Configuring repetitive tasks for Housekeeping & Maintenance

By the end of this information article you will be able to:

• Create a task
• Create a project and initial task
• Schedule tasks within your project to repeat over a period of time
• Report on tasks over a period of time 

Create a task

Navigate to Configuration > Housekeeping > Tasks and create the task(s) that need to be used within projects.  In the example below a Mattress Turn task has been created

Via a right click in the lower left hand panel INSERT a new record and complete the name of the task and press SAVE

Create a project and initial task

Navigate to Configuration > Housekeeping > Projects and create the project name within the middle panel.  Once saved in the lower panel the initial task for this project should be added

In the above example a project called Mattress Turn has been created and then the first task has been added and assigned to room 02D on 15/07

Schedule tasks within your project to repeat over a period of time

The initial task can be scheduled to repeat over a period of time either by:

• Day(s) of the week within the period
• At a set interval (by number of days) within that period

In the above example The Mattress Turn has been scheduled to repeat every Monday between 14/07/2022 and 30/09/2022.  After Pressing the Schedule button a confirmation message will appear and the scheduling tool can be closed

The following tasks are created

Alternatively tasks can be scheduled to take place at a set interval of days

In the above example The Mattress Turn has been scheduled to repeat every 14-days between 14/07/2022 and 30/09/2022.  After Pressing the Schedule button a confirmation message will appear and the scheduling tool can be closed

The following tasks are created

Reporting on tasks

Navigate to Reports > Housekeeping > Project Tasks.  The report works with a date range to allowing both historic and future views to allow task completion checking and aid future resource planning