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USER MANUAL Operations Management System

1. Internet The text block on the Add a Unit Note screen will facilitate a note of up to 300 characters Delete Click Delete to remove a specific note Clear The Clear button confirms the choice to clear all notes and unit override costs for the selected unit 31 gt Administration OMS Configuration NAvIS HMS Configuration The HMS Configuration section provides the ability to customize the color scheme of the HMS system Colors HMS allows the user to customize the colors on the Units screen These are used as a visual cue to show the task and occupancy status of each unit displayed F Colors Microsoft Internet Explorer provided by NAVIS OBS File Edit View Favorites Tools Help Q x Q x El cA JO search she Favorites 2 Se w LJ a Address http Juww navistechnologies info OMSApp1 Admin Colors aspx Google v G search g E337 blocked GA Ral Options Colors Administration Task Activity Information Click to view chosen color LightSteelBlue x Waiting Color Test BurlyWood LightCoral DarkSeaGreen Bue w Occupied Text Color Black x Vacant Text Color Save Previous Selection Please report beta problems by emailing jmaierfdnavistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Colored Boxes amp Colored Text Use the dropdown menus to select a col
2. 14 gt How Do I NAVIS You will then be able to view and print the report This report will show the Unit Unit Notes if any Address Task Scheduled Date and Anticipated Amount It will also show you a total number of tasks as well as a total dollar amount 2 http www navistechnologies info OMSApp1 Reports genReports 1 399820 pdf Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ra x a O JO search she Favorites O 2 2 a i a Address El http wmw navistechnologies info OMSApp1 jReports genReports 1399620 pdF p 7 i E E o El Eo Google wl Ci Search Shaa7 blocked GA fea options Bl seveacopy 2 Print emai i search MS oh MO A Review acomment son Select Text EE Select Table Y Select Image 9 sere EQ DiGles 0 3 2 Bookmarks gt Schedule Report 12 12 2006 Thru 12 13 2006 NAVIS p Employee Unit Address Task Scheduled Date Anticipated Amount 001 Powell Matt B326 54326 Bear Dr 01 Departure Clean 12 13 2006 40 00 8505 17505 Brandywine Rd 01 Departure Clean 12 13 2006 40 00 D769 15769 Davis Rd 01 Departure Clean 12 13 2006 40 00 P134 1134 NE Paula Dr 01 Departure Clean 12 13 2006 40 00 Count 4 Employee Total 11 6x8 5in gt blo Ol Mma Internet 15 How Do I NAVIS How do I print an Employee Report To print an Employee Report click on the Reports menu select Em
3. Address http www navistechnolagies infofOMSApp1 Group GroupNotifyAdd aspx GroupName Cleaning 201 Search g 337 blocked GA E Options Add Group Notification Task Activity Group Name Cleaning 1 Task Status 1 Waiting x Task Code 01 Departure Clean Y Destination Description Type mpowell navistechnologies com Office Email Email Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Task Status The Task Status dropdown is used to select the status that will trigger the notification event 36 2 Administration Group Configuration NAVIS Task Code The Task Code dropdown is used to select the task code that when placed into the Task Status specified above will trigger the notification event Select The Select column contains the selection boxes used to indicate which contact s should be notified in the event that the notification criteria are met Any Additional Contacts may only be added through the Guest Connections Misc Database options Occup Notify The Occup Notify button will open up the Group Occupancy Notify screen This screen is used to add a notification to a specified group upon the change in Occupancy of a specified unit Z OMS Group Occupancy Notify Microsoft Internet Explorer pro
4. ShOblocked YF Check v y Autolink w YE Autori mp Sendtow A O settings Create Employee Group Schedule Administration Task Activity Messaging Information Date 12 22 2006 7 Task 01 Departure Clean lt j Select One ID Last Name First Name v 001 Powell Matt 002 Wick Jeremy 003 Thompson Cynthia 004 Buckles Lora 005 Roper Jeff 006 Gage Nate 007 Bond James 008 Murchy Sherron 009 Smith Jamison 0 Dkessel Katrina 011 Dave s Electric Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7099 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Similar to the Create a Schedule Task screen in functionality make selections using the appropriate parameters For each Employee Group created only the units assigned to each specified group will show up as selectable items in the selection boxes If no unit groups have been created for the employee all units will be displayed If you have an employee who will be working in a unit outside of his her normal employee group a single task will need to be created for this instance 57 2 Task Activity Schedule Tasks Work Orders NAVIS Edit The Edit button allows the modification of any currently scheduled tasks The Task Code and the Unit Description cannot be edited E
5. Task Code Description Amount Departure Clean 40 00 Inspection 500 Deep Clean 60 00 Maintenance o DO Pool Clean 1150 00 Hot Tub Clean 75 DO Lawn Mow 150 Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 24 Administration Task Codes NAVIS Edit Click the Edit link to change the parameters on existing tasks Task Code This field cannot be edited as it is the key identifying field for tasks within the task table Task Description Changes to the task description field will be associated with the corresponding task code number in all future and historical reports Task Amount It is recommended that the Task Amount field be set when the value of the task is the same for all units For example delivering firewood may be set to the same value for all units but the cost of cleaning will usually vary from unit to unit and therefore can be set in the Unit Configuration section Delete The Delete link deletes the task on the corresponding row Any historical data associated with this task code will remain in the system for 90 days and be displayed on any applicable reports However the description will no longer be displayed 25 Administration Employees NAVIS Employees The Employees section is where employees are listed in HMS It will all
6. Inspection 11 Inspection 11 Inspection 02 Full Clean 02 Full Clean 02 Full Clean Parameters e Date Range Appear on separate pages Include Waiting Tasks Include Work Orders Select Employee s 12 29 2006 3 05 44 PM 12 29 2006 11 03 07 AM 12 29 2006 12 52 01 PM 12 29 2006 9 21 26 AM 12 29 2006 2 08 21 PM 12 29 2006 10 43 28 AM 12 29 2006 4 27 34 PM 12 29 2006 4 22 06 PM 12 29 2006 3 40 40 PM 12 29 2006 12 54 05 PM 12 29 2006 12 24 12 PM 12 29 2006 2 29 48 PM 12 29 2006 11 49 00 AM 12 29 2006 9 45 10 AM 12 29 2006 4 03 57 PM 12 29 2006 12 22 56 PM 12 29 2006 2 53 13 PM 12 29 2006 10 50 53 AM 12 29 2006 4 02 17 PM 12 29 2006 1 51 12 PM 12 29 2006 4 27 34 PM 12 29 2006 4 22 06 PM 12 29 2006 3 40 40 PM 12 29 2006 1 03 03 PM 12 29 2006 12 43 43 PM 12 29 2006 4 01 21 PM 12 29 2006 2 19 19 PM 12 29 2006 11 33 58 AM 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp 4 Comp o Reports Employee Instruction Card NAVIS Employee Instruction Card The Employee Instruction Card provides instructions on how to log into HMS Employee 001 Matt Powell Buehner Fry Phone Instructions Task Description Status Description In Unit with a BFI Phone 01 Departure Clean 2 In Process Lift the receiver and press 3 02 Inspection 3 Incomplete Enter your Employee ID 001 03 Deep Clean 4 Complete Enter the 1 digit Status Code 04 Maintenan
7. as well as the Date amp Time of last reporting is displayed Another feature of HMS 2 0 is the addition of an expiration date for the Guest Notify function This allows you to set a date to have the notification automatically cancel if the trigger event was never properly updated from within the unit by an Employee This will prevent HMS from calling your guests a week after they have arrived to let them know that your vacation rental is now ready for occupancy A new addition to the HMS Reports is the Average Calculations Report This is a statistical analysis report which can be used to evaluate several different sets of data Such as Time Spent by Employee per Unit per Task It is especially helpful for those who pay their employees on a piece rate It will provide a dollar per minute breakdown of the data you are used to seeing in the other reports The Multiple Occupancy Change screen is a new time saving feature to allow you to change the occupancy of several units at once unlike earlier versions of HMS where it was necessary to edit each unit one at a time 18 gt New Features NAVIS Finally a new feature has been added to the Scheduling Set up The Assign Scheduling section is used for setting up specific units in an employee group to make the daily weekly scheduling more efficient by showing only the pre selected units available for each group Under the original scheduling option it was ne
