Lesson #7 Housekeeping Jobs for Inspectors & Supervisors in Optii

This lesson will walk you through the process of accessing, managing, and completing your assigned housekeeping jobs in Optii.

 

Welcome to your comprehensive guide on using the "My Jobs" functionality in Optii, designed to streamline your housekeeping daily jobs and enhance your efficiency as a Housekeeping Inspector or Housekeeping Supervisor.

This lesson will walk you through the process of accessing, managing, and completing your assigned housekeeping jobs in Optii

Accessing Your Housekeeping Job Assignments:

To view your daily housekeeping jobs (Inspections, or Check Jobs)

1. Log in to the Optii App: Open the Optii app on your device and enter your login credentials.
   
   
2. Go to the Homepage: Once you're logged in, you'll land on the Homepage. This is your starting point.
   
   
3. Open the Menu: Look for three dots or lines, usually at the top left corner of the screen. This is the menu button. Tap it.
   
   
4. Select "Jobs": In the menu, you'll see a list of options. Find "Jobs" and tap it.
   
   
5. Find "My Jobs": You'll see "Status: View" in purple at the top of the screen. Tap it. A dropdown menu will appear. Select "My Jobs" from this menu. 

Now you'll see all the jobs assigned to you by your manager.  

Starting a Housekeeping Job (Beginning a Room Inspection):

Once you've found your assigned jobs, it's time to start inspecting!

1. Choose a Room: Look at your "My Jobs" list and select the room you're going to inspect first.
   
2. Tap "Start": Once you've selected the room, tap the "Start" button. This lets Optii know you've begun inspecting on that room.
   
3. Check the Details: After tapping "Start," the job status at the top of the screen will change to "In Progress." Take a moment to review the information for that room. You'll likely see:
   • Credits: Information about any credits associated with the room.
   • Room Type: The type of room (e.g., single, double, suite).
   • Reservation Details: Guest information, if available.
     
   • Checklist Tasks: A list of cleaning tasks specific to that room type. Make sure you follow these! Contact your direct manager for more information on your checklist. 
     
   • Notes: Any special instructions or notes left by your colleagues or manager.
     

Reporting Issues (Maintenance/Houseman Requests):

Sometimes you'll encounter a problem while cleaning, like a broken toilet or missing amenities. Here's how to report it:

1. Pause the Room: Tap the "Pause" button. This is important so the system knows you're not actively inspecting while dealing with the issue.
   
2. Add a Job: Tap "Add Job." This allows you to create a new job request related to the room.
3. Select the Action: Choose the type of help you need (e.g., "Replace" for a Bathroom Light, "Deliver" for missing amenities).
4. Select the Job Item: Be specific about what needs attention (e.g., "Broken Toilet," "Crib").
5. Select the Location: If necessary, specify the exact location of the problem (e.g., "Room 1706,").
6. Optional: Add a Note: The more details you provide, the better! Add a note explaining the issue (e.g., "Near hand basin," "Guest requested extra pillows").
7. Optional: Add a Picture: A picture is worth a thousand words! If possible, take a photo of the problem to help the maintenance team understand the issue.

  

Tracking Reported Issues (Following Up on Your Requests):

After you report an issue, it will appear in the "My Added Jobs" column next to "My Assigned Jobs." This allows you to keep track of the status of your requests. You'll be able to see if the job is "Not Started," "In Progress," "Completed," "On Hold," or "Cancelled."

Completing a Job (Finishing the Inspection or Check of a Room):

Once you've finished inspecting or checking a room and completed all the checklist tasks, it's time to "Fail" or "Pass an "Inspection" or "Check"

Here's how to finalize your room Inspection or Check using your Scoring Checklist: 

Review Your Scoring Checklist: Before proceeding, take a moment to double-check that you've addressed every item on your checklist. This ensures nothing has been overlooked and that the room meets our high standards.

Choose the Appropriate Completion Option:

1. Tap "Complete & Pass": Once you're confident in your inspection, tap the "Complete & Pass" button.
   
   This action triggers an important workflow: 
   1. Optii Status Update: Optii will update the status of the room to "Done."
   2. PMS Update: Optii will update your PMS to indicate that the room is now Inspected or Ready for a Guest to check-in.
          

3. "Complete &  Fail": If you are not satisfied with the standard and would like to send a correction for your housekeeper to rectify the cleaning, click on "Complete & Fail." This action triggers an important workflow:

This action triggers an important workflow:

• Automatic Correction Generation: Optii will automatically generate a "Correction" job for the designated Room Attendant or team member you've selected. This allows them to address any minor issues or adjustments that may have been flagged during your inspection.

       

• Attendant Completion and Check Task: Once the Room Attendant or team member completes the required correction, the system will create a new "Check" job for you. This task serves as your final confirmation that the correction has been executed effectively and the room is now fully prepared. 

       

• Once you're confident in your inspection, tap the "Complete & Pass" button.
• 
  
  This action triggers an important workflow: 
  1. Optii Status Update: Optii will update the status of the room to "Done."
  2. PMS Update: Optii will update your PMS to indicate that the room is now Inspected or Ready for a Guest to check-in.

We hope this guide helps you confidently use the "My Jobs" functionality in Optii. If you have any questions, please contact our success team at help@optiisoultions.com

DND, NSR, Clean Rooms, and Double Lock Active with Optii Housekeeping

Symbols for Cleaning Exception Room Statuses:

Optii now allows you to set the cleaning exception rooms based on the following crucial statuses:

 

  

  

🚀 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!

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