Create and update hospitality-based incident request records.
To create incident requests:
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Select Work > Verticals > Hospitality > Incident Requests.
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Click New Record.
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Specify this information:
Find Guest By - Choose one of the following options to search for a guest:
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Room - Select to locate guests by their room assignment.
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Employee - Select to locate the hospitality employees by their employee codes.
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Employee Name - Select to locate the hospitality employees by their names.
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Last Name - Select to locate guests by their last names.
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First Name - Select to locate guests by their first names.
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Phone - Select to locate guests by their phone numbers.
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Enter data in that contains, e.g., if you chose to search by Phone, enter the phone number, and then click Search to begin the search process.
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If exactly one match is found by the room, the system populates Room, the room description, and Room Property.
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If exactly one match is found by the guest's last name, first name, or phone number, the system populates the information in the Guest Information section.
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Enter the guest's first, middle, and last name.
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Specify this information:
VIP Status - Select the guest's VIP status.
Employee - Specify the employee responsible for the incident request. The system automatically populates the employee description.
Enter the guest's E-mail Address and Phone Number.
Room - Specify the room where the incident occurred. The system automatically populates Room, the room description, and Room Property.
Problem Code - Specify the code identifying the incident problem. The system automatically populates the service problem code description and Problem Code Property.
Incident Details - Specify details of the incident as necessary.
Copy to WO Comments - Select to copy the work order comments to the incident request.
Property - Specify the property of the request.
Status - Select the status for the request.
Source - Select the request source.
Type - Select the request type.
Assigned To - Specify the person responsible for the property, this is typically the property manager, housekeeping, or building maintenance personnel. The system automatically populates Request Date and Request Taken By.
Work Order - Specify the work order for the incident request. The system automatically populates Standard WO and Duplicate.
WO Priority - Select the work order priority.
WO Property - Specify the property at which to perform the incident work.
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Click Save Record.
The system automatically populates Incident Request.
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To create a work order based on the incident request, enter the room and problem code for the incident, and then click Create WO.
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To email the guest, click Email Guest.
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To create another guest request based on the guest information and another incident, click Create Another Guest Request.
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