Choose who comes to a property
Always the same person in a property, with a next one when they are not available, or the best ranked of the day. You choose in the property sheet, department by department.
The video for this guide is coming soon.
For each property, you decide how the assignment proposal chooses the person: always the same one, or the best ranked of the day. You set it in the property sheet, “Organisation” tab, “Automatic assignment” card. Allow 2 minutes per property.
Understand the two ways to choose
| Way to choose | What the software does |
|---|---|
| “Always the same person” | The property goes to its No. 1. If they are not available, to No. 2, then No. 3. If none is available, it suggests the best ranked of the day among the other people |
| “The best ranked of the day” | It compares everyone available (travel, workload, preferences) and suggests the best rated. A ranked person keeps an advantage in the comparison |
A person is not available when they are on leave or outside their working hours, already on a job at that time, when they have reached their daily maximum of hours or jobs, or when one of their documents has expired, if your company forbids it.
Set up a department
The card has one line per department: Cleaning, Linen, Maintenance, Inspection, Delivery. Each line has its own way to choose and its own people.
Step by step
- 1
Open the property sheet, “Organisation” tab.
- 2
In the “Automatic assignment” card, click Set up on the department's line.
- 3
Choose “Always the same person” or “The best ranked of the day”.
- 4
Click “+ Add a person” to rank the people. The first is No. 1; drag a line or use the arrows to change the order.
- 5
Click Save in the window, then Save at the top of the sheet.
Give a task list to someone else
A line applies to all the task lists of its department. If one list should go to another person, give it its own line.
Step by step
- 1
Below the lines, open “+ Add a task list” and choose the list.
- 2
Choose the way to choose and rank the people.
- 3
Click Save, then save the sheet.
To go back, click Set up on that line, then “Remove this special case”.
Exclude a person
Below the lines, “Excluded people” lists the people who are never suggested for this property, whatever the department. An excluded person is removed from the ranked people.
Set up several properties at once
Step by step
- 1
Open the Properties menu and click “Multiple selection”.
- 2
Tick the properties, then click “Settings…”.
- 3
Tick “Who comes to these properties”.
- 4
Choose the department, the way to choose and the ranked people.
- 5
Choose “Replace the list” or “Add at the end”.
- 6
Click Apply. With “Replace the list”, a window asks you to confirm.
The other departments of these properties are not changed.
See the result in the proposal
In the proposal for the day, the job shows the person's rank, for example “regular person no. 1 for this property”. When no ranked person was available, it shows who was expected and why.
Frequently asked questions
What happens if no ranked person is available?
The software suggests the best ranked of the day among the other people. The job is not left without a cleaner for that reason.
Have my earlier priority people disappeared?
No. They are in the property's Cleaning line, in the same order.
A property with no ranked person, on “Always the same person”?
It is handled as on “The best ranked of the day”.
Can I choose for the whole company at once?
The setting is per property. To go faster, set up several properties at once from the Properties menu.