Automatic assignment: always the same person in a property
For each property, choose who comes: always the same person, with a next one when they are not available, or the best ranked of the day. The choice is made department by department.
Until now, a priority person for a property earned points in the assignment proposal, with no guarantee of being chosen. You can now decide that a property always goes to the same person.
Two ways to choose
- “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, the software suggests the best ranked of the day among the other people.
- “The best ranked of the day”: the software compares everyone available and suggests the best rated, as before.
A person is not available when they are on leave or outside their working hours, already on a job at that time, or when they have reached their daily maximum of hours or jobs.
Department by department
- Open a property sheet, Organisation tab: the “Automatic assignment” card has a line for Cleaning, Linen, Maintenance, Inspection and Delivery.
- “Set up” opens the choice of how to assign and the ranking of people for that department.
- Should a task list go to someone else? “+ Add a task list” gives it its own line.
- Excluded people still apply to the whole property.
Several properties at once
In Properties, “Multiple selection” then “Settings…”: the line “Who comes to these properties” applies the same setting to every ticked property, replacing their list or adding the people at the end.
Nothing changes for your properties until you set them up: they stay on “The best ranked of the day”, with their priority people in the Cleaning line.