Reported Issues lets you easily create new work orders, cleans, and inspections based on your on-site staff's findings. For example, if a cleaner notices that a pool light isn't working, they can raise an issue, which you can convert to a work order in the Reported Issues module.
Tell your staff which observations should be placed in notes and comments, and which should be reported as issues. Setting expectations will help prevent erroneous reports and keep things organized.
View Reported Issues
To view reported issues:
Navigate with the left menu to Operations > Task Manager > Reported Issues.
Use the filter row to adjust dates if necessary.
Reported issues appear in the grid.
By default, the grid shows the title of the issue, the status, Task ID & Task Type, the unit ID, the date added, and by whom.
To add additional information to the table:
Select the Field Chooser icon.
Select a field to add to, or remove from the grid.
Close the Field Chooser.
View Issue details
Let's carry on the earlier example of a carpet stain that requires a deep clean. Now a work order needs to be added to have the carpet cleaned.
To create a new Task based on a Reported Issue:
Locate the desired Issue in the grid.
Click the “Edit” icon at the far left of the row. A pop-up appears with a new table that will show any follow-up Tasks generated by this Issue.
To add a new Task based on the selected issue, select the “Issue Actions” button.
A prompt will appear, with options to create a new Inspection, Housekeeping, or Work Order. Select which one to add.
Fill in the subsequent form with details about the new Task.
Click “Add” to create the new Task.
When a new Task is created based on a reported issue, it will appear in the table below the “Issue Actions” button.
Click the “Link” icon at the far left of the row to view the full Task in its home module. For instance, with a new clean created to deep clean the stain carpet, clicking the “Link” icon would redirect to the Housekeeping module, with that carpet-cleaning Task selected.
Uploaded media
If the vendor uploaded a photo or video of the damage, it'll display within the issue details window.
Video uploads
Uploaded videos are stored in the system for a limited time of 30 days. After this period, they will be permanently removed. If you want to keep your video, please download it to your device before it expires.