8. Creation Date The Creation Date field displays the date and time the task was created Last Updated From The Last Updated From field displays the source the task was last updated from Last Updated Time The Last Updated Time field displays the date and time the task was last updated Task Code The Task Code field displays the task performed as well as 1ts description Status The Status field displays the current status of the posted task Use the dropdown menu to change the current status of the task 47 Task Activity Unit Status NAVIS Employee The Employee dropdown menu is used to change the employee who performed the task A change to this field can be useful in situations where a new employee is assigned to a task originally assigned to a different employee or if it was started by one employee and completed by another Start Date Time The Start Date Time dropdown field can be adjusted End Date Time The End Date Time dropdown field can be adjusted Amount The amount field can be adjusted View View shows all the specific details of the selected task Task Microsoft Internet Explorer provided by NAVIS y v http www navistechnologies info OMSApp1 Activity Task aspx Mode Display File Edit View Favorites Tools Help e k Br sO Pet v y Bage G Toos gt Matt Powell Test Account View Details Task Activity Messaging Unit Description B326 Task Code 01 Departure Cle
9. EA 12 Sched le Rep a E a a eae aa weeatean cnt 13 Average Calculation Report cisisiisisccisesccsessgecasasuaddesssnedeacansessnntesecedeansecensdes 74 HMS What is NAVIS HMS HMS or Operations Management System is NAVIS innovative time saving product It is designed to streamline your operation empower your employees and improve your bottom line by instantly monitoring all the crucial activities of your day to day operations The first section of this manual is a brief walk through of common HMS actions in a step by step How To format Next is a full outline of all the HMS functions This outline contains a site map of the website with details and screen shots of all the functions available for customizing and utilizing the HMS system as well as all of its available reports gt How Do I NAVIS How Do I How do I add a new Task Code To add a new task click on the Administration menu and select Task Codes from the menu items Click Add New 2 OMS Task Codes Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tool Help Qe x a ON JO search she Favorites e B amp ma gt D Address http uwww navistechnologies iniy OM5App1fadminjtaskcodes aspx Task Codes Administration Task Activity Messaging Information New Features Task Code Description Amount Departure Clean 40 00 Inspection 5 00 Deep Clean 60 00 Pool Clean 160 00 Hot Tu
10. El Done o Internet El Edit The Edit link opens up an existing task for editing Typically the only time a task needs to be edited is to close open tasks that were not closed properly by the employee performing the task in the unit 46 Task Activity Unit Status NAVIS a Modify Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qu a a JO search se Favorites 2 aea wWe Address a http fuwww navistechnologies infojOMSApp1 Activity TaskModify aspx Mode Edit iv E co inks gt Google G w gt Broblocked O settings w Task WO Modify Administration Task Activity Messaging Reports Information New Features Unit Description B326 Task Code 01 Departure Clean Created From Schedule Status 4 Complete Y Creation Date 12 12 2006 7 21 35 AM Employee 001 Powell Matt v Last Update From OMS Web Start Date Time 12 12 2006_ 07 21 AM v Last Update Time 12 12 2006 7 21 50 AM End Date Time 12 12 2006 07 x 21 AM Amount 40 00 Save Cancel Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 4D Internet Unit Description The Unit Description indicates the unit for which the task was assigned Created From The Created From field displays the source the task originated from
11. Explorer provided by NAVIS File Edit View Favorites Tools Help Qu O i AMD JO search She Favortes e A 2 u We Address a http www navistechnologies info OMSApp1 EmpGroups EmpGroups aspx 7 Google v C Search g S337 blocked GA Fa Options Employee Groups Administration Task Activity Messaging Information New Features Employee ID Last Name First Name Count f View Delete 1 Powell Matt 10 Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Add New Click the Add New link to open the Group Employee Add screen 2 Group Employee Add Microsoft Internet Explorer provided by NAVIS Fie Edit View Favorites Tools Help Q O x AOD Osa Jrs E A E a JA Address a http www navistechnologies info OMSApp1 EmpGroups EmpGroupAdd aspx Y Go Search 9 337 blocked GA al Options Group Employee Add Administration Task Activity Messaging Information New Features Cancel Y 001 Powell Matt 002 Wick Jeremy 003 Thompson Cynthia 004 Buckles Lora 005 Roper eff bos Gage Nate Bond James 008 Murchy Sherron 009 Smith Jamison Kessel Katrina Dave s Electric Select Use the Selection Boxes in this column to choose an employ
12. Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ra x a JO search she Favorites O ee 2 jw la a Address a http www navistechnologies info OMSApp1 Admin UnitNotes aspx vw G Search g 337 blocked GA ed options Unit Notes Administration Task Activity Messaging Information New Features a is a test example note for the Unit Notes Screen 12 12 2006 9 03 12 AMI Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 30 ee ae ve Administration Unit Configuration NAVIS Add New Click on the Add New link to add a new note Each new note added will be displayed on the Unit Notes screen in chronological order 2 Add a Unit Note Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Q x x a O JO search sie Favorites O 2 s E gt laa a Address ES http www navistechnologies infofOMSApp1 Admin UnitNotesAdd aspx so Search g 337 blocked GA Ral Options Add a Unit Note Administration Task Activity Information Unit Description B326 Save Cancel Please report beta problems by emailing jmaien navistechnologies corn calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks
13. Q pox oa x a CA JO search She Favorites O 2 a mA Ly A Address l http fuwww navistechnologies info OMSApp1 Admin TaskMotifyAdd aspx Adding Notification Task Activity Information Task Status 1 Waiting EN Destination Description Type mpowell navistechnologies com Office Email Email Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Task Status The Task Status drop down menu is used to select a status which will create the trigger to send the notification Each time a task is associated with a unit it will be in one of the following four status settings 1 Waiting 2 In Process 3 Incomplete and 4 Complete Typically the status chosen for sending a notification is the Complete status Select Destinations for the notification can be selected by placing a check mark in the appropriate selection box next to the desired destination Single or multiple destination s can be selected at the same time for the same notification Z OMS Task Codes Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Ox AOD eo ferme O R DA Address a http fuww navistechnologies info OMSApp1 admin taskcodes aspx G search 5 1337 blocked QA Fa Options Task Codes Task Activity Information
14. Software 12 29 2006 10 04 51 AM B0502 Vacant Software 12 29 2006 9 30 14 AM B0504 Occupied Software 12 29 2006 9 53 14 AM B1101 Occupied Software 12 29 2006 5 03 39 PM B1204 Occupied Software 12 29 2006 7 48 51 AM BCHBZ Vacant Software 12 29 2006 8 38 54 AM BLUEH Occupied Software 12 29 2006 2 25 27 PM C0606 Occupied Software 12 29 2006 11 56 00 AM C1204 Occupied Software 12 29 2006 11 56 22 AM CHATE Occupied Software 12 29 2006 4 34 40 PM CR301 Vacant Software 12 29 2006 10 37 44 AM D0304 Occupied Software 12 29 2006 4 33 41 PM DICE Occupied Software 12 29 2006 11 16 08 AM DOLPH Occupied Phone 12 29 2006 9 39 27 PM E0304 Occupied Software 12 29 2006 10 12 34 AM E0501 Occupied Software 12 29 2006 11 57 18 AM E0604 Occupied Software 12 29 2006 7 47 56 AM F2602 Vacant Software 12 29 2006 12 20 37 PM F703W Occupied Software 12 29 2006 10 49 17 AM GV216 Vacant Software 12 29 2006 12 20 13 PM GV414 Occupied Software 12 29 2006 3 08 52 PM H1105 Occupied Software 12 29 2006 7 48 31 AM 10403 Occupied Software 12 29 2006 5 08 11 PM KW074 Vacant Software 12 29 2006 12 17 57 PM L0501 Occupied Software 12 29 2006 2 01 38 PM LIFE Occupied Software 12 29 2006 2 22 15 PM M0512 Occupied Software 12 29 2006 4 42 56 PM Parameters e Select Occupancy e Select Where Changed From e Select Date 70 gt Reports Occupancy History Report NAVIS Occupancy History Report The Occupancy History Report provides a summary of all occupancy changes for a
15. given date range The changes are sorted in alphabetical order by unit Occupancy History for 12 01 06 thru 12 29 06 Occupied Software 12 27 2006 5 30 32 PM Vacant Software 12 8 2006 11 41 33 AM Occupied Software 12 3 2006 12 57 32 PM A0104 Occupied Software 12 28 2006 8 22 03 AM A0106 Occupied Software 12 28 2006 3 35 56 PM A0201 Occupied Software 12 26 2006 2 45 46 PM A0204 Occupied Software 12 26 2006 2 48 39 PM A0205 Occupied Software 12 17 2006 7 53 02 AM A0206 Occupied Software 12 26 2006 2 49 11 PM fe Parameters e Select Occupancy e Select Where Changed From e Select Date Range 71 gt Reports Work Order Report NAVIS Work Order Report The Work Order Report details the amount of time spent at a unit doing any work orders logged into HMS gt N A V I Ss Work Order Report for 12 01 2006 thru 12 29 2006 Work Order Employee Unit Start Date EndDate Status Amount 002 MTHO7 12 20 2006 1 01 29 PM 12 20 2006 1 01 29 PM 4 Complete 013 KHC14 12 23 2006 8 59 07 AM 12 23 2006 8 59 07 AM 4 Complete 013 DIX03 12 15 2006 2 01 52 PM 12 15 2006 2 01 52 PM 4 Complete 017 QLN23 1 Waiting 025 YEL26 12 23 2006 10 31 51 AM 12 23 2006 10 31 51 AM 4 Complete 029 PVCH4 12 19 2006 1 16 51 PM 12 19 2006 1 16 51 PM 4 Complete 111 RCC12 12 28 2006 12 36 17 PM 12 28 2006 12 36 17 PM 4 Complete 111 LRK11 12 6 2006 2 59 36 PM 12 6 2006 3 10 25 PM 4 Complete 210 PVCK6 12 23 2006 9 36 42 AM 12 23 2006 9 36 42 AM 4
