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Creating Scheduled Templates for Housekeeping

In TheWorxHub, creating templates for common housekeeping tasks allows you to quickly and effectively create housekeeping scheduled work orders for each of your locations. If you do not currently have access to the Housekeeping application, please contact your sales representative for more information.

 

To access the Template settings in TheWorxHub:

  • Click on the Settings tab, then select the Templates tab.

 

Creating a Housekeeping Template

  • Click on the Add Scheduled Work Order Template button.
  • Select Housekeeping from the Application drop down.
  • Select a Priority for the template.
  • Type and select the name of the location, or click on the Location Picker () to select a Location for the template. *Note: Selecting a location is an optional step. The location selected here will not copy over to the scheduled work order form when applying a template.
  • Enter a Description of the work that needs to be performed.
  • Type any additional details and notes in the Details box.
  • Click on the Task List tab to create a check list of tasks that need to be done to perform this work.
    • Click Edit Task List.
    • Enter a brief task description in the Task field.
    • Enter more detailed instructions in the Procedure field.
    • Enter an Estimated Time that it should take to complete the task.
    • If needed, you can associate this task to a meter by clicking the Link a Meter link.
    • Add as many tasks as needed and click Save Task List when finished.
  • Select a Category to specify the type of work being done. Then select a Subcategory to further describe the work. *Note: The Category you select will determine the Subcategories listed in the pick list drop down.
  • Choose a Source of Work from the pick list.
  • Click Save.

 

Recurrence

  • Select your time based recurrence in the window that appears. You can set up a Daily, Weekly, Monthly, or Yearly recurrence.
    • For example, to set up a patient room cleaning schedule that occurs weekly on a Monday, select the Weekly option, enter a one in the recurrence field, and select Mon.
  • If you would like to override the default Days Until Due setting, check the box next to Change default Days Until Due, and enter the number of days it should take to complete the work.
  • In the Range of Recurrence section, the Start Date will automatically fill in with today's date. Change the Start Date and enter an End Date if needed.
  • If you would like the schedule of work to Pause until previous instance is complete, check the box. This will prevent the schedule from producing any work orders until the previously generated work order has been marked completed.
  • For housekeeping work, we recommend checking the Auto-complete box if the volume of work occurs often. Enter a number of hours to auto-complete the work order after the due date. This will allow for a window of opportunity to change and completion details if something out of the ordinary should occur as well as ensure the work order does not appear on the dashboard the next day. *Note: Housekeeping work orders that are set to auto-complete will appear on the Routine Duties section of the Dashboard.
  • Click Save.

 

 

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