Task Sheet Editor

On the Task Sheet Editor screen of Housekeeping, you create, edit, activate, and assign task sheets. .

The screen displays all current task sheets.

Task Sheet Editor screen

Each task sheet contains critical information about the rooms, front office, reservation, and housekeeping status.

Controls

Controls on the Task Sheet Editor screen

Field	Description	Notes
All	Select to display all task sheets.
Show selected	Select to display only selected task sheets.
Create	Select one of the options for creating a task sheet: From Task Sheet Set Blank Task Sheet
Tasksheet	The drop-down menu contains the following options for working with one or more selected task sheets: View details—Opens the View details pane for a selected task sheet. Tasksheet History—Opens the Tasksheet History details pane for a selected task sheet. Download report—Downloads a PDF view of the selected task sheet(s).	This control is available only if a task sheet is selected.
Task	A task is the cleaning work that an attendant has to perform for a room or public area. This contains the time, credit, and task type allocated for the room’s cleaning. It also provides the steps for the type of cleaning to be performed.
Assign staff	Opens the Assign Staff pane where you can assign attendants to all the available task sheets.
Filter	Opens the filter pane where you can apply filters to the Task sheet editor.
Search options	Search options: Task sheet # / attendant—Enter a task sheet number or attendant's name. Room #—Enter a room number. Search ( )—Select to search by either the task sheet #, attendant's name, or room number. Clear ( )—Clears text that you entered in the Task sheet # / attendant and Room # fields.	The Search () button is available only if you enter text in one of the following fields: Task sheet # / attendant or Room # The Clear ( ) button is only available if text has been entered in the Task sheet # / attendant or Room # fields.
Sort by	Sorts screen by: Tasksheet number ascending Tasksheet number descending Attendant name ascending Attendant name descending
Refresh	Refreshes the screen.
Undo	Undoes your last action.
Room status color	Opens the room status color codes. Color code legend

Task sheet tiles

Each tile displays information for a single task sheet.

Fields on each Task Sheet tile

Field	Description	Notes
Columns
#	The room number and the color-coded housekeeping statuses: Red—Dirty. Blue—Clean. Green—Inspected. Yellow—Pickup rooms. Black—Out of service (OOS) or out of order (OOO).	This column is generated by information received from the PMS.
FO	Front office and reservation status: VAC—Vacant room, no allocated arrival today. !VAC— Vacant room, allocated arrival today. OCC— Occupied room, will depart today / Occupied room, arrived today. OCC— Occupied stayover room. !OCC*— Occupied room, will depart today and allocated arrival today.	This column is generated by information received from the PMS.
CR	Credit value for the generated task.
VIP	VIP code for the guest if, applicable.
TT	Assigned task type.
Section below the task sheet
Sequence	Which cleaning sequence is active.
33\|0\|0	Number of tasks pending \| in progress \| completed.
Rooms	Number of rooms in the task sheet.
Credits	Total credit value of the assigned tasks.
Floors	Number of floors on which the tasks are located.

Note: When running task sheets for evening service, newly arrived guests appear as OCC.

Note: The # and FO columns do not automatically refresh or update. Do not use this screen to verify actual Housekeeping or Front Office status. After activation of the task sheets, find this information on the main screen.

Note: The housekeeping status colors can be changed to match your PMS.