16. much detail as possible Thanks A AS Add New The Add New link loads the Guest Notify Addition screen 60 Task Activity Guest Notify NAVIS A GuestNotifyAdd Microsoft Internet Explorer provided by NAVIS File gdt view Favorites Tools Help Qu O x 2 Orn fers E Ae mA Address E http www navistechnologies info OMSApp1 jGuestNotify GuestNotifyAdd aspx Y Be Links gt Google G vw co E YY Bookmarks Ehoblocked EF check y Autolink YE autoril ep Sendtow A Q Settings w Guest Notify Addition Administration Task Activity Messaging Information Guest Name Guest Phone Number Receiving Type Voice Y Unit Description i i Task Work Order 01 Departure Clean j Status 1 Waiting x Message Your vacation rental is now ready for occupancy Expire Date 12 22 2006 Save Cancel Please report beta problems by emailing jraier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Guest Name Enter the name of the Guest Guest Phone Number Enter the destination number the guest would like to receive notification on Receiving Type From this dropdown menu select the message delivery type Unit Description Select the appropriate unit the guests will be checking into from the dropdown menu If you have navigated to Guest Notify from th
17. select Employees from the menu items Select the appropriate employee from the list and click Delete 2 OMS Employees Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help O O ha G Pas kee OBS a We Address http www navistechnolagies infofOMSApp 1 admin Emplayees aspx Es Search g E1337 blocked GA Ral Options Employee setup Administration Task Activity Messaging Information New Features Employee ID Last Name First Name Gece 001 Powell Matt HE Ocio aaa Wick Jeremy f Edit Delete 003 Thompson Cynthia Ey ao Buckles Lora MI oes oe J ect delete g Gage Nate AMET cote pod ames Edit Delete 0 Murchy Sherron Delete fu Smith Jamison Delete aa Kessel Katrina Please report beta problems by emailing jrnaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet 1 How Do I NAVIS To confirm that you want to delete this employee click OK on the dialogue box Microsoft Internet Explorer E 2 J Are you sure you want to delete this item i Cancel The selected employee will no longer show in the Employee screen or appear in any reports gt How Do I NAVIS How do I schedule Tasks To schedule a task click on the Task Activity menu and select
18. setup Administration Task Activity Mussaging Information New Features Employee ID Last Name First Name Powell Matt Wick Jeremy Thompson Cynthia 1 Buckles Lora Roper Jeff Gage Nate Bond James Murchy Sherron Smith Jamison J Delete aly Kessel Katrina Please report beta problems by emailing jrnaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks gt How Do I NAVIS Click inside of the Employee ID Box and type in a new employee number This number needs to be 3 digits 001 thru 999 and must be unique not a number already assigned to an existing employee Click inside of the First Name box and type in the new employee s first name Click inside of the Last Name box and type in the new employee s last name 2 EmployeesAdd Microsoft Internet Explorer provided by NAV S File Edit view Favorites Tools Help Q x Q x El JO search Shp Favorites Address http uww navistechnologies infofomsapp1 adminfemployeesAdd aspx Google Y 52H AE Adding an Employee First Name I Last Name 7 Ppyright 2006 Navis All rights reserved Finally click on the Save button to save this new employee gt How Do I NAVIS How do I delete an Employee To delete an existing employee click on the Administration menu and
19. tasks your employees will be performing in each unit 30 character limit Amount The Task Amount is the default amount paid out to an employee when this task is completed in a unit Typically this is referred to as a piece rate or piece amount If you do not use piece rates leave blank 2 Add Task Code Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Q x x a EA JO search Shp Favortes B eB e las a Address http fuww navistechnologies info OMSApp1 admin TaskCodeAdd aspx Google v C search g 31397 blocked a ea Options Add Task Code Administration Task Activity Information Task Code Description Amount Save Cancel Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure ta include as much detail as possible Thanks 22 Administration Task Codes NAVIS Notify The notify option provides the ability to automatically send a notification via phone fax or email any time the status of that task is changed The notification destinations must be added via the guest connections portion of the website prior to adding any new notification 3 OMS Task Codes Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Q ra z x a JO search Shp Favorites BS A LJ A Address a http
20. want to view the report for all employees during the selected date range click Check All Otherwise place a check mark in the appropriate selection box next to the employee s ID Then click Process 16 gt How Do I NAvis You will need to select a format for viewing Click either Excel XLS or Acrobat PDF You will then be able to view and print the report This report will show the Task Unit Start Date End Date Status and Amount of each task performed during the selected date range The report will also show a total Amount paid for each employee 2 http www navistechnologies info OMSApp1 Reports genReports 1399821 pdf Microsoft Internet Explorer provided by NAVIS Eek File Edit view Favorites Tools Help ay Q x amp x a D JO search She Favorites O B A a LJ a Address http www navistechnolagies infofOMSApp1 Reports genReports 1399821 pdF v Ba Links Googie v C search g Eb337blocked GA Eg options Pl soescoy em ema G seren A A O Review coment fF son H econ E sect Tal EB setct mage Cy TE sectas EA 7 D Djex e BH Y N AVIS Employee Report for 12 12 2006 thru 12 12 2006 Employee Task Start Date EndDate Status Amount 001 Powell Matt 01 Departure Clean 12 12 2006 7 22 38 AM 12 12 2006 7 22 38 AM 4 Complete 40 00 01 Departure Clean 12 12 2006 7 22 19 AM 12 12 2006 7 22 20 AM 4 Complete 40 00 01 Departure Clean 12 12 200
21. 35 2 Administration Group Configuration NAvIS Notify The Notify tab on the Group Configuration page opens the Group Notification page This is used to set up notifications for a specific group A notification is triggered when a task is changed to the chosen status At that time any contacts in the selected group will be notified For example the inspector responsible for inspecting all houses in this group could be selected for notification when the Task Code Departure Clean changes to a Complete status OMS Group Notify Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help GQ sx x a JO search ie Favorites O 2 s wl ha rel Address http www navistechnolagies info omsapp1 Group GraupNotify aspx GroupName Cleaning 201 Group Notification Administration Task Activity Messaging OMS Manual New Features Group Name Cleaning 1 Add new Status i Description Type Complete Departure Clean mpowell navistechnologies com Office Email Copyright 2006 Navis All rights reserved O tema Add New The Add New link is used to add a new group notification The options that must be selected for each Group Notify are Task Status Task Code and the destination of the contact to be notified 2 OMS Group Notify Add Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q rex 2 x a EA JO search she Favortes O B a jw Li A
22. 6 2 11 45 PM Designated Amount 12 28 2006 12 43 49 PM 12 28 2006 12 43 49 PM 12 28 2006 12 44 04 PM 12 28 2006 12 44 04 PM Designated Amount 12 28 2006 3 26 59 PM 12 28 2006 3 27 19 PM 39 80 39 80 39 80 20 00 20 00 20 00 20 00 20 00 0 00 0 00 0 00 PARO7 02 Full Clean RCC38 02 Full Clean 12 28 2006 8 05 37 AM 12 28 2006 8 05 57 AM 12 29 2006 3 15 40 PM 12 29 2006 3 41 48 PM 12 28 2006 9 16 48 AM 12 28 2006 9 17 04 AM 12 29 2006 4 14 57 PM 12 29 2006 4 13 58 PM Designated Amount 12 28 2006 9 16 50 AM 12 28 2006 9 17 06 AM Designated Amount 12 29 2006 4 14 59 PM 12 29 2006 4 13 59 PM 34 40 34 40 34 40 29 00 29 00 29 00 WIT12 11 Inspection Parameters By Unit or By Task Select Unit s 12 28 2006 3 16 10 PM 12 28 2006 3 17 00 PM 12 28 2006 3 19 10 PM 12 28 2006 3 18 52 PM Designated Amount 12 28 2006 3 19 12 PM 12 28 2006 3 18 53 PM 0 00 0 00 0 00 69 2 Reports Occupancy Change Report NAVIS Occupancy Change Report The Occupancy Change Report provides a summary of all occupancy changes logged thru the system The report also includes the method that the occupancy status was updated v gt N AN Occupancy Changed Report for 12 29 06 Unit Description Change To Changed Thru__ Change Date A0901 Occupied Software 12 29 2006 11 54 50 AM A1103 Occupied Software 12 29 2006 5 04 06 PM ALONG Occupied Software 12 29 2006 3 19 42 PM B0105 Vacant
23. 6 2006 8 22 41 AM 12 26 2006 10 07 00 AM 12 26 2006 1 25 00 PM EndDate 12 26 2006 9 04 00 AM 12 26 2006 10 44 00 AM 12 26 2006 2 03 00 PM 002 Wick Jeremy B505 01 Departure Clean H731 01 Departure Clean P134 01 Departure Clean Totals for Employee Average for Employee 00 37 00 00 25 00 00 23 00 01 25 00 00 28 20 12 26 2006 9 00 00 AM 12 26 2006 11 33 00 AM 12 26 2006 1 02 00 PM 12 26 2006 9 37 00 AM 12 26 2006 11 58 00 AM 12 26 2006 1 25 00 PM Report Total Report Average Parameters 03 21 19 00 33 33 e Unit vs Employee Appear on Separate Pages Display Start amp End Date Include Zero Amounts Include Zero Times Date Range Select Task s Select Unit s Select Employee s 74
