Lesson #4 Assign Housekeeping Jobs for Rooms in Optii

Hello Optii Users!

This lesson covers effective housekeeping room management in Optii. You'll learn how to assign and track housekeeping jobs, manage your team on the Timeline, and ensure rooms are cleaned to the highest standards—helping your hotel run more efficiently.

By the end of this lesson, you'll be able to assign and manage housekeeping jobs, configure room attendants and inspectors on the Optii Timeline, and track job progress in real time—for departures, stayovers, and other task types.

Whether you're just beginning your journey with Optii or looking to refine and enhance your current processes, this guide will provide you with all the essential knowledge and practical skills you need to manage your housekeeping operations with unparalleled effectiveness. Let's get ready to transform your room management!

🎥 Click below to watch this tutorial video!

Written Lesson

Step 1. Adding Housekeeping Team Members to the Timeline:

• Change to Timeline View: Switch your Job View from "Status" to "Timeline."
  
  
• Add Team Members: You'll see three options:
  • All Team Members: Your entire team, scheduled or not.
  • On Timeline: Team members on today's roster.
  • Not on Timeline: Team members not on today's roster.
    
    
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• Select Team Members: Check the box next to each team member's name you want to add to today's roster.
• Input Details: Enter the Start and End Time, Credit, and/or assigned locations for each team member.

• Review and Update: Optii displays the total users added, credits, and working hours. Click the blue "Update" icon to finalize.
  
  
  
  
• Timeline View Display: You'll be directed to the Timeline view, showing the selected users.
• Adding/Removing Team Members: Use the "Team Members" button (upper right corner) to add or remove people from the roster.

Step 2. Assigning Rooms to Room Attendants:

• View Unassigned Jobs: Click "View Unassigned jobs."

• Understanding Color Codes: Optii uses color codes to indicate room status:
  • Orange: Departure
  • Green: Stayover
  • Purple: Turndown
  • Blue: Touch-up
  • Red: Correction

• Select Rooms: Check the boxes of the rooms you want to assign to a room attendant. Optii updates the number of credits and duration selected.
• Assign to Attendant: Select the room attendant's name.
• Automatic Assignment: Optii assigns the selected rooms to the attendant. The assignments appear on the team member's workload (right side of screen) and the timeline.
• Repeat: Continue assigning rooms until all jobs are assigned. Optii will notify you when there are no unassigned jobs.

Timeline View Options:

Learning the different Timeline View options in Optii is key to efficiently managing your housekeeping team's workload.

The Optii Timeline offers two display modes: the Simplified View and the Detailed View.

Reassigning or Unassigning Tasks:

• To reassign or unassign a task, click the three-dot menu (⋮) next to the room card and select the desired option.

Rushing Rooms:

• After assigning rooms, use the Rush feature to prioritize rooms that need to be cleaned first (e.g., Vacant Dirties (VDs), VIPs, and early arrivals).

• A red person icon on the job card indicates a rushed room.

🚀 Congratulations on completing this lesson! You've taken another step on your learning journey.  We hope you found the material engaging and informative.  Keep up the great work, and we look forward to seeing you in the next lesson!