor Plan section. This will display all currently saved room types. To add a new one, click the blue "Add Room Type" button.

• Click on the "Room Types" tab on the Floor Plan
• You will see all the current room types saved in the system.
• Click on the "Add Room Type" button in blue to add a new room type.
• Click on the pencil icon next to an existing room type to edit it.

Step 3 Define Room Type Details

Define Room Type Details: For new room types, provide the following information:

• • Name: A clear and descriptive name for the room type (e.g., "King Suite," "Double Queens," "Ocean View").
  • PMS Code: The corresponding code used in your Property Management System (PMS). This is crucial for synchronization.
  • Note (Room Type Description): A brief description of the room type, including any relevant details (e.g., "10 pax," "Balcony Setting," "Spa setting").

Step 4 Add HK Credits & Checklist:

• • Credits: select the desired credit for each of your housekeeping jobs for example departure, departure inspections, stayovers, stayovers inspections, touch up, turndown, check, correction.
  • Duration: select the desired duration for each of your housekeeping jobs for example departure, departure inspections, stayovers, stayovers inspections, touch up, turndown, check, correction.
  • Checklist: select the desired checklist for each of your housekeeping jobs for example departure, departure inspections, stayovers, stayovers inspections, touch up, turndown, check, correction. To learn more about checklist click here.
    • Note: if you do not need a checklist for a particular job you can leave the checklist blank.

Save New Room Type: Click the blue "Add" button in the bottom right corner. The new room type will now appear in your floor plan and be available for association with specific rooms, credits, duration and checklist.

Step 4 Editing an Existing Room Type and the respective HK Credits & Checklist:

1. Access Floor Plan Settings: As with adding, go to "Settings" and then click on the "Floor Plan" tab.
2. Open Room Types: Click the "Room Types" tab. You'll see the list of existing room types. To edit one, click the pencil icon next to the room type you wish to modify.
3. Modify Room Type Details: Update the name, PMS code, or description as needed.
4. Modify HK Credits & Checklist Details: Update the credit, duration, and checklist to your desired selection.
5. Save Changes: Click the "Update" button (or similar) to save your modifications.

Step 5 Assigning a Room Type to a Room:

1. Add or Edit a Location: Add Location or to edit click on the desired room number on the floor plan.
2. Add or Edit Room Details: In the room details view that appears on the left-hand side, click the pencil icon.
3. Choose Room Type: Select the appropriate room type (associated with the correct PMS code) from the dropdown menu.
4. Add or Update Room Assignment: Click the blue "Add" or "Update" button at the bottom of the page to save the room type assignment.

Congratulations! You have successfully learned how to add, edit, and assign HK Credits & Checklist within your Optii floor plan settings. This will help ensure accurate representation of housekeeping credit, duration and brand standard process for cleaning rooms and facilitate effective management for productivity and quality standards.

Would you like to learn more? 

If you would like to learn more about Optii, please check out our Optii learning center today at help.optiisolutions.com

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Do you have any questions about Optii? Please contact your success manager today at help@optiisolutions.com