AL: Add Tickets to Guest Room Tracker Logbook

The Hook Use this workflow to add a Preventative Maintenance Internal Request (ticket) to a guest room within the Guest Room Tracker Logbook, gaining greater visibility into the status of existing tickets and historical information like the last date the room had preventative maintenance service.

 

Before you begin...

• Requires at least Employee User Type access.
• Must have access to the Tickets List and Logbook tabs enabled within your Roles.
• Must have access to Add, View, Edit, Close, and Assign Tickets for the Preventative Maintenance Facility. (Optional: Having this same access for the Housekeeping and Maintenance Facilities will make it possible to create associated tickets as needed).
• Because multiple variables impact the availability of a room for preventative maintenance, it is not recommended to enable Repeat for Rooms Tracker tickets.

The Steps

1. Select the Tracked Service from the dropdown.
2. Click the + sign to create an internal PM ticket. (Note: The ticket will automatically pre-fill with the selected Tracked Service and Location, with Roll Over enabled).
3. Update the Due Date as appropriate.
4. Click Save.

The Result Success: The ticket is added to the Room Tracker logbook, displaying its workflow status to give you an at-a-glance view of its progress.

 

Troubleshooting & Navigation

• Note: If a guest room is not appearing in the tracker as expected, it may be a configuration error. Ensure the room is added to Locations and explicitly marked as a Guest Room.
• Note: The Guest Room Tracker Logbook can display a maximum of 3 Services in the Tracked Services dropdown.
• Note: You can use the filter buttons to toggle your view between Pending, Completed, or All tickets, or use the search bar to search the list view by room name.
• Note: To view specific ticket details, click the status button in the Tickets column.