24. 6 7 22 05 AM 12 12 2006 7 22 05 AM 4 Complete 40 00 01 Departure Clean 12 12 2006 7 21 45 AM 12 12 2006 7 21 45 AM 4 Complete 40 00 Total 160 00 Comments 11x8 5in l on GL Internet An amount is not shown or calculated for any tasks yet not completed 17 New Features NAVIS New Features With the release of HMS version 2 0 NAVIS has added some exciting new features that enhance your experience and increase overall functionality The first and most noticeable change is the new look HMS has been updated to match the look and feel of the NAVIS website as well as provide ease of navigation throughout You will notice that all Menu options are now available in a Tool Bar across the top of the screen This allows for navigation from screen to screen in a much more efficient and logical manner Unlike the earlier versions of HMS where it was necessary to click the back button Menu navigation is now accessible from every screen within HMS 2 0 The second new feature is the enhanced Tool Tip data on the Unit Status screen By holding your mouse pointer over one of the Unit buttons you may now view the most current task details without having to select the unit and view the Task Status The types of information shown on the tool tip are Task performed Task Status Occupancy State and Date amp Time of change in Status If you utilize the Energy Sentinel service the current Temperature
25. Complete 211 WHI20 12 28 2006 3 34 14 PM 2 In Process PNB04 12 4 2006 9 29 47 AM 12 4 2006 9 29 47 AM 4 Complete Parameters e Date Range e Appear on separate pages e Include Waiting Work Orders 12 Reports Schedule Report gt NAVIS Schedule Report The Schedule Report provides details on tasks scheduled in the future along with any Unit Notes for the assigned units Schedule Report 12 26 2006 Thru 12 26 2006 NAVIS E Employee Unit Address 003 Thompson Cynthia B505 17505 Brandywine Rd 148 Congress St 20607 Coventry Cir 15769 Davis Rd 51331 Evens Way 3225 NW Metke Pl Parameters e Date Range e Include Anticipated Amount e Select Employee s Task 02 Inspection 02 Inspection 02 Inspection 02 Inspection 02 Inspection 02 Inspection Scheduled Date 12 26 2006 12 26 2006 12 26 2006 12 26 2006 12 26 2006 12 26 2006 6 73 Reports Average Calculation Report gt NAVIS Average Calculation Report The Average Calculation Report is a statistical analysis of the HMS data shown as an average in dollars per hour a v gt NAVIS Employee Analysis Report for 12 24 2006 thru 12 31 2006 Employee Unit Task 001 Powell Matt B326 01 Departure Clean C607 01 Departure Clean 195 S 01 Departure Clean Totals for Employee Average for Employee Amount Task Time 00 41 19 00 37 00 00 38 00 01 56 19 00 38 46 rHr StartDate 12 2
26. Departure Clean 001 Powell Matt 12 20 2006 Schedule 12 20 2006 12 25 34 PM E331 01 Departure Clean 008 Murchy Sherron 12 20 2006 Schedule 12 20 2006 12 25 35 PMI M225 05 Pool Clean 09 Smith Jamison 12 21 2006 Schedule 12 20 2006 12 27 44 PMI 5195 06 Hot Tub Clean 010 Kessel Katrina 12 21 2006 Schedule 12 20 2006 12 27 57 PM t B505 01 Departure Clean 002 Wick Jeremy 12 21 2006 Schedule 12 20 2006 12 26 20 PM C607 03 Deep Clean 1003 Thompson Cynthia 12 21 2006 Schedule 12 20 2006 12 26 31 PM M225 01 Departure Clean 004 Buckles Lora 12 21 2006 Schedule 12 20 2006 12 27 31 PMI Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Add New The Add New link moves to the Create a Schedule Task screen where new tasks can be scheduled 54 2 Task Activity Schedule Tasks Work Orders NAVIS Create a Schedule Task Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ea Q x a CA po Search She Favorites O 2 2 fw las a Address http www navistechnolagies infofOMSApp 1 schedule CreateSchedule aspx Google G cow ER gt YY Bookmarksy h Oblocked Yr check y y Autolink H AutoFill ep Sendtow Create a Schedule Task Adm
27. IC12 PRDO5 Parameters e Date Range Start Date 12 29 2006 3 22 32 PM 12 29 2006 3 09 44 PM 12 29 2006 2 29 04 PM 12 29 2006 2 07 30 PM 12 29 2006 1 52 36 PM 12 29 2006 1 33 06 PM 12 29 2006 1 16 04 PM 12 29 2006 1 06 47 PM 12 29 2006 1 02 27 PM 12 29 2006 12 50 43 PM 12 29 2006 11 55 23 AM 12 29 2006 11 42 07 AM 12 29 2006 11 13 49 AM 12 29 2006 11 06 55 AM 12 29 2006 10 49 10 AM 12 29 2006 10 48 23 AM 12 29 2006 10 40 41 AM 12 29 2006 10 28 32 AM 12 29 2006 10 21 10 AM 12 29 2006 10 12 22 AM 12 29 2006 9 55 10 AM e Appear on separate pages e Include Waiting Tasks Select Task Code s EndDate 12 29 2006 3 22 32 PM 12 29 2006 3 09 44 PM 12 29 2006 2 29 04 PM 12 29 2006 2 07 30 PM 12 29 2006 1 52 36 PM 12 29 2006 1 33 06 PM 12 29 2006 1 16 04 PM 12 29 2006 1 06 47 PM 12 29 2006 1 02 27 PM 12 29 2006 12 50 43 PM 12 29 2006 11 55 23 AM 12 29 2006 11 42 07 AM 12 29 2006 11 13 49 AM 12 29 2006 11 06 55 AM 12 29 2006 10 49 10 AM 12 29 2006 10 48 23 AM 12 29 2006 10 40 41 AM 12 29 2006 10 28 32 AM 12 29 2006 10 21 10 AM 12 29 2006 10 12 22 AM 12 29 2006 9 55 10 AM Status 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete 4 Complete Amount 64 12 Reports Unit Report NAvIS Unit Report Th
28. Information New Features 1D Last Name First Name Location Phone Posted Time 001 Powell Matt Last known location was in unit B505 641 555 0001 12 14 2006 7 46 41 AMI 002 Wick Jeremy Last Location unknown fo o 003 Thompson Cynthia Last Location unknown 004 Buckles Lora Currently working in unit B326 641 555 0003 10 31 2006 1 13 02 PMI 005 Roper Jeff Last Location unknown 006 Gage Nate Currently working in unit P134 641 555 0002 10 14 2006 9 57 11 AM 007 Bond James Last known location was in unit S195 1 541 555 0004 10 24 2006 6 40 03 AMI 008 Murchy Sherron Currently working in unit P134 541 555 0002 10 14 2006 9 57 10 AM 009 Smith Jamison Last known location was in unit C148 1 541 555 0011 10 18 2006 9 48 48 AMI 010 Kessel Katrina Currently working in unit P134 641 555 0002 10 14 2006 9 57 11 AMI 011 Dave s Electric Currently working in unit P134 1 641 555 0002 10 14 2006 9 57 10 AMI Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet Following is a brief description of the location statements shown on the Employee Location screen Currently working This states that the Employee is currently in the unit and performing the assigned task Last known location was This states that the Employee was in this unit and has complete
29. Mi la a Mpo Links gt Address http fuww navistechnologies info OMSApp1 Group GroupConfigDetail aspx Display Add Google G search g SSiaa7 blocked GA Ral Options Navis Adding to a Group Administration Task Activity Group Name Check All Cheer Al B326 B505 C148 c607 D769 E331 H731 M225 P134 5195 Please report beta problems by emailing jraier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet Group Name The Group Name field can be filled in with any name that you choose It 1s recommended that you chose one that represents the units or the group you are creating For example if creating and inspection group for one specific employee you can use the Inspectors name as the group name Select Use the Selection Boxes to indicate which units are in the current group A Check All and Clear All functions are also available Any new units added to HMS after a group is made will need to be added to each individual group manually HMS will not automatically add the unit to the group Edit The Edit button navigates to a page that will allow you to add or remove units from a group View The View button displays the page containing a list of all units in the selected group
30. Schedule Task WO from the menu items Click Add New 2 Schedule Microsoft Im rnet Explorer provided by NAVIS gles info OMSApp1 schedule schedule aspx Be G Search 50 E337 blocked QA Ea options Schedule Administration Task Activity Messaging Information New Features Unit Task Employee Scheduled Date Source Last Changed Date Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet 10 gt How Do I NAVIS From this screen select the Task you are scheduling from the dropdown menu and the Date you are scheduling the task for 2 Create a Schedule Task Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help O O HAG Address a http www navistechnologies info OMSApp1 sch yule CreateSchedule aspx Google G Search A Shsa7 blocked GA Create a Schedule Task Task Activity Date 12 13 2006_ Task 01 Departure Clean Ff Cancel gt i ID Last Name First Name O 001 Powell Matt 002 Wick Jeremy fe Thompson Cynthia 004 Buckles Lora 1005 Roper Jeff 006 Gage Nate 1007 Bond James DOS Murchy Sheron 1009 Smith Jamison 010 Kessel Katrina Please report beta problems by e
31. State Occupancy Vacant Occupied Task or Work Order mon mos fs P Please report beta problems by emailing jraier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet All Units The default on the dropdown box in the top corner of this page is All Units this setting displays all units Open Task Units When the dropdown box is set to Open Task Units only units with an unfinished task will be displayed Unit Description The Unit Description can contain a full or partial Unit Description All units that contain the character string in this field will be displayed City State The City and State fields allow the selection of all units in a given city and or State Occupancy The Occupancy field allows the selection of units based on occupancy Task or Work Order Number The Task or Work Order Number field enables the selection of units with the same open task Search The Search button performs the specified search 45 Task Activity Unit Status NAVIS Hide Search Hide search closes the Advanced Search tools keeping any selection that was made using the search function The search parameters will return upon the 60 second refresh Unit Detail Clicking on any one of the Unit Buttons will display the Unit Detail page for the selected unit This will show the
