Custom Associates by Assignment Report

To assign Housekeeping Associates to the housekeeping report, select Reports > Custom Associates Report > Setup Options > Custom Associates Report Setup by Assignment.

This option will assign a particular housekeeping associate (or group name) to each room that needs to be cleaned. Once this is completed, you can print out the Custom Associates Report so each sheet can be given to each housekeeping associate or group.

Each morning, the head housekeeper should press Clear All to reset all the rooms from the previous day. You can also press Remove All which is both clear all rooms that were assigned the previous day but also remove all the housekeepers as well. This should be done if not all the same housekeeping associates are working today as yesterday.

The daily process for the head housekeeper should be:

1. Press Remove All to reset the list and assignments from the previous day,
2. Press Add to assign which housekeeping associates are working that day.
3. Press Auto Assign to assign/distribute the rooms that need to be cleaned
4. Press Finish to complete/close the window.
5. Update any Notes that need to be on the sheets for all housekeepers
6. Press OK to print the Custom Associates Report in assignment order.

At the end of the day, or as each housekeeper completes their assignment, you can go back into this function, highlight the Associates name on the right and press Clean to mark all rooms as cleaned.

To use the Custom Associates Report by Assignment, you must create a record for each housekeeping associate. Press Associates to create a record for each associate or group if housekeeping works in teams.

Housekeeping Associates

• Associate Name - The name of the associate. (ie: Mary)
• Department - Usually "Housekeeping" however, you may want to assign to a different group or team of housekeepers.
• SignOn Initials - If the associate will be using iQ-Anywhere (roomMaster Mobile), use the roomMaster SignOn Initials so that when they use iQ-Anywhere, they will be able to filter and see only the rooms that have been assigned to them. If you are not using iQ-Anywhere, this field should be left blank.
• Contact Phone - Phone number for contact.
• Notes - Enter a note which will appear next to the associate in the Rooms Assigned tree. This can be something the main housekeeper needs to see everyday when assigning rooms such as "Does not like first floor" or "Cannot clean more than 10 rooms" or "Cannot go up stairs".
• Inactive Associate - If this is marked (checked), the name will no longer appear in the list of available associates to choose from.
• Max Rooms - The maximum number of rooms to assign to this particular associate when using the Auto Assign feature.
• Preferred Zone/Floor - The preferred Zone/Floor (from Rooms Numbers Setup) that will be first assigned to this associate when using the Auto Assign feature.

Auto Assign

This function will assign all Dirty and Occupied rooms to evenly to all Associates designed to be working that day.

• Clear All Assignments First - If checked, all current assignments for each associate will be removed.
• Assign Even Number of StayOvers and CheckOuts - Since StayOvers take less time than CheckOuts, the system will first assign all StayOvers evenly and then assign all CheckOuts evenly. If this is not checked, rooms are assign to associates regardless of their status.
• Assign by Preferred Zone/Floor first - If checked, the system will assign rooms based on the associates Preferred Zone/Floor indicator and then by room number. If this is not checked, rooms are assigned by Room Number order to the associates in Alphabetical Order.

Other Options

• Add - Add an associate to the Assigned Rooms tree.
• Remove - Removes an associate from the Assigned Rooms tree.
• Unassign - Unassigns either the room or entire associate.
• Clean - Marks either the room as clean or all rooms clean for associate.
• Remove All - Removes all rooms and all associates (complete reset)