Generate Task Sheets

Prerequisites

Task Sheets are work assignments that organize room cleaning tasks for housekeeping attendants. They are created for each attendant on a daily basis. Task Sheets list the rooms to be cleaned and provide any specials instructions that may be needed. As a management tool, Task Sheets help balance the workload and ensure appropriate services.

You can generate Task Sheets using the "I Want To..." function on the Room Management Workspace.

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Generate Task Sheets

Generating Task Sheets is a four-step process of identifying Resources, Room Criteria, Instructions, and Breakouts. The system guides you through the steps.

Note: Each step in the process is indicated by the Generate Task Sheet train at the top of the screen. Use Previous or Next at the bottom of the screen to move forward or back in through the train.

Step 1: Resources

Select I Want To...Generate Task Sheets. The Resources screen displays, allowing you to identify the Property, Task, Attendants, Total Attendants, and Max Credits for the Task Sheet. (Note: If you have the Simple Task Assignment function implemented, the Task field does not display.)

1. The Task field provides a choice of room cleaning tasks defined in the system. Use the magnifying glass icon to display a selection list.
2. The Attendants field provides a list of attendants in the system. You can select an individual attendant, a group of attendants, or all available attendants using the magnifying glass icon. The number of tasks for the day are divided equally among the attendants you select.
3. The Total Attendants indicator represents the total number of attendants working that day without regard to individuals or groups. Select + or - to indicate the number of available attendants. The number of tasks for the day are divided equally among the number you indicate.
4. The Max Credits indicator determines the maximum number of credits available to each attendant. Credits are values assigned to various room tasks. If credits are used by the property, select + or - to indicate the maximum number of credits available to an attendant.

Note: The I Want To...Generate Task Sheets function lets you create Task Sheets based on task codes and, separately, Task Sheets for Turndown services. Selecting the Turndown check box hides the Task field, since task codes are not needed for Turndown services.

Step 2: Room Criteria

The Room Criteria screen provides a number of options for you to select under Room Status, Front Office Status, and Reservation Status. Rooms that meet the criteria you select become task assignments for housekeeping attendants. You can select status options individually or by using "Select All." Note that the left side of the screen summarizes the information entered during Step 1: Resources.

Step 3: Instructions

The Instructions screen displays a description of the Task Instructions that exist in the system (based on the Task you selected on the Resources screen). You can create additional instructions in the Task Instructions field, Room Instructions field, or Attendant Instructions field. The instructions from this screen display in the Task Sheet Companion for attendants to reference.

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Step 4: Break Out

The Break Out screen allows you to distribute tasks among attendants by Room Number, Floor, or Section. Floors and Sections are predefined groupings of rooms.

Select Generate Task Sheets to complete the process and display the Task Sheet Details screen. From this screen you can create and distribute Task Sheets reports using a range of dates, filters, and additional parameters.

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