This lesson explains the Housekeeping History Report, a valuable tool for managing and analyzing housekeeping activities.
Hello Optii Users!
Welcome to this in-depth lesson on the Housekeeping History Report – your invaluable tool for truly understanding and elevating your housekeeping operations! We know that making data-driven decisions is key to efficiency and excellence, and this report provides all the insights you need to manage and analyze your team's activities with precision.
By the end of this lesson, you'll be able to unlock the full potential of this report, gaining a clear picture of cleaning and inspection activities, team member performance, and cleaning exception statuses. Get ready to transform your data into actionable strategies!
Who is this lesson for?
- General Manager or Hotel Managers
- Director or Housekeeping Managers
- Assistant Housekeeping Managers or Senior Supervisors
- Optii Hotel Champion
Lesson Details:
Format: Video Tutorial
Duration: 6 minutes
Format: Written Lesson
Estimated Reading time: 15 to 20 minutes
What you will learn?
- Understand the Purpose: Grasp why the Housekeeping History Report is essential for managing and analyzing housekeeping activities.
- Utilize Powerful Filters: Master how to use various filters (Date Added/Completed, Role, Assigned To, Added By, Housekeeping Action, Job Status, Locations, Room Type) to pinpoint specific data and trends.
- Learn how these filters enable trend analysis, performance evaluation, resource allocation, and problem identification.
- Interpret Summary Statistics: Understand the high-level overview of housekeeping activity, including counts for various job types, credits, average scheduled/actual durations, variance, and average cost per job.
- Discover how these statistics help with efficiency monitoring, cost control, productivity measurement, and goal setting.
- Analyze the Performance Graph: Learn to interpret the visual representation of Completed Jobs, Average Actual Duration, and Average Scheduled Duration over time.
- See how this graph aids in trend spotting, performance tracking, and performance communication.
- Examine Cleaning Exception Status Details: Understand why rooms might not have been cleaned or serviced, including DND, NSR, Double Lock Active, and Sleep Out/No Show statuses.
- Learn how to use this data for guest satisfaction, operational efficiency, and preventative maintenance.
- Explore the Cleaning Exception Status Table: Dive into detailed records of cleaning exceptions, including location, date, room type, status, who added/ended it, and times.
- Understand how this table supports root cause analysis, process improvement, and communication enhancement.
- Navigate the Housekeeping Jobs Table: Learn to interpret the comprehensive table with detailed information about each housekeeping job, including performance metrics like Pause Duration, Number of Pauses, and Actual Travel Time.
- See how this table supports performance analysis, training needs identification, resource optimization, and continuous improvement.
By the end of this lesson, you'll be fully equipped to use the Housekeeping History Report strategically, turning data into powerful insights for a more effective and profitable housekeeping operation!
🎥 Click below to watch this tutorial video!
Written Lesson
The Housekeeping History Report: Your Key to Data-Driven Operations
This lesson explains the Housekeeping History Report, a powerful tool for managing and analyzing all your housekeeping activities. It's your go-to resource for a complete overview of cleaning and inspection tasks, team performance, and any room status exceptions within a chosen time frame. By using its smart filters, you can easily spot trends and make your operations even better!
By understanding each part of this report, you'll gain valuable insights, find areas to improve, and make the best use of your resources. This report is truly essential for top-notch housekeeping management.
The report is divided into several key sections:
1. Filters: Your Data Navigator
The report starts with a strong set of filters. These let you narrow down the data to exactly what you need to focus on.
- Date Added: Look at data by day, week, month, quarter, or year. Helps you see trends over time.
- Date Completed: Similar to "Date Added," but focuses on jobs finished within a specific time. Tracks completed work in a specific period.
- Role: Filter by who did the job (e.g., room attendant, inspector, supervisor). Helps you check how well individuals and teams are performing.
- Assigned To: Filter by specific team members. Tracks what each person contributes.
- Added By: Filter by who assigned the housekeeping job. Helps trace task origins.
- Housekeeping Action: Filter by the type of cleaning or inspection (e.g., departure clean, stayover clean, turndown service). Understands specific task loads.
- Job Status: Filter by the job's current state (e.g., completed, pending, in progress). Gives a clear picture of workflow status.
- Locations: Filter by specific areas or zones in your property. Analyzes efficiency in different sections.
- Room Type: Filter by room category (e.g., single, double, suite). Helps analyze cleaning efficiency for different room types.
💡 Filters aren't just for finding information; they're for strategic targeting. Here's how managers can use them:
- Trend Analysis: Use "Date Added/Completed" to find seasonal trends in cleaning needs. Do you need more staff during peak season? Are certain days of the week busier?
- Performance Evaluation: Use "Role" and "Assigned To" to find your top performers and those who might need more training. Are certain teams or individuals more efficient?
- Resource Allocation: Use "Locations" and "Room Type" to optimize staffing. Do certain areas or room types take more time to clean? Can you adjust schedules to match?
- Problem Identification: Combine filters! For example, "Room Type" + "Job Status" + "Date Completed" can show if a specific room type often has incomplete jobs, pointing to a possible issue in your process.