32. Status Task Work Order number and description Employee number and the Start and End Time of each listed task These are displayed by Date starting with the most recently updated task 24 UnitTasks Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qe x a EA p gt Search she Favorites O 2 2 fw ha rel Address a http ffuwww navistechnologies info OMSApp1 Activity UnitTasks aspx Google v GI search g 337 blocked GA al options Unit Tasks Administration Task Activity i Information Unit is Vacant Unit Description B505 Thru Software at 10 24 2006 6 28 06 AM Address 17505 Brandywine Rd Unit B505 City Bend State OR Zip 97701 Phone 541 555 0001 Status TaskAWO Employee Start Time End Time ET TA EEE complete 01 Departure Clean 12 12 2006 7 22 05 AM 12 12 2006 7 22 05 AM JE ATA a Complete o Departure Clean 10 14 2006 9 57 29 AM 10 14 2006 9 57 30 AM ME ETE E Autoclosed 101 Departure Clean ET ITA LEE corpete 01 Departure Clean 10 5 2006 6 46 53 AM 10 5 2008 6 48 00 AM EA ETA EEE complete 02 Inspection i 10 5 2006 11 19 37 AM 10 5 2006 11 20 57 AM EE TA EE complete 01 Departure Clean 10 4 2006 1 40 11 PM 10 4 2006 1 41 28 PM Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks
33. Vacant H731 OOccupied Vacant M225 O Occupied Vacant P134 OOccupied Vacant 5195 Occupied Vacant Please report beta problems by emailing jraier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet 53 gt Task Activity Schedule Tasks Work Orders NAVIS Schedule Tasks Work Orders The Schedule Tasks Work Orders screen is the where tasks can be scheduled for future dates All scheduled tasks are displayed on this screen Any tasks scheduled with the current date or past date are displayed on the table with a pink background The tasks with future dates are displayed in a blue and white alternating background The Schedule Task feature enables anyone doing scheduling to save time and create known future tasks in advance This simplifies the daily procedure to consist of a single click on the Post Todays link 2 Schedule Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qe x aA A JO search i Favorites E 2 amp wl gt Ld a Address http www navistechnolagies info OMSApp1 schedule Schedule aspx e Eco Links gt de Ge Y Go Bookmarks ho blocked Y Check y Y Autolink YE AutoFill a Send tov Settingsw a e i E Schedule Task Activity Messaging Information Employee Scheduled Date Source Last Changed Date 18326 01
34. an Source Schedule Current Status 4 Complete Creation Date 1 3 2007 8 22 06 AM Employee 001 Powell Matt Last Updated From OMS Web Start Date Time 12 26 2006 8 22 41 AM Last Updated Time 1 3 2007 8 23 16 AM End Date Time 12 26 2006 9 04 00 AM Total Duration 41 32 minutes Amount 40 00 Please report beta problems by emailing OMS navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks E O internet Delete Delete will remove the task and all its details from the Unit Note deleted tasks will no longer be displayed on any subsequent screens or reports once removed 48 Task Activity Employee Location NAVIS Employee Location The Employee Location provides a list of all employees current or last known location as logged by the HMS system These are listed in chronological order from the newest to the oldest posting as a default setting To re sort this data click on any one of the appropriate column headers E EmployeeLocation Microsoft Internet Explorer provided by NAVIS Fie Edit View Favorites Tools Help Qu 090 100 Psa Jr O 2 2 DA Address El http Juww navistechnologies info OMSApp1 Activity EmployeeLocation aspx De Ba Links Google G w 600 Ej TY Bookmarks EhOblocked Check y Autolink y YH Autori sp Sendtow A O settings w Employee Location Administration Task Activity Messaging
35. ar on any subsequent reports 59 Task Activity Guest Notify NAvIS Guest Notify The Guest Notify menu items provide the ability to contact a guest upon the completion of a task This feature is commonly used to notify a guest who has requested an early check in The notification is accomplished by scheduling an automated message to be delivered when a housekeeper or inspector calls into the HMS system to log a change in the current status of a specific task Guest Notify List The List screen displays all of the Notifications created The list can be sorted by clicking on the column headers 2 OneTimeNotify Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ra z x a CA gt Search She Favorites O B 2 wj i rel Address B http www navistechnolagies info OMSApp1 GuestNotify OneTimeNotify aspx v E co inks Google Gr w co 4 ER x TY Bookmarks Ehoblocked Y Check y y Autolink v YE AutoFill ep Sendtow A O Settings w Guest Notify Administration Task Activity Messaging Information dd New Phone Number John Doe 541 555 1111 1850501 Complete 12 22 2006 Robert Smith 6641 555 1112 c148 01 Complete 12 22 2006 J Delete Jim Johnson 641 555 1113 C607 02 Complete 12 22 2006 Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as
36. b Clean 75 00 Lawn Mow 16 00 dd Ne f ea f ei f Edit i Maintenance 0 00 MET f En Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks gt How Do I NAVIS Click inside of the Task Code Box and type in a new task number This number should be 2 digits 01 thru 99 and must be unique not a number already assigned to an existing task Then click inside of the Description box and enter the description of the new task Next click inside of the Amount box if you want to assign a specific non changing amount to this task no matter where the task is performed 2 TaskCodeAdd Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Qx gt x E JO search Sig Favorites Description Amount pyright 2006 Navis All rights reserved Finally click on the Save button to save this new task gt How Do I NAVIS How do I add a new Employee To add a new employee click on the Administration menu and select Employees from the menu items Click Add New 2 OMS Employees Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Address a http www navistechnologies info OMSAph1 admin Employees aspx Employee
37. ce Enter the Task Code WO followed by the key 05 Pool Clean Wait for Thank You 06 Hot Tub Clean 07 Lawn Mow In Unit No BFI Phone Dial 1 800 605 6484 or 1 866 808 1750 Enter your Employee 1D 001 Enter the 1 digit Status Code Enter the Task Code WO followed by the key Wait for Thank You Parameters e Appear on separate pages e Instructions e Select Employee s e Select Task Code s 68 Reports Employee Team Report gt NAVIS Employee Team Report The Employee Team Report is used to show data on a group of 2 or more employees working on the same task within a specified unit gt NAVIS Unit Task Employee CINO3 11 Inspection Team Task WO by Unit 12 28 2006 Thru 12 29 2006 Start Time 12 28 2006 3 45 25 PM 12 28 2006 3 45 47 PM End Time 12 28 2006 3 49 58 PM 12 28 2006 3 50 17 PM Last Updated Amount Designated Amount 12 28 2006 3 49 59 PM 12 28 2006 3 50 19 PM 0 00 0 00 0 00 CRG04 02 Full Clean CUL17 02 Full Clean DIX03 11 Inspection 12 28 2006 12 51 25 PM 12 28 2006 12 51 45 PM 12 28 2006 11 11 15 AM 12 28 2006 11 11 15 AM 12 28 2006 11 11 34 AM 12 28 2006 11 11 34 AM 12 28 2006 3 24 30 PM 12 28 2006 3 24 49 PM 12 28 2006 2 11 24 PM 12 28 2006 2 11 44 PM 12 28 2006 12 43 48 PM 12 28 2006 12 43 48 PM 12 28 2006 12 44 03 PM 12 28 2006 12 44 03 PM 12 28 2006 3 26 57 PM 12 28 2006 3 27 17 PM Designated Amount 12 28 2006 2 11 26 PM 12 28 200
38. cessary to go through the entire unit list and select those units you wished to assign to an employee With the Employee Group you can create a much smaller unit list to make this unit selection process more streamlined All of the above additions to HMS 2 0 are covered in greater detail in the manual 19 gt OMS Home Page NAVIS HMS Site Documentation HMS Home Page The HMS Units Page is the top level navigation screen for operating the HMS System All Menus are accessible in a toolbar across the top of the screen below the NAVIS logo Hovering your pointer over each Menu header will open a Sub Menu for the selected Menu 2 Units Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qe z x a JO search she Favorites a B Ed a LJ Address Eh ww navistechnologies info OMSApp1 Activity Units aspx Google YI IG search 9 S 337 blocked GA Ed Options Units waon joo wo A eS on Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet 20 Administration Task Codes NAVIS Administration The HMS Administration section of the website is the area where setup and configuration are performed This includes adding Tasks and Employees for tracking activity with the HMS system There are two es
