Generating Task Sheets

Use the Generate Task Sheets functionality to generate task sheets for an individual attendant, a group of attendants, or all available attendants on a daily basis.

1. From the OPERA Cloud menu, select Inventory, select Room Management, select Task Sheets, and then click I Want To . . . Generate Task Sheets.
2. In the Resources panel, do the following:
   1. Template Code: The Template Code field shows any user defined templates and also enables the creation of a task sheet template. Select a pre defined template to pre populate values.
   2. Task: Search and select the required tasks for which you want to generate the task sheet
   3. Attendants: Search and select the attendants to whom you want to assign the task sheet. The Status column shows the schedule or availability of the attendants.
   4. Room Class:  Search and select the required room classes to be included in the task sheet.
   5. Attendants: The value populates based on the number of attendants you have selected.
   6. Max Credits: Enter the maximum number of credits to be assigned to any one attendant or Task Sheet. Credits are divided evenly by the number of attendants in the Attendants field, not to exceed this number per attendant per Task Sheet. Any left over credits flow down to an overflow Task Sheet.
      Credits are available when the Rooms Management > Housekeeping Credits application setting is set to Room or Facility Task. This field does not appear when the Housekeeping Credits application setting is set to None.
      When a value has been configured for the Traveling Task Credit, then the value entered is taken into consideration for the maximum number of credits that can be assigned to an attendant and the task are broken out by this value. If this field is left blank, the configuration of the target credits for the item that it is being broken out by is considered.
   7. VIP Only: Select this check box to include only rooms assigned to VIP guests with the corresponding reservation statuses selected.
   8. Next Day: Select to process the task assignment for the next business date.
   9. Task: Enter any specific attendant instructions you want to distribute to the attendants on the Task Sheet. For example, Frank - call Lester if you need assistance moving the furniture.
   10. Room: Enter any specific room instructions you want to distribute to the attendants on the Task Sheet. For example, room instructions might include Remove room service setup or Replace bath mat.
3. In the Room Criteria panel, do the following:
   1. Room Status: Select the statuses of the rooms to be included on the generated Task Sheets. If a room is scheduled for a task, the room status is verified against the selections made here; if a match is found, the room is included in the Task Sheet.
   2. Front Office Status: Select the Vacant and/or Occupied check boxes. The Task Sheet includes only the rooms that match the Front Office statuses you select. (By default, both are selected.) No rooms will be printed if neither option is selected.
   3. Reservation Status: Select the reservation statuses to be included in the Task Assignment sheet. The Task Sheet includes only rooms that match the reservation statuses you select. By default, none of the reservation statuses are selected reservation status is not considered and all rooms are included, regardless of reservation status.
   4. Room Assignment: Select Assigned and/or unassigned to filter the rooms. The Task Sheet includes only the rooms that match your selection.

   The Task Sheet includes only the rooms that match the statuses you select. Your selections become task assignments for attendants.

4. In the Break Out panel,
   1. Select Room Number, Floor, Building, Building Group, Section, or Section Group to distribute tasks among attendants. If you select Section or Section Group, select the required AM or PM Section Option.

      Floors and Sections are predefined groupings of rooms.

      Section and Section Groups can be used as hard stops when Task Sheets are assigned, which means when creating Task Sheets with Section or Section Group selected, the rooms from different sections within one section group can be on the same task sheet, but not rooms from different section groups; the same holds for Building Group. When generating Task Assignment sheets by Section Group/Building Group, if no specific attendants are selected in theAttendants field, then the number of attendants entered in this field represents the number of Task Sheets to be generated per Section Group/Building Group.

   2. Separate By Rate Code: Select rate codes to exclude from the main Task Assignment process. Rooms attached to reservations with the selected rate codes will be placed separately on Task Assignment sheets at the end of the regular assigned Task Assignment sheets.
   3. Separate By Room: Select room numbers to exclude from the main Task Assignment process. Rooms attached to reservations with the selected rooms will be placed separately on Task Assignment sheets at the end of the regular assigned Task Assignment sheets.
   4. Stayovers First: Select to process a Stayover/ Departure Task Assignment, which places stayovers and departures on separate Task Assignment sheets for each attendant. and select No Service Required to create an additional Task Sheet that contains all rooms that are not scheduled for service.
5. Click Generate Task Sheets.
6. In the Task Sheet FLOAT panel, click Actions and then select Lock Task Sheet to restrict additional changes to the task sheet. Select Merge Task Sheet to Another Task Sheet to combine task sheets to quickly and easily reduce the number of task sheets.