2. Summary Statistics: Your Dashboard of Key Performance Indicators (KPIs)
This section gives you a quick, high-level overview of all housekeeping activity. It includes counts for various job types and crucial performance metrics:
- Departures Cleaned: How many departure cleans were finished.
- Stayovers Cleaned: How many stayover cleans were finished.
- Inspections Completed: How many departure inspections were finished.
- Turndown Services Completed: How many turndown services were finished.
- Corrections Completed: How many correction jobs were finished.
- Touch-ups Completed: How many touch-up jobs were finished.
- Credits for each job type completed: The total 'points' earned for completed tasks.
- Average Scheduled Duration (target or budgeted time): The average planned time for each job type.
- Average Actual Duration (time taken to complete jobs): The average of how long jobs actually took (from Start to Complete).
- Variance between Scheduled and Actual Duration: The difference between the planned and actual time (a large difference might mean something went wrong or needs review).
- Average Cost per Job: The average cost for each type of cleaning job.
💡 This section isn't just a summary; it's your dashboard of KPIs.
- Efficiency Monitoring: Track "Average Actual Duration" and "Variance" to find bottlenecks. Are cleaning times going up? Where are the biggest differences between planned and actual times?
- Cost Control: Watch "Average Cost per Job" to find ways to reduce expenses. Are certain job types more expensive? Can you make processes smoother or use cheaper supplies?
- Productivity Measurement: Use the counts of each job type to see your team's overall productivity. Are you meeting your cleaning goals?
- Goal Setting: Use these statistics to set realistic goals for your team. Can you reduce cleaning times by 5%? Can you decrease the average cost per job?
3. Performance Graph: Visualizing Your Progress
This graph visually shows Completed Jobs, Average Actual Duration, and Average Scheduled Duration over your chosen time period. It gives you a quick look at how your performance and efficiency are trending.
💡 With this graph, managers have a visual tool for performance management.
- Trend Spotting: Quickly see trends in completed jobs and cleaning times. Are you consistently improving, or are there ups and downs?
- Performance Tracking: Use the graph to track progress towards your goals. Is your team hitting the targets you've set?
- Performance Communication: Use the graph to share results with your team. Visuals are often more impactful than just numbers!
4. Cleaning Exception Status Details: Understanding Why Rooms Aren't Cleaned
💡 Tip: You can switch between "All" (for all reported Exception Statuses) and "Incomplete" (for those still pending).
This section gives you details about why rooms might not have been cleaned or serviced. This includes statuses like:
- Do Not Disturb (DND)
- No Service Required (NSR)
- Double Lock Active (DLA)
- Sleep Out/No Show
💡 With these insights, managers can:
- Improve Guest Satisfaction: Track DNDs and NSRs. Are guests often requesting no service? Is there a communication issue?
- Boost Operational Efficiency: Analyze "Double Lock Active" and "Sleep Out/No Show" to find potential issues with room availability or communication with the front desk.
- Enable Preventative Maintenance: Use these exceptions to spot rooms that might need maintenance. Has a guest refused housekeeping service for a long time?
6. Housekeeping Jobs Table: The Full Breakdown
This comprehensive table contains detailed information about every single housekeeping job. Managers can use it to:
- Analyze Performance: Look at individual job details to find areas for improvement. Are certain room types taking longer to clean? Are specific tasks causing delays?
- Identify Training Needs: Spot training opportunities based on real performance data. Are certain team members struggling with specific tasks?
- Optimize Resource Allocation: Use data on "Pause Duration," "# Pauses," and "Actual Travel Time" to improve workflow. Can you reduce travel time between rooms? Can you minimize interruptions during cleaning?
- Drive Continuous Improvement: Use the "Notes" section to capture feedback and find ways to constantly get better.
The table includes:
- Date Added: When the job was assigned.
- Location: Where the job was completed (what room).
- Assigned To: Which team member was assigned.
- Day of Week: What day it was.
- Room Type: What kind of room it was.
- Action: What kind of cleaning job was done.
- Added By: Who assigned the job.
- Job Status: The current status (Done, Not Started, In Progress, On Hold, Cancelled, Deleted).
- Credits: The allocated credit for the job.
- Scheduled Duration: The planned or target time for the job.
- Actual Duration: How long the job actually took.
- Variance: The difference between planned and actual time.
- Cost: How much the job cost.
- Date Started: When the job began.
- Time Started: What time the job began.
- Date Completed: When the job finished.
- Time Completed: What time the job finished.
- Pause Duration: How long the job was paused or 'On Hold'.
- Number of Pauses: How many times it was paused.
- Actual Travel Time: Time spent traveling to the room.
- Notes: Any special instructions or comments.
By using the Housekeeping History Report strategically, managers can move beyond simply reacting to problems. Instead, you can proactively improve efficiency, control costs, and enhance guest satisfaction. It's all about turning data into actionable insights for a more effective and profitable housekeeping operation!
🚀 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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