Hospitality - Hotel Management Workflows

Here are 5 hospitality - hotel management workflows:

1. Automatically Assign Request to Team When Priority is High, Location is Assigned, and Category is Set

In hotel operations, managers may not always be on-site during nights or weekends. However, urgent requests that arise during these times still need immediate attention. This DreamzCMMS workflow enables managers to define critical areas that require prompt action when a request is submitted in their absence. It ensures that when a request is marked as high priority, with a specific category and location, the appropriate team is notified in real-time to address the issue.

Workflow:
IF a Request is created > AND the Request Priority is High, AND the Category is "Evening," AND the Location assigned is "Common Area" > THEN Assign the Request to the appropriate Team

2. Automate High-Priority Requests

Restaurant managers can streamline their approval process using this DreamzCMMS workflow, eliminating the need for manual approval of critical requests. When a request is marked as high priority, it is automatically approved, ensuring it is handled without delay. This saves managers time and ensures that urgent requests are prioritized efficiently.

Workflow:
IF a Request is created > AND the Priority is High > THEN Create work order

3. Automatically Assign Request to Team When Category is Assigned

Hotel managers can streamline task delegation by creating teams within their DreamzCMMS account. With this workflow, any request that is categorized can be automatically assigned to the appropriate team. For example, when a request is categorized as "Housekeeping," the housekeeping staff is immediately notified in real-time. Tip: Consider making the Category a required field on request forms to ensure accurate assignment!

Workflow:
IF a Request is created > AND the Category is "Housekeeping" > THEN Assign to the Housekeeping Team

4. Send Work Order Reminder Email When a Specific Category is Assigned

Maintaining compliance with public safety, health, and other inspections is crucial for facility operations. This workflow ensures that managers are immediately alerted to any issues related to inspections by sending a reminder email as soon as a work order is categorized under "Inspection." This allows managers to stay informed in real-time and also enables them to run reports to track time and costs associated with inspection-related tasks.

Workflow:
IF a Work Order is created > AND the Work Order Category is "Inspection" > THEN Send a Work Order Reminder Email

5. Automatically Approve Purchase Order When a Category is Assigned

This workflow ensures that hotel managers can promptly provide their maintenance teams with the necessary supplies for critical tasks. For instance, you can set the workflow to automatically approve any purchase orders categorized as "Electrical." This can be customized to include any categories that are high priority for your team, streamlining the process and ensuring that important jobs are not delayed.

Workflow:
IF a Purchase Order is created > AND the Category is "Electrical" > THEN Approve the Purchase Order