39. chedule aspx Google Glw vw G00 Ej YY Bookmarksy Shoblocked Yr Check y y Autolink y o AutoFill a Sendtor A Create a Schedule Task Administration Task Activity Messaging Information Date 12 22 2006 FF Task 07 Lawn Mow Employees Matt Powell B326 B505 e148 C607 D769 E331 1731 25 P134 s195 Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Select Unit Use the unit selection boxes next to the unit to pick which unit will be assigned this scheduled task The Check All and Clear All links are also available to use Continue The Continue button will now confirm the creation of the new scheduled task and add it to the Schedule screen 56 2 Task Activity Schedule Tasks Work Orders NAVIS Add Assigned The Add Assigned link moves to the Create Employee Group Schedule screen where new tasks can be scheduled by unit for an Employee Group 2 Create Employee Group Schedule Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ea z X x a JO search she Favorites O 2B 2 m has rel Address http waw navistechnolagies info OMSAppl schedule CreateScheduleEmps aspx yi Eso tints gt Google G voog Ej gt Y2 Bookmarks
40. d the assigned task Last Location Unknown This statement is given for the instance when an Employee has not logged into or updated a task through HMS in the last 90 days 49 Task Activity Task Work Order Creation NAVIS Task Work Order Creation The Task Work Order Creation page enables the creation of Tasks and Work Orders in the HMS system These are immediately added to the Units screen 2 Create Task Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q pak Q x El CA Search she Favorites O Ar a wj gt Ly a Address l http www navistechnologies info OMSApp1 Activity CreateTask aspx vw G00 Ej gt YY Bookmarksy EhOblocked YF Check y y Autolink y YE Autori ep Sendtow A Task Work Order Addition Task Activity Messaging Status 1 Waiting Task 01 Departure Clean Last Name Powell Wick Jeremy Thompson Cynthia Buckles Lora Roper Jeff Gage Nate Bond James Murchy Sherron Smith Jamison f Kessel Katrina Dave s Electric Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Status The Status dropdown menu allows for the selection of the initial status of the task being created Th
41. dit Schedule Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qe x a p gt Search she Favorites 2 s w LJ rel Address http waw navistechnolagies info OMSApp1 jschedule ScheduleEdit aspx 2 Google G 60 DB E YY Bookmarks Ehoblocked Y Check v A mok gt Eau a eoe Y Edit Schedule Administration Task Activity Messaging Information New Features Unit Description B326 Task Code 01 Departure Clean Source Schedule Employee 001 Powell Matt Scheduled Date 12 20 2006 E Last Changed Date 12 20 2006 12 25 34 PM Save Cancel Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7099 or off the menu select New Features Ehancernent Requests Be sure to include as much detail as possible Thanks Employee Use the Employee dropdown menu to change the existing employee set to perform this scheduled task Scheduled Date Use the Scheduled Date dropdown menu to select a new date for the scheduled task Save Clicking Save will confirm the changes made 58 12 Task Activity Schedule Tasks Work Orders NAVIS Post Todays The Post Todays link adds all scheduled tasks with the corresponding date to the Unit Status screen Post Checked The Post Checked link adds all selected scheduled tasks to the Unit Status screen Delete The Delete link will remove the scheduled task from the Schedule screen and will no longer appe
42. e Unit Detail screen this field will auto populate with the appropriate unit description Task Code Work Order Choose the task code or work order from the dropdown menu that will trigger the notification Status Choose the status of the above task or work order from the dropdown menu to trigger the notification 61 Task Activity Guest Notify NAVIS Message Use the text block here to type the message you wish to deliver to the guest The text to speech engine converts the typed message to a voice email or text message The default message is set to Your vacation rental is now ready for occupancy Expire Date The Expire Date is used to select a future date for this notification to automatically terminate This is useful if the housekeeper or inspector fails to update the specific task with the status selected as a trigger for the notification It will also prevent future delivery of the same message later on when that same task status is logged into the HMS system from the same unit at a later date Guest Notify Add The Add menu goes right to the Guest Notify Addition screen All the same options as above apply You can then view these from the Guest Notify List screen This Menu item was moved from the Unit Detail screen If you select Guest Notify Add from the Unit Detail screen you will be redirected to the Guest Notify Addition Screen with the appropriate Unit Description automatically f
43. e Unit report provides a detailed breakdown of all tasks performed on a unit The detail sorted by unit includes completed tasks employees performing the task and the amount paid N AV S Unit Report for 12 29 2006 thru 12 29 2006 Employee _Task____________StartDate_________EndDate_________Status______ Amoun 11 Inspection 12 29 2006 4 04 02 PM 12 29 2006 4 07 52 PM 4 Complete 02 Full Clean 12 29 2006 2 08 21 PM 12 29 2006 4 02 17 PM 4 Complete 21 Full Close 12 29 2006 1 06 47 PM 12 29 2006 1 06 47 PM 4 Complete 11 Inspection 12 29 2006 3 53 41 PM 12 29 2006 15 57 4 Complete 02 Full Clean 12 29 2006 11 03 07 AN 12 29 2006 12 22 56 PN 4 Complete 21 Full Close 12 29 2006 1 02 27 PM 12 29 2006 1 02 27 PM 4 Complete 11 Inspection 12 29 2006 1 26 29 PM 12 29 2006 1 42 50 PM 4 Complete 02 Full Clean 12 29 2006 12 06 08 PN 12 29 2006 12 06 08 PN 4 Complete 11 Inspection 12 29 2006 11 20 36 AN 12 29 2006 11 30 28 AN 4 Complete 02 Full Clean 12 29 2006 9 47 30 AM 12 29 2006 11 24 04 AN 4 Complete Parameters e Date Range Appear on separate pages Include Waiting Tasks Include Work Orders Select Task Code s 65 gt Reports Unit Notes Report NAVIS Unit Notes Report The Unit Notes report provides a summary of all special instructions or notes associated with each unit v gt N AV IS Unit Notes Unit Note Date AHC10 Laundry This unit has two Queen beds with extra thick 8 10 2006 2 57 38 PM mattress
44. e options for the status setting are 1 Waiting 2 In Process 3 Incomplete and 4 Complete Typically a task would be created in a waiting status unless the task you are creating has already begun Task The Task dropdown menu allows for the selection of the task to be created New types of Tasks are created in the Administrative section Employee The Employee s assigned to the new task are chosen with the selection boxes The Check All and Clear All functions are also available 50 gt Task Activity Task Work Order Creation NAVIS Continue Click the Continue button to confirm the selection of Task Status and Employee or Employees for the new task A second screen comes up to select the Unit s for which the task will be created 2 Create Task Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help a i Da YA Om 90 280 Po drow OE a LA Address l http www navistechnologies info OMSApp1 Activity CreateTask aspx Google Gi vico og E Y Bookmarks Ehoblocked YP check y y Autolink v o automi ep Sendtor A Task Work Order Addition Administration Task Activity Information Status 1 Waiting v C Task 01 Departure Clean v Cancel Employees Matt Powell 18326 8805 C148 c607 D769 E331 H731 M225 P134 8195 Please report beta problems by emailing jmaien navistech
45. ee for this group 38 Administration Assign Scheduling NAVIS Edit The Edit tab will open a screen to allow you to add or remove units from the selected group View The View tab will display those units selected for each individual group Delete The Delete function will completely remove an Employee Group View by Units This screen displays all of the units in any group or employee group You can select to view these by Group or Employee Group View by Units Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help EE x a O JO search She Favorites 2 2 ma las rel Google vw C search g Sraazblocked QA Ral Options PE Group View by Units Administration Task Activity Messaging Reports Information New Features Home Units Notification Scheduling B326 View Groups View Employees B505 View Groups View Employees C148 View Groups View Employees C607 View Groups View Employees D769 View Groups View Employees E331 View Groups View Employees H731 View Groups View Employees M225 View Groups View Employees P134 View Groups View Employees 5195 View Groups View Employees View Groups The View Groups link displays all groups for a specific unit View Employees The View Employees link displays all Employee Groups that have been assigned to this specific unit for Scheduling 39 2 Administration Interface Configuration NAVIS Int
46. erface Configuration This section of HMS is where you can add the Third Party Interface codes for communication between HMS and your Property Management Software The types of information updated include changes in task status and occupancy as well as employee info These all vary depending on the Property Management Software currently in use Task Code Interface This screen displays each task and its corresponding Third Party code for sending and receiving task status updates Please note Tasks displayed here are the same as the tasks previously entered on the Task Code screen Any changes made there will only affect the Interface codes added to this screen Task Codes Interface Microsoft Internet Explorer provided by NAVIS Fie Edit View Favorites Tools Help k Eras Codes Interface Matt Powell Test Account Task Code Interface Administration Task Activity Messaging Information New Features De Send Receive S Departure Clean Sena Receive Send Deep Clean EI Receive e 5 o D Send Maintenance e R Receive Send Receive Send Receive Send Receive Send Test Receive E Clean e a e a pa Tub Clean a S Lawn Mow A o Please report beta problems by emailing OMS navistechnologi
