Requests

Requests are a specific type of to do used when a guest or staff member has requested an item.

Desktop

How to Create a Request (Desktop)

1. From the desktop Dashboard, click the + icon beside Actions. Click To Do.

2. Click Request.

3.  Select a location, area, and item from the dropdowns.

4. The Requested By field will default to Hotel Guest for Requests, however, you can change this using the dropdown if needed.

5. Next, add a description if you wish, then add a due date.

6. Requests default to Housekeeping in the Assign To field, however, you can use the dropdowns to manually assign the Request to another department, to an individual, or to anyone.

Pro Tip: Keep in mind that selecting Hotel Guest from the Requested By dropdown will trigger escalation push notification alerts. Requests made by a Staff Member will have push notifications, but will not escalate.

7. When you have completed these steps, click Post To Do.

How to Start a Request (Desktop)

1. Locate the Request on the To Do List and click on the title to open it. Guestroom Requests will also appear on the Dashboard Rooms Grid; they will have a dark red dot. Click on the room to view and start the open Request.

Pro Tip: Only Requests relevant to you will appear on your To Do List.

2. Once you have opened the Request, click Start to begin work.

How to Complete a Request (Desktop)

1. From the opened Request, click the red Close button. A message will appear to inform you the Request has been successfully completed.

2. Request records can be found on the desktop in the Reports app from within the Requests section.

Mobile

How to Create a Request (Mobile)

1. From the mobile To Do app, tap the + icon in the bottom-right corner of your screen.

2. Tap Request. 

3. Select a location and item.

4. In the Details field, you will see a person icon labeled Guest Requested. Requests default to guest requested meaning the box to the right has a checkmark. However, you can uncheck this box to change the request from Hotel Guest requested to Staff Member. Please note that guest-requested items have escalation push notifications while staff-requested items do not.

5. Add any relevant notes and assign a due date.

6. Requests default to Housekeeping in the Assign To field, however you can use the dropdown menu to the left to manually assign the request to another department, to a specific person, or to anyone.

7. Tap Post when finished.

How to Start a Request (Mobile)

1. Locate the request on your mobile To Do List, then tap to open it.

Pro Tip: You can see all requests by using the Filter icon in the top-left corner. Select the Type as Request from the dropdown menu. Then tap to open the request you wish to start.

2. Tap Start To Do to begin.

Pro Tip: Use the blue Pause button if you cannot complete the request in a single session. This will let you return at a later time to resume your work.

How to Complete a Request (Mobile)

1. After opening a Request, you can close it out by tapping the red Complete button.

2. Request records can be found on the desktop in the Reports app from within the Requests section.