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Auto-Assignment Wizard

Overview​

The Auto-Assignment Wizard helps users quickly and efficiently assign rooms to housekeeping staff based on predefined rules and configurations. The wizard guides the user through a step-by-step process to select rooms, choose staff, apply assignment logic, and review or adjust the final assignments before confirming.

Accessing Auto-Assignment​

Click the Auto-Assignment button from the housekeeping screen.

The Auto-Assignment Wizard opens and starts at Step 1.

Step 1: Select Rooms​

In the first step, the user defines which rooms will be included in the auto-assignment process.

Room Selection Options​

  • Room Types: Select the room types that need to be cleaned.
  • Room Groups: Select the room groups to include in the assignment.

Step 1: Select Rooms

Override Current Assignments​

Override Current Assigned Rooms option:

  • When enabled, all existing room assignments are removed.
  • Rooms are returned to the Unassigned Rooms pool.
  • The system then reassigns rooms based on the selected auto-assignment configuration.

Click Next to proceed to Step 2.

Step 2: Select Staff & Assignment Configuration​

In this step, the user selects the staff members who will receive room assignments and chooses how rooms should be distributed.

Staff Selection​

Select the housekeeping staff to be included in the auto-assignment.

Auto-Assignment Configuration Options​

The user can choose one of the following assignment strategies:

Distribute Rooms Equally Among All Staff​

  • Ensures each staff member receives an equal number of rooms.
  • Designed to create a balanced workload.

Balanced Stayover and Departure Assignments​

  • Ensures each staff member receives a similar mix of stayover and departure rooms.

Assign by Staff's Preferred Group​

  • Uses staff preferences to prioritize room group assignments.

Assign Staff to the Same Rooms Cleaned Yesterday​

  • Maintains room consistency by assigning staff to rooms they cleaned the previous day, when possible.

Staff Configuration Validation​

If a housekeeper is not properly configured (missing a maximum room limit or maximum time limit):

  • A pop-up is displayed indicating that the housekeeper must be configured before rooms can be assigned.

Staff Configuration Warning

Click Next to proceed to Step 3.

Step 3: Review Assignments​

The final step allows the user to review, adjust, and finalize room assignments.

Assignment Overview​

  • Rooms are distributed among staff based on the selected auto-assignment configuration.
  • Housekeepers who are not properly configured will appear with zero assigned rooms.
  • Users can still manually assign rooms to these housekeepers if needed.

Step 3 Warning

Viewing Assigned Rooms​

Click on an individual housekeeper to view the list of rooms assigned to them.

Manual Adjustments​

The following actions are available in the review step:

Transfer a Room​

  • Move a room from one housekeeper to another.

Remove a Room from a Housekeeper​

  • The room is removed from the staff member and returned to the Unassigned Rooms tab.

Unassigned Rooms

Remove a Staff Member​

  • Removes the staff member from the assignment list.
  • All rooms assigned to that staff member are returned to the unassigned room pool.

Reject Suggested Assignment​

  • Removes all rooms assigned to a specific housekeeper.
  • All removed rooms are returned to the unassigned room pool.

Finalizing Assignments​

After reviewing and adjusting assignments, the user can proceed to confirm and apply the auto-assignment.

The Auto-Assignment Wizard provides flexibility by combining automated logic with manual control, ensuring assignments can be tailored to operational needs.