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      Lesson #5 Navigating the Timeline View

      Discover how to navigate and optimize the timeline view for smoother and more efficient Housekeeping operations!

      Hello Optii Users,

      Get ready to transform how you manage your housekeeping operations! We're absolutely delighted to welcome you to this essential lesson, where you'll discover how to navigate and fully optimize the powerful Timeline View within Optii Housekeeping for smoother and more efficient operations.

      We know that having a clear, real-time overview of your team's progress is key, and this guide is meticulously crafted to empower you with the knowledge and skills to leverage the Timeline effectively every single day.

      Who is this for?

      • General Managers or Hotel Managers
      • Director or Housekeeping Managers
      • Assistant Housekeeping Managers or Senior Supervisors
      • Optii Hotel Champion

      Lesson Details:

      Format: Video Tutorial

      Duration: 4 minutes 

      Format: Written Lesson

      Estimated Reading time: 7 to 10 minutes

      What you will learn?

      • Access the Timeline View: Learn how to easily open the Timeline from your Optii dashboard.
      • Navigate Dates for Planning: Understand how to view current or future dates to proactively schedule and support your team.
      • Switch Between Views: Differentiate between the "Simplified View" for quick overviews and the "Detailed View" for in-depth performance insights.
      • Adjust Timing Increments: Customize the refresh rate to 5, 15, or 60 minutes to match your operational focus.
      • Interpret Screen Elements: Understand the significance of the current time display, the red line (simulating Move Around Time), and gaps between room cards.
      • Utilize the Rooms Tab: Access detailed room information, filter for specific rooms, and view associated jobs.
      • Filter and Customize Your View: Learn to apply filters by Locations, Departments, Roles, or team members, and use the full-screen option.
      • Identify Unassigned Jobs: Quickly see how many guest rooms are yet to be cleaned and how many tasks of each type are pending.
      • Monitor Pending Inspections: Check the status of inspections and manage your inspectors.
      • Manage Your Roster: Assign or unassign team members directly from the roster button.

      We can't wait to see how these insights help you streamline your daily operations and boost your team's efficiency!

      🎥 Click below to watch this tutorial video!

       

      Written Lesson

      Mastering the Optii Timeline View: Your Guide to Smarter Housekeeping

      Discover how to navigate and optimize the timeline view for smoother and more efficient Housekeeping operations!

      Getting Started: Opening the Timeline

      To access the Timeline, it's super simple!

      1. Click the purple drop-down menu next to "Jobs."
      2. Select "Timeline."

      Once the Timeline is open, you'll immediately notice some key options in the top left corner: Dates, Type of View, and Timing.

      Dates: Planning Ahead

      • By default, the Timeline displays today's date.
      • You can easily click the date to select future dates. This allows you to proactively schedule your team and ensure your morning crew has a smooth start!

       

      Types of Views: Simplified vs. Detailed

      Optii offers two views to match your operational needs:

      Simplified View:

      • What it shows: A quick, high-level overview of daily assignments.
      • Details: Displays each room attendant's name and their assigned credits.
      • Best for: A quick snapshot of overall progress.



       

      💡 Pro Tip: You can seamlessly switch between these views to match what you need at that moment. Need a quick credit check? The Simplified View is your go-to. Want detailed performance metrics? The Detailed View provides comprehensive insights.

      Detailed View:

        • What it shows: Deeper insights into performance and task distribution.
        • Details: Includes room attendant names, a breakdown of credits (Departure and Stayover), cleaned room percentages, and total task counts.
        • Best for: When you want detailed performance metrics.

      💡 Pro Tip: Look for helpful symbols like room notes for added context!

      Timing: Tailoring Your View

      The "Timing" option, located next to the Simplified/Detailed View toggle, lets you adjust how often the screen refreshes and how granular your view is:

      • 5-Minute View:
        • What it offers: A granular, microscopic view.
        • Best for: Tracking individual room durations in detail.
      • 15-Minute View:
        • What it offers: The most practical option for daily operations and task management.
      • 60-Minute View:
        • What it offers: A high-level overview.
        • Best for: Quickly assessing overall progress and seeing all room cards (cleaned, in progress, or not yet started) at a glance.

      💡 Tip: You can customize your view by combining the Timing options (5, 15, or 60 minutes) with either the Simplified or Detailed View to get the exact level of insight you need!

      Understanding the Screen: What You See

      The Timeline is designed to give you real-time visual cues:

      • Top Display: Shows the current time based on your property's time zone, helping you assess task durations.



      Example: If a housekeeper started cleaning room 301 around 4:30 PM and finished a little past 5:30 PM, you'll see this visually represented on the timeline.

      💡 Pro Tip

      Red Line: This line indicates the exact current time and moves to the right as time progresses.

      • It also simulates Move Around Time (MAT), which is the transition period between rooms (from when a Housekeeper finishes one room until they start the next).
      • The red line will continue moving to the right for rooms that have not yet started cleaning, helping you track real-time progress.

      Gaps Between Room Cards: These represent the transition times—the time it takes for a Room Attendant to move from one room to another. This gap will appear larger or smaller depending on the actual travel time.

       

      📘 Want to know more about the colors of symbols of Optii? CLICK HERE to learn more!

      Rooms Tab: Detailed Room Information

      Clicking the "Rooms Tab" opens a panel on the right side of your screen, displaying crucial information:

      • Room Number
      • Room Type
      • Current Room Status

      How to use it:

      • Use filters and arrows to easily find specific rooms.
      • Click a room number to view all associated jobs for that room.

      Filtering and Customization

      Optii makes it easy to tailor your view!

      • Filter Option: Use the filter in the top right corner to customize your view by:

        • Locations
        • Departments
        • Roles
        • Team Members

      Full-Screen Option: Need to increase your computer view? The full-screen option maximizes your viewing area, giving you more space to work!

       

      Quick Actions and Overviews

      Optii also provides quick access to key operational views:

      • Clear Jobs: If you need to clear jobs, Optii will give you the option to pick and choose specific tasks to clear.

      • View Unassigned Jobs: Just click on the 'View unassigned jobs' option to see:
        • How many guest rooms have not yet been assigned for cleaning.
        • A breakdown of how many jobs of each task type are unassigned (Departures, Stayovers, Turndowns, Touch-ups, and/or Corrections).

      • View Pending Inspections: You can also easily view your pending inspections or check on your inspectors' status.

      • Assign/Unassign Team Members: Click on the "Team Member" button in the top right corner (next to 'View unassigned jobs') to assign or unassign team members in the roster.

       

       

       

      📘 Want to know more about how to add/remove credits or add your team to the roster? You might want to revise the Lesson #2 Adding Hours, Credits and Locations to your Housekeeping Team  and  Lesson #3 Create your Housekeeping Weekly Schedule

       

      🚀 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!

       

      Are you a GM, Director of Housekeeping, or Optii Champion? Click here to continue to the next lesson 👇

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