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      Optii Housekeeping Room Assignments

      In this article, you'll learn how to assign rooms using Optii

      The allocation process is broken up into 5 steps. This will allow your team to have consistency when assigning rooms and make sure they follow only your brand guideline standards. 

      Let's get started. 

      Step 1: Roster your team in Optii

      Step 2: Check that Optii's current room status summary and your PMS are synchronized

      Step 3: Auto-assign

      Step 4: Verify workload

      Step 5: Save the assignments

      Step 1: Roster your team in Optii. Verify your team's credits and sections. Update for sick leave if required

      Click here to watch the Optii Tutorial Video

      • Click on Roster and Click on ‘Add Staff on Duty to get started’. Ensure you are on the date you would like to roster your team on. 
      • Select the Team members from the Off Duty to the On Duty List you would like to roster for the day and click on Save. 
      • Confirm and adjust if needed the start and end times for each team member.

      Dropdown floors

      Step 2: Check that Optii's current room status summary and your PMS are synchronized

      • To check Optii CSM click on 'Rooms' from the Menu Bar and click on 'Current Status Summary', you will see the total number of rooms Vacant or Occupied and the status Dirty, Clean, Inspected, Out of Order
      • Use your PMS and search for your CSM
      • Compare the numbers to ensure they match between both systems, this will confirm that the status of the room are in sync and you can continue assigning rooms. 
      Note: if the numbers do not match by 5 or more rooms please contact our helpdesk team via phone immediately. 

      housestatus

      Note: the images are only examples and you should always look at your PMS Current Status Summary and verify this match with your Optii. 

      Step 3: Auto-assign

      Click on the 'Options Menu', you will find it on the top right side corner of your screen.
      • Assign cleaning by pressing 'Assign Cleaning', and confirm the selection "Are you sure you want to assign the cleaning" by pressing 'Yes'

      Wait for a few minutes until the auto-assignment is complete, and you will see the rooms scheduled starting to pop up alongside the names of the Room Attendants.

      Option Menu Assign Cleaning

      Are you sure you want to assign cleaning

      Processing the assignment

      Schedule assigned

      Step 4: Verify Workload

      Click on the 'Progress' located on the top left-hand side of your screen next to the 'Name' and select 'Credits'
      • Verify the credits assigned to your room attendants are balanced
      • Reassign rooms by doing right click with your mouse and select 'REASSIGN TASK' then select the name of the Room Attendant you want to reassign the room and press 'ASSIGN TASK'. Repeat this process when you want to reassign more rooms.

      Credits

      Reassign task

      RA selected

      Assignment was successful

      Step 5: Save the assignments

      To save the assignments click on 'Reports' from the Menu Bar and click on 'Daily Task Report', by default the start date and end date will be your current date, press 'Refresh Report'
      • To save the allocations as a PDF, please right click and select 'Print'.  A new window will pop up, please select Save as PDF from 'Destination' and click 'Save', and select the name of the file and folder where you will place the file. 
      Optii recommends that you save the file in a general drive that can be accessed in case of an internet outage. 

      Reports

      Daily Task Sheet

      Start Date End Date

      Print

      Save file

      Now that you’ve done the room assignment, maybe it’s time for a coffee or tea?