What is a smart board record
Smart boards (Housekeeping, Maintenance, and Sensors) are used to visualise and manage tasks. A smart board record is created to update the relevant data.
If you need instructions on how to build a housekeeping board, this article will be helpful:
We can integrate the booking system into the Housekeeping Board on Logit for you. For more information, please reach out to our support team.
How do I build a housekeeping board record
Let's say you have created a housekeeping board called Room Cleaning to manage the rooms, and you need a record to update the room status on a daily basis. In this case, we will build a housekeeping board record to track and manage room cleanliness.
Go to Form Library and create a location form. Ensure that the form will be Completed At the room level.
Go to Questions and click on Add Section.
Select Location Properties section type.
Click Link Property and select required monitored section and properties. Here we will select Room Status and Housekeeping Status which we have already set up in Business Entities.
Go to the 3-dot menu and click on Record to turn the form into a record.
Complete mandatory fields, including Name, Owner, and Department.
Ensure that the record will be completed at the room level as the form.
Add Assign Responsibilities and click Create.
Monitor: Who will be adding the record.
Manager: Who will be managing the record.
Observer: Who will be overseeing the record.
Click Create and you will have a housekeeping board record.
Go back to the required housekeeping board and link the record to the board within Workflow section.
Now you can add the housekeeping record in the monitor portal.
Did you know...?
If you have more than one housekeeping board, make sure to select the board you want to add a record to first.
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