This help topic is a central library of resources and learning
materials for Housekeeping in TheWorxHub. Through it, you can
access a wealth of materials designed by senior living experts who
really understand both the software and the business. Whether
you're learning from the beginning, converting from PM Worx, or
looking for materials to support staff training, you'll find
everything you need right here.
Building the Housekeeping Schedule
Building The Housekeeping Schedule
Housekeeping is all about the "Schedule". With a little
planning up front, you can make the task of setting up the
Housekeeping Schedule a lot easier.
Creating Scheduled Templates for In-Unit
The first step will be to create Templates for each
general type of in-unit clean.
Templates for Other Scheduled Assignments
You will then use the same methodology to create Templates for
the other scheduled assignments. This includes the planned
cleaning of common areas, plus other Housekeeping scheduled
Creating a Schedule
The next step will be to create the individual schedules for
each Housekeeper and Custodian.
Visualizing in the
Once everything is scheduled, the final step is to ensure that
you have created a realistic daily / weekly schedule for each
Editing from the Calendar
You may find that your schedules require a little "tweaking"
once you see them mapped out on the Calendar.
Printing the Staff
You could also use the Staff Schedule Report to print the
proposed Schedule for each Housekeeper.
Ad hoc Requests
Overview: Adding ad hoc
Besides the regularly scheduled work in Housekeeping, there will
always be ad hoc requests that are generally handled by the
Custodians. These are handled either through Work Requests or
by adding a Work Order directly.
Managing the Housekeeping Schedule
Overview: Managing The
If your Housekeeping Schedule is carefully planned and built,
then managing that schedule is straightforward! Even for
those circumstances that tend to upset the schedule.
The Staff Schedule
The heart of the Housekeeping dashboard is the "Staff
Schedule". This displays all currently scheduled jobs and
upcoming scheduled jobs for the next seven days.
If you're not using Mobile Worx, you might want to provide your
Housekeeping staff with a printed schedule.
Stuff happens! Even in the most organized community, the
Housekeeping Schedule can be upset.
Not everything always goes according to plan! For those
jobs that were not completed according to plan, you should document
the changes, so that you maintain an accurate reporting of work
Managing the Ad hoc Jobs
Ad hoc jobs are unplanned but still important. This
collection of topics will help you to manage these Ad hoc jobs as
Schedule from the Calendar
In the calendar, you can easily see who has availability.
This makes the calendar a good place to make changes to the
Cancel a Job
from the Housekeeping Dashboard
To cancel jobs from the dashboard, use "Update Status" to change
the status to "Cancelled".
a Houskeeper's Jobs to other Staff
If the Scheduled Work Orders have already generated, you
can easily assign one Housekeeper's jobs to another Staff for the
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