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Optii Housekeeping 'Dual Roles'
Learn how it works, how to configure it, and what to expect
Having a dual role on its own does not change how jobs behave. Two Room Attendants — Room Attendant A and Room Attendant B — can both clean rooms day-to-day without any special inspection logic applying. The roles simply define what actions and jobs are available to that user.
Where dual roles become operationally significant is when one of those roles is configured as a self-inspector — meaning the inspection cadence for that role is set to 0. When that specific condition is met, completing a cleaning job will flip the room directly to Inspected, with no separate inspection task created.
Most Common Use Case: While users can hold any combination of roles, the most typical dual-role setup is a Room Attendant who is also assigned a self-inspector role. When the self-inspector role is configured correctly (cadence = 0), the RA can clean and inspect their own rooms without a supervisor or inspector following up.
Key Concept: A cadence value of 0 on a role means: skip inspection job creation and auto-set the room to Inspected on job completion. This only takes effect when that role is assigned to the user completing the job.
How It Works
Standard Flow vs. Dual Role Flow
The table below shows how a room progresses through statuses in each model:
|
Standard Flow |
Dual Role / Self-Inspector Flow |
|
VD (Dirty) ↓ Job assigned & completed VC (Clean) ↓ Inspection job created ↓ Inspector completes job VI (Inspected) |
VD (Dirty) ↓ Job assigned & completed VI (Inspected) ✔
No inspection job created. No intermediate VC state. |
Result: The room goes directly from Dirty (VD) to Inspected (VI) the moment the RA completes the cleaning job. The Clean (VC) status is skipped entirely, and no separate inspection task is added to any queue.
How to Configure Dual Roles
Step-by-Step Setup
Navigate to the following location in Optii:
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Settings → Job Settings → Job Scheduling → Inspection → Role Cadence |
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"Set default cadence by Role" is toggled ON. Ensure
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Locate the role you want to configure as a self-inspector (e.g., Room Attendant).
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0 for each applicable job type: Set the cadence value to
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Departure
-
Stayover
-
Touch Up
-
Turndown (only if configured to affect room cleaning status)
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Save the configuration.
|
Important: A cadence value of 1 means an inspection job is created after every cleaning job. A value of 2 means every other job, and so on. Only a value of 0 activates the direct Dirty → Inspected behaviour. |
Effects on Job Management, Inspections & Timeline
What Changes When a Role Is Configured as a Self-Inspector (Cadence = 0)
The table below only applies when a user's role has the inspection cadence set to 0. A user with dual roles who does not have cadence = 0 on any of their roles will follow the standard cleaning and inspection flow with no difference in behaviour.
|
Area |
Without Dual Role |
With Dual Role (Cadence = 0) |
|
Inspection Job |
Created automatically after every cleaning job completes |
Not created — room is auto-set to Inspected |
|
Room Status After Clean |
Moves to VC (Clean), then VI once inspection is passed |
Moves directly to VI (Inspected) — VC is never set |
|
RA Job List |
Job closes; separate inspection appears in inspector queue |
Job closes completely — no follow-up task generated |
|
Inspector Queue |
New inspection task appears for an inspector to complete |
No inspection task added to any queue |
|
PMS Status Update |
VC is sent to PMS, then VI after inspection |
VI is sent directly to PMS — no VC echo |
|
Activity Log |
Shows: Dirty → Clean → Inspected |
Shows: Dirty → Inspected (single transition) |
|
Check Task Risk |
Low (normal flow) |
Eliminated — no VC intermediate prevents spurious PMS echoes |
VIP Code Override
When both Role Cadence and VIP/Special Code cadences are configured, the VIP code takes precedence for Stayover jobs. Here is how the priority works:
|
Role Cadence |
VIP Code Cadence |
Outcome |
|
0 (Self-Inspector) |
Not set |
Direct VD → VI on completion |
|
0 (Self-Inspector) |
1 or higher |
Standard flow: VD → VC → Inspection → VI (VIP overrides) |
|
0 (Self-Inspector) |
0 |
Direct VD → VI (both agree) |
|
1 or higher |
Not set |
Standard flow: inspection job created per role cadence |
Troubleshooting & Known Scenarios
Room Flips to VC and Creates a Check Task After Completion
This is the most commonly reported issue with self-inspector setups. Here is what is happening and what to check:
|
Check |
What to Verify |
|
Role Cadence setting |
Confirm "Set default cadence by Role" is enabled in Settings and the relevant role has a cadence of 0 for the job type in question (Departure, Stayover, etc.). |
|
VIP Code override |
If the guest has a VIP or special code configured, check whether that code has a cadence of 1 or higher for Stayover. If so, it will override the role cadence and trigger the standard inspection flow. |
|
Job type mismatch |
Ensure the cadence of 0 is set for the specific job type being completed (e.g., Departure), not just one job type in the role settings. |
|
Resolved: The PMS echo race condition — where a room briefly passed through VC before reaching VI, causing a spurious check task — has been addressed. Rooms with a self-inspector role configured will now transition directly from Dirty to Inspected without an intermediate Clean state. |
Frequently Asked Questions
Can a self-inspector role still receive regular inspection jobs?
Yes. The cadence setting controls how often an inspection is auto-generated after a clean, not whether the role can manually accept or be assigned an inspection job. Auto-assign rules are separate.
Does dual role apply to occupied rooms as well?
Yes. The self-inspector logic applies to both vacant rooms (VD → VI) and occupied rooms (OD → OI). The direct transition skips the intermediate clean status in both cases.
What does the activity log show?
When dual role is active and working correctly, the activity log will show a single transition: Dirty → Inspected. You should not see a Clean entry between those two states. If Clean appears in the log, check the configuration steps above.
Can different roles in the same department have different cadence settings?
Yes. Role cadence is configured per role, not per department. You can have one role set to 0 (self-inspector) while another role in the same department follows the standard inspection flow (cadence = 1).
What happens if a Turndown job is completed by a self-inspector role?
By default, Turndown completions do not trigger an inspection, even in the standard flow. If your property has Turndown configured to affect cleaning status, and the role cadence for that job type is 0, the room will transition directly to Inspected upon Turndown completion.
Quick Reference Summary
Use this section as a fast-reference checklist when setting up or verifying a dual role configuration.
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Configuration Checklist
|
|
Term / Setting |
Meaning |
|
Dual Role / Self-Inspector |
An RA who also acts as their own inspector on job completion |
|
Role Cadence = 0 |
Skip inspection job; auto-set room to Inspected |
|
Role Cadence = 1 |
Create an inspection job after every cleaning job |
|
Role Cadence = N (N > 1) |
Create an inspection job after every Nth cleaning job |
|
VIP Code Cadence |
Guest-specific override; takes priority over role cadence for Stayovers |
|
VD / OD |
Vacant Dirty / Occupied Dirty |
|
VC / OC |
Vacant Clean / Occupied Clean (skipped in self-inspector flow) |
|
VI / OI |
Vacant Inspected / Occupied Inspected (target final status) |
|
Need Help? Contact your Optii Customer Success Manager or reach the support team at |