Team: a single “Field worker” role, and activities

The same person often does a cleaning in the morning and a delivery in the afternoon. Instead of choosing between fixed roles, you choose “Field worker”, then tick what they do, several activities if needed.

What changes for you

• The activities: Cleaning, Linen, Inspection, Delivery and Maintenance. Delivery and Maintenance appear when their module is turned on.
• Activities open the screens: Delivery gives access to the rounds, Maintenance to the maintenance area. A person who does Cleaning and Delivery sees their cleanings and their rounds.
• In Users, each person's activities are shown as coloured badges. They can be changed from their row in the list or from their profile, and the change shows straight away. The “What this account can open” preview follows your choices, and the software asks you to confirm when a screen is closed off.
• On a field worker's row, the “Activities: …” button opens a list of tick boxes (a manager uses the pencil next to the badges). It is saved immediately.
• For several people at once, tick them, then click “Activities…”: for each activity, “Add”, “Remove” or “No change”. Office staff and client accounts are ignored; pending invitations change too.
• For a hotel, an aparthotel or a student residence, Inspection is called “Housekeeper” and Linen “Linen room”.
• When you choose who does a job, the people who do that activity move to the top of the list. Nobody is hidden.
• The assignment proposal takes this into account: a person who only does linen is no longer proposed for a cleaning.
• When you invite someone, no role is chosen in advance.

Nothing changes for existing accounts: a delivery driver becomes a field worker with the Delivery activity, and keeps the same access.