Use dashboards to find work that needs attention, then open the relevant record to act on it.

Steps

  1. Select the property and open Operations Overview. Choose the operations view and reporting period; Refresh operations reloads the current figures.
  2. Review arrivals, departures, checkout clearance, and Needs attention. Choose All arrivals, All departures, Open room board, or Open maintenance for the underlying work.
  3. Read Scheduled guest movements using the scheduled dates. Room cleanliness is separate from occupancy, so a clean room can still be occupied or blocked.
  4. Open PMS Config Dashboard to review rooms, rate plans, pricing coverage, and Configuration Gaps. Follow the relevant setup link to make a change.
  5. Use the staff-scheduling and task dashboards to review on-duty staff, workload, and recurring issues. Assign or resolve work in Staff, Rota, or Tasks.

Dashboard figures reflect the selected dates and filters. Refresh them after making changes in the underlying workflow.