Order management (Cockpit)

Order management can be used to trigger an early or additional cleaning. This function is useful if an area is not due for cleaning today, but the cleaner on site determines that cleaning would be necessary or wants to report a complaint. Depending on the order type, the order is included in a current tour or in the next tour. The orders can be created both in the cockpit and via the app. Moreover it can be used to plan cleanings that are to be carried out after a future event. 

Order management

The table can be searched by keyword, as well as filtered by status, area, categories, activity types and priorities. It can also be sorted by due date.

The following values are displayed in the table:

Column	Description
Area / Item	The area name is displayed.
Type	Depending on the order type, different information is displayed. If a complete cleaning was triggered, this is displayed directly. Otherwise, the category name or the activity type name is displayed.
Status	The current status is displayed here.
Assigned Tours	The tour that assigned the order or, if there was no direct tour assignment, accepted the order is displayed here.
Creation date	The creation date and time are displayed.
Creator	The creator is displayed.
Closed	The date and time when the order was completed are displayed.

Create order

New orders can be created by clicking on + Create order.

The following data must be entered here:

Selection	Description
Floor / Category	The floor or category must be selected. Here also several can be selected.
Area / Item	The specific areas or elements must be selected here. However, multiple orders can be assigned to one area.
Type	Here you can choose between the following three types: Complete cleaning - A complete cleaning is scheduled. Categories - All activity types without scheduling from this category will be triggered. Service types - All selected service types will be triggered. Only service types without scheduling can be triggered. The activity type must be activated on the area type for this. You can restrict the selection of order types as desired via soobr support. When creating an order, only order types that have been selected during filtering will appear for selection. This restriction is useful, for example, if you have a higher-level category such as departures or event cleaning, but want to trigger specific services such as departure from isolation room, regular departure, or event cleaning with food consumption and event cleaning without food consumpition. In this case, restrict the filtering to services.
Due date	This is only possible for tasks without scheduling and on-demand tasks. Tasks can be planned in advance. For example, the end customer with cockpit access can give the provider an on-demand cleaning in planning before the planned cooking event, the extraordinary coffee break or another one-time event. The order will then have a pending status, allowing you to change the date if necessary.
Time	Orders can also be explicitly assigned to a specific tour.
Priority	You can choose betwenn high, medium or low priority. The orders are then scheduled acoording to the corresponding priority an ddisplayed on the app.
Message	A message for the cleaner can be entered here.
Upload a photo	A photo for the cleaner can be uploaded here.

Status History

The following table explains the statuses:

Status	Description
Submitted	The order has been created and is waiting for execution.
Waiting	The due date has not yet been reached.
In Progress	Min. 1 service is being performed at the moment. Not all services have been completed yet.
Completed	All services on all areas have been completed.
Cancelled	The order has been cancelled.
Closed without execution	Closed without execution: An order was triggered by a peripheral system (e.g., KIS) or by due date. However, all services had already been posted in another order. The order is then closed without execution,
Closed	This can be done manually in order management (...menu). In addition, the status is set automtically when the order completion has been correctly transmitted by soobr to higher-level systems (e.g., KIS).

It is also possible to filter by the desired status.

Order for mutiple areas

If several areas are selected when creating an order, an order is created for each area.