47. es The owner has requested that we use King sheets so the mattresses do not buckle All the beds use standard pillow cases MAINT For maintenance issues related to the condo 8 10 2006 2 48 47 PM management associationcontact XXX or XXX at 541 598 XXXX HSK The white rug goes under the living room coffee table All departments The owners are frequent guests in this unit If 8 10 2006 3 06 38 PM there are condiments in the refrigerator leave them there MAINT Owner does most of the maintenance in this unit 8 10 2006 3 03 33 PM We do not clean the carpets unless owner requests it cleaned Laundry bi fold doors come off the track often 8 10 2006 3 18 01 PM Do not stack or leave wood next to woodstove or on the floor Please report laundry room doors if they are off track Owner requests 6 extra bath towels Make sure the gas fireplace pilot light is on 8 11 2006 1 48 36 PM Parameters e Select Unit s 66 12 Reports Employee Report NAVIS Employee Report The Employee Report details all actions performed on the selected units by selected employees for a specified date range Itis sorted by employee and provides a summary of the total value of the tasks an employee has completed Employee Report for 12 29 2006 thru 12 29 2006 Employee Task Start Date EndDate Status 02 Full Clean 02 Full Clean 02 Full Clean 02 Full Clean 02 Full Clean 02 Full Clean 11 Inspection 11 Inspection 11
48. es com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Edit The Edit link will open up the task for adding and changing the Third Party codes 40 2 Administration Interface Configuration NAvIS 24 Task Code Interface Edit Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qu 0 2100 Ps gos O B G 2 0 Address http Jwwww navistechnologies infajOMSApp1 Admin taskCodelnterfaceEdt aspx Code 01 j Google Glv v o o Eh 0 blocked 4 Edit Task Code Interface Administration Task Activity Messaging Information New Features Task Code 01 Task Description Departure Clean Waiting Inprocess InComplete Complete Send Receive I Save Cancel Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks The Edit Task Code Interface screen is used to enter each specific Third Party Code for a specific status This is a cross reference for HMS which can be configured to send and receive data for all four states Waiting In process Incomplete and Complete Occupancy Interface Similar to Task Code Interface this screen displays the Third Party Interface codes for changing the Occupancy Status of a unit 2 Occu
49. et Explorer provided by NAVIS File Edit View Favorites Tools Help Q pox se Q x a O Search She Favorites O Address http www navistechnologies info OMSApp schedule 5chedule aspx Eo ins Google v C search 0 337 blocked Schedule Administration Task Activity Information Task Employee Scheduled Date Source Last Changed Date 6 01 Departure Clean 001 Powell Matt 12 13 2006 Schedule 12 12 2006 7 09 33 AM ff Delete B505 N Departure Clean han 3 2006 Schedule 12 12 2006 7 09 53 AM D76901 Departure Clean 12132006 Schedule 12 12 2006 7 09 53 AM E P134 01 Depaxyre Clean 12 13 2006 Schedule 12 12 2006 7 09 53 AM Please report beta problems by emailing jmaikr navistechnolagies com Walling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as muh detail as possible Thanks Internet To post a scheduled task place a check mark in the selection box next to the appropriate task and click Post Checked or click on Post Todays Clicking on Post Todays will put all of the tasks scheduled for today s date onto the Unit Status screen Any tasks that are posted regardless of the Scheduled Date will now appear on this screen and not the Schedule screen It is recommended that you do not post your scheduled tasks until the night before or the morning of the scheduled date 13 gt How Do I NAVIS How do I pri
50. field cannot be updated as it is the unique number used to identify each specific employee or vendor Delete The Delete link will remove this Employee name and ID 27 dl E ae ve Administration Unit Configuration NAVIS Unit Configuration The Unit Configuration section is the area where custom information for each unit can be added The types of information entered here are the unit specific Task Amounts and Unit Notes The Unit Notes added in this section can be included on the daily reports for each employee s scheduled task list 2 UnitConfig Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help QO O x A Or fers E A m a Address a http www navistechnologies infofOMSApp1jAdmin UnitConfig aspx Google Search g 51337 blocked GA al Options Unit Configuration Administration Task Activity Messaging n New Features Please report beta problems by emailing jmaien navistechnologies cam calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 28 Administration Unit Configuration NAVIS Cost The Cost link opens the Unit Cost page This is where you will enter the unit specific task amounts The costs entered here will override any amount previously entered in the Task Code section 2 UnitCosts Microsoft Internet Explorer provided by NAVIS File Edit View Favorites T
51. illed in 62 a gt Messaging NAVIS Messaging The messaging feature enables the scheduling of prerecorded messages to be delivered to an employee when he she logs into the system When an employee has a pending message in the system the next time they log into HMS they will automatically receive their message after entering the appropriate task status update 2 EmployeeMsg Microsoft Internet Explorer provided by NAVIS file gdt view Favorites Tools Help Q ea E a CA pr Search she Favorites O 2 2 fw Ld rel Address http www navistechnologies info OMSApp1 VVoice EmployeeMsg aspx dr a co Google G v Go o Bho blocked O Settings Navis Employee Messaging Administration Task Activity Messaging Information New Features Home To leave a message for one of your employees dial 888 856 4159 Once connected press from the menu options When asked for the phone number you want to deliver to enter the 3 digit employee ID followed by the key Requested Date 12 29 2006 FE Thru 12 29 2006 FE 001 Powell 12 29 2006 10 43 43 AM Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 0 Internet How to record the Message The text at the top of the screen displays the instructions for creating an employee message To leave a message for o
52. inistration Task Activity Messaging Information Date 12 21 2006 fm Task 01 Departure Clean Y ID Last Name 001 Powell Matt 002 Wick Jeremy 003 Thompson Cynthia 004 Buckles JLora 005 Roper Jeff 006 Gage Nate 007 Bond James DOS Murchy Sherron 009 Smith Jamison O10 Kessel Katrina 011 Dave s Electric Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Date The Date calendar allows the selection of a date on which the new task will be scheduled Task The Task dropdown menu provides a list of tasks to be scheduled Employee Use the selection boxes to choose an employee to perform the new task There are the Check All and Clear All links to use as well Continue The Continue button will confirm the task date and employee for creation of the new scheduled task The following screen is where you will enter the unit s in which a scheduled task is assigned 55 gt Task Activity Schedule Tasks Work Orders NAVIS 2 Create a Schedule Task Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q ra x a CA y Search She Favorites O 2 ee fw las a Address a http www navistechnologies info OMSApp1 schedule CreateS
53. le Edit view Favorites Tools Help Q ea Q x a Bs Search She Favorites O A A w mm a Address ES http uww navistechnologies info OMSApp1 admin EmployeesAdd aspx Google v C Search g 337 blocked GA Ral Options Adding an Employee Administration Task Activity Information w Features Home Employee ID First Name Last Name Save Cancel Please report beta problems by emailing jrnaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests e sure to include as much detail as possible Thanks MD Internet There are a maximum of 999 different numbers 001 999 which may be used for the Employee ID The First Name field has a 15 character limit while the Last Name field has a 30 character limit Edit The Edit link is used to change the details for the selected employee ID Similar to task codes a change to the employee name field will be reflected in all reports future and historical for the selected Employee ID For example if a new employee is assigned an ID that was used by a former employee any subsequent reports processed for dates prior to the start date of the new employee will show the name of the new employee for tasks performed by the former employee In order to avoid this situation it recommended you do not re use an employee ID for a period of 90 days after the departure of the previous employee Employee ID The Employee ID
54. mailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks internet o If scheduling a task for a particular employee s place a check mark in the appropriate selection box next to employee s ID number Itis not necessary to select an employee to create a scheduled task Click Continue 11 gt How Do I NAVIS From this screen place a check mark in the appropriate selection boxes next to the unit s that you are scheduling this task for Create a Schedule Task Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Om O DAE Paw geome O 2S a We Address ES http uww navistechnologies info OMSApp1 schedule CreateSchedule aspx Create a Schedule Task Administration Task Activity Messaging Information New Features Date 12 13 2006 Task 01 Departure Clean v carl Employees Matt Powell 93 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possilfle Thanks Once you have selected the unit s click Continue 12 gt How Do I NAVIS Your scheduled tasks will now show on the Schedule screen until they have been posted They will also be available in the Schedule Report Schedule Microsoft Intern
55. ministration Task Activity Messaging Information Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet Edit Clicking the Edit button will open the unit for changing the Occupancy status 32 gt Task Activity Change Unit Occupancy NAVIS Change Unit Occupancy Multiple This screen functions exactly as the previous screen only it will allow for multiple occupancy changes rather than single The current Occupancy State is displayed on this screen in red and will stay red until saved This will help you know what the status was when you entered this screen Simply use the radio selection buttons to choose those units you wish to change and click on Save UnitOccupChange Microsoft Internet Explorer provided by NAVIS Fie Edit View Favorites Tools Help y P j amp O OAD Pe fro BS a We Address El http Juwwww navistechnologies info OMSApp1 Activity OccupChangeMulti aspx Google Giw y og E Y Bookmarks EhOblocked EP Check y y Autolink YE AutoFil ep Sendtow Occupancy Change Administration Task Activity Messaging Information New Features Save Cancel Unit Occupancy B326 Occupied Vacant B505 Occupied Vacant C148 O Occupied Vacant C607 Occupied Vacant D769 Occupied Vacant E331 Occupied
56. ne of your employees dial your toll free Guest Connections Number Once connected press from the menu options When asked for the phone number you want to deliver to enter the 3 digit employee ID followed by the key Requested Date Thru The Requested Date Range indicates the time period for the messages displayed Status For a pending message the status is shown as an Envelope Icon For a delivered message the status is shown as a Mailbox The delivery date and time are also be displayed in the appropriate column 63 Reports Task Report gt NAVIS Reports The reporting section of HMS provides some of the most valuable features in the system All reports can be created in either Excel XLS or Adobe Acrobat PDF Task Report The task report will show over a given date range who has performed a specified task which unit they did the work in how long it took them the current status of the task and if applicable the amount of money to be paid on that task va N AV S Task Report for 12 29 2006 thru 12 29 2006 Task 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C 21 Full C Employee Unit FLTO2 LRKO2 FVCO6 RGR17 TPF19 TIM11 VRL14 ALT02 ASP15 HAR10 TPFO7 PRDO4 BGR04 GRO04 LRK12 YEL26 CAMO1 MTHO7 BAL04 W
57. nologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet Select Unit s Use the selection boxes next to each Unit Description to choose which unit s the new task will be added to As with the previous screen the Check All and Clear All functions are available Continue Click Continue to confirm your selections This new task will now appear on the Units screen 51 1 Task Activity Change Unit Occupancy NAVIS Change Unit Occupancy Single The Occupancy Change screen is used to change the occupancy status of a specific unit Generally the guest will use the access number to perform the Change Unit Occupancy functional When a guest does not complete the check in or check out procedure the Change Unit Occupancy feature can be used to set the appropriate status to a unit In order to keep the Unit Status information accurate it is recommended that units be updated once daily after the completion of all guest check ins A UnitOccupChange Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Q ra x a CA ya Search she Favorites O B A wj m a Address http www navistechnologies infofOMSApp1 Activity unitOccupChange aspx Eje inks gt Google G voog Ej Y Bookmarks Ehoblocked Y Check Autolink YE Autor mp Sendtow 0 Q Settings Occupancy Change Ad
58. nt a Schedule Report To print a Schedule Report click on the Reports menu and select Schedule Report from the menu items Select a Start Date and Thru date If you want the assigned task amount to show on the report place a check mark in the selection box next to Include Anticipated Amount 2 Schedule Report Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help y Eo G Search A 337 blocked fy 7 Schedule Report Administration Task Activity Messaging Reports Information New Features Start Date 1229 2006 F Thru 1812 2006 Process Include Anticipated Amount ia 001 Matt Powell 002 Jeremy Wick 003 Cynthia Thompson OO04 Lora Buckles 005 Jeff Roper OO6 Nate Gage 007 James Bond 008 Sherron Murchy 009 Jamison Smith 010 Katrina Kessel Please report beta problems by efnailing jrnaien navistechnologies com calling 1 800 216 7093 or off the menu elect New Features Ehancement Requests Be sure to include as much detail as possible Thanks If you want to print the report for all employees during the selected date range click Check All Otherwise click on the selection box next to the employee you want to view a report for Click Process You will need to select a format for viewing Click either Excel XLS or Acrobat PDF
59. ools Help Q O DECE JO search Sie Favorites 2 3 m J Address http fww navistechnologies infoJomsapp1 Admin UnitCosts aspx Unt 8326 Google O oo Sega m Unit Cost Administration Task Activity Messaging OMS Manual Unit Description B326 MOLASI Task Code Description Task Amount Unit Override Amount Departure Clean 45 00 0 00 Inspection 5 00 o oo Deep Clean 60 00 10 00 Maintenance 0 p oo Pool Clean 150 00 10 00 Hot Tub Clean 75 00 0 00 Lawn Mow 15 00 0 00 Copyright 2006 Navis All rights reserved Internet Edit The Edit tab unlocks the Unit Override Amount for editing When finished select Update to save specified amount Unit Override Amount The Unit Override Amount is the override value of a particular task for this specific unit Any time this task is performed within the unit the override amount will now be shown instead of the task amount This will not append any historical reports but rather show the changes from that point on 29 dl E ae ve Administration Unit Configuration NAVIS Notes The Notes section is where you can add specific information about the unit or special instructions for your employees All notes added here can be included on the Employee Notes Report as well as the Schedule Report For example you might note specific cleaning products to be used on this home or special instructions to prepare the home for an owner stay 2 UnitNotes
60. or for each item Clicking on the corresponding button will give you a preview of each selected color It is recommended that you select a color scheme that is easy to read and view as these selections will show up on the Units screen 32 ee gt Administration OMS Configuration NAVIS Auto Closed The Auto Closed feature allows the system to be configured to automatically close an open task after a specified number of days It negates the need to manually close each open task that an Employee did not properly update from within the unit 23 AutoClosed Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qe lt x a O JO search she Favorites O 2B S mA Ly A Address l http Juwww navistechnologies info OMSApp1 AdminfAutoClosed aspx Auto Closed Settings Administration Task Activity Information Use Automatic Close lv Number of Days before Task Work Order is automatically closed B Note When an Auto Closed occures it will only change the task status The Start Time End Time Last Changed Dates and Arnount will not be changed Please report beta problems by emailing jrnaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 33 2 Administration Group Configuration NAVIS Group Configuration Group Configuration is the area
61. ow you to add edit and delete employees from HMS The list of employees consists of a three digit code followed by the employee name Every employee or outside vendor that will be logging into the system should be entered into HMS with an ID number and a name 3 OMS Employees Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Q O la E P search She Favorites 06083502 Address hetp fwmw navistechnologies info OMSApp1 adminjEmployees aspx Bo Google C search g 337blocked GA E Options Employee setup Administration Task Activity i Information Employee ID Last Name First Name j Edit ff Delete K Powell Matt ME Wick Jeremy Thompson Cynthia octets fan Buckles Lora EEA Roper Jeff Delete fit Gage Nate Eco Boro ames f Delete Ing Murchy Sherron f Delete 009 Smith Jamison Eat Baloo _ Kessel Katrina Ea o Dave s Electric Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Internet Add New Click on the Add New link to enter your employees and vendors into HMS Each entry must be assigned a unique ID and a last name A first name is not necessary 26 Administration Employees NAVIS Add an Employees Microsoft Internet Explorer provided by NAVIS Fi
62. pancy Interface Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help O O RAG P Yom OA a D Address http fuwwr navistechnologies info OMSApp1Jadmin OccupancyInterface aspx Bo Google