2 Setup

General Setup

The Setup section for the Housekeeping module is comprised of General Setup, Housekeeping Section, Overview by Cabin, Location and Voyage, Status and Maintenance Alerts. Within the General Setup, there are configurations for Housekeeping Status, Task Type, Cleaning Task and Grouping of Tasks.

Figure 2-1 General Setup


The figure shows the Home screen where you can select General Setup.

Housekeeping Status

The Housekeeping Status is an indicator of the cabin clean status. Below are the default housekeeping statuses. You may add an additional status depending on the operational requirement using the following steps.

  • VD: Vacant Dirty

  • VC: Vacant Clean

  • OD: Occupied Dirty

  • OC: Occupied Clean

Figure 2-2 Housekeeping Status Setup


The figure shows the Housekeeping Status Setup window.

Adding Housekeeping Status

  1. In the Home tab, select General Setup and then the Housekeeping Status tab.

  2. Select Add from the ribbon bar.

  3. In the New Housekeeping Status window, enter the code, comment and choose a color that represents the status from the color palette.

  4. The newly added code is Enabled by default. Deselecting the check box disables the code.

  5. Click Save to save the status.

Editing Housekeeping Status

To change the status description or color, either double-click the record or click Edit on the ribbon bar to open the Edit Housekeeping Status window.

Disabling Housekeeping Status

To disable a status that you no longer need, select the status and click Delete. Deleting a default status is not allowed. This process only disables the status and does not remove it from the Housekeeping status grid.

Task Type

The Task Type is a cleaning task assignment, where the task type code is shown in the Cabin Task Overview task box.

Figure 2-3 Task Type Setup


The figure shows the Task Type Setup window.

Adding Housekeeping Task Type

  1. From the General Setup window, navigate to the Task Type tab.

  2. Click Add.

    Figure 2-4 Add Housekeeping Task Type


    The figure shows the New Task Type form.
  3. Enter a Code in the code field and the description or additional comment in the Comment field.

  4. The newly added task type is enable default. Deselecting the Enabled check mark will disable the task.

  5. Click Save to save the housekeeping task type.

Editing Housekeeping Task Type

To change the Task Type, double-click the record or click the Edit on the ribbon bar.

Disabling Housekeeping Task Type

To disable the Task Type, select the record and click Delete.

Note:

The task type “C-OUT and “N/A” are default task types and you are not allowed to disable them. The system prompts a warning message “This is a default code and cannot be deleted”.

TIP: Task type “C-OUT” normally ties to a check out cabin (VD status) and indicates that the cabin needs a linen change; Task type “N/A” indicates there is a need for a linen change for a cabin (OD status) and is not labeled as C-OUT in the cabin task box.

Cleaning Tasks

The Cleaning Tasks is a task code used by management to manage the assignment of duties and chores to the housekeeper.

Figure 2-5 Cleaning Tasks Setup


The figure shows the Cleaning Tasks Setup window.

Adding Housekeeping Cleaning Tasks

  1. In General Setup, navigate to the Cleaning Task tab.

  2. Click the Add button on the ribbon bar to open a New Cleaning Task window.

    Figure 2-6 Add Housekeeping Cleaning Task


    The figure shows the New Cleaning Task form.
  3. Enter a task name, a description describing the task and duration involved.

  4. Click the Task Type drop-down menu to select a cleaning task:

    • Task type “C-OUT” for “Checked Out Cabin”. This is used when the cabin requires a linen change on a specified day. The C-OUT status is indicated in the cabin bubble on day checked out.

    • Task type “N/A” for “CO-Linen Change”. This is used when the cabin requires a linen change on a specific date. The C-OUT status will not indicate in the cabin bubble and such service is usually for cabins that are still occupied by the guest.

  5. Check the Linen Change check box if you wish to generate a task for linen change.

  6. Click Save to save.

Editing Housekeeping Cleaning Tasks

To change the cleaning task, either double-click the record or click Edit on the ribbon bar.

Deleting Housekeeping Cleaning Tasks

To remove the cleaning task, select the record, click Delete,and then click Yes on the dialog box.

Grouping of Tasks by Status

This feature enables you to group specific tasks by status. The grouped tasks will display in each of the cabin windows in Cabin Task Overview.

Figure 2-7 Grouping of Tasks by Status Setup


The figure shows the Grouping of Tasks by Status Setup window.

Adding Grouping of Tasks by Status

  1. In General Setup, click the Grouping of Tasks by Status tab.

  2. Click Add on the ribbon bar.

    Figure 2-8 Add Housekeeping Grouping of Tasks by Status


    The figure shows the New Grouping Task form.
  3. In the Grouping of Task by Housekeeping Status window, select

    1. A cleaning status from the Housekeeping Status drop-down list.

    2. A cleaning task from the Select Task drop-down list and enter a comment in the Comments field.

  4. Click the Add/Update Task to insert the cleaning task into the grid.

  5. Repeat step 3 to add more cleaning tasks

  6. Click Save to save the grouping of tasks by status.

Editing Grouping of Tasks by Status

To update the task in one of the groups, double-click the task, update the information and then click Save. You may also click Edit on the ribbon bar.

Deleting Grouping of Tasks by Status

Before you are allowed to delete the task group entirely, you must first remove the cleaning task individually.

  1. Select the cleaning task.

  2. Click Delete.

  3. Click Yes at the delete dialog prompt.

Figure 2-9 Delete Cleaning Task for a Cleaning Status


The figure shows the Delete Dialog prompt in front of the Grouping of Tasks by Status window.

Housekeeping Section Setup

The Housekeeping Section Setup enables you to group a number of cabins or public locations into a Housekeeping section. There are two (2) sections to set up, Cabin and Public Location. The steps to set up the Housekeeping section for both types is identical.

Figure 2-10 Housekeeping Section Setup


The figure shows the Housekeeping Section Setup window, Public Location tab.

Setting up Location

  1. From the Home tab, click the Housekeeping Section Setup and navigate to the Cabin tab.

  2. On the menu ribbon bar, select Add. This opens a New Housekeeping Assignment window.

    Figure 2-11 Housekeeping Section by Cabin Setup


    The figure shows the Select Cabins form in front of the Housekeeping Section window.
  3. At the Housekeeping Section Name, select a section from the drop-down list and press Tab to continue.

  4. Click Add and select the cabin from the Select Cabins window using the Search Criteria feature to filter your search.

    Figure 2-12 Add Cabin to the Housekeeping Section


    The figure shows the Select Cabins form.
  5. Select the cabin number and then click Save. Multiple selections are allowed.

  6. If the selected cabin is assigned to another section, an alert message will be displayed, indicating the cabin will not be added. Click OK to add the non-conflicting cabins.

    Figure 2-13 Alert Message of Add Cabin to the Housekeeping Section


    The figure shows an Alert Message of Add Cabin to the Housekeeping Section.
  7. You can assign the selected section by crew position or individual crew member.

    • To assign by crew position, check the Assign By Position check box and select the position from the Assigned To Position drop-down list.

      Figure 2-14 Assign by Position


      The figure shows the Assign by Position window with the Assigned To Position drop-down list.
    • To assign by crewmember, check the Assign By Crew check box and click Add Crew. You can use the Search Criteria to search for a crew member. Select single or multiple crews from the grid and click Save to continue.

      Figure 2-15 Assign by Crew


      The figure shows the Select Crew form in front of the Assign by Crew window.
  8. The selected crew is added to the Assign By Crew field.

  9. Enter comments in the Comments textbox and click Save to save the Housekeeping Section assignment.

  10. To remove a crew from the crew list, select the crew name and click Remove Crew.

  11. In the Cabin tab, the Assigned To Crew column lists all the crew assigned in the section, while the Assign To Position column lists all the crew positions belonging to the section.

    Figure 2-16 Housekeeping Section for Cabin Overview


    The figure shows the Housekeeping Section Cabin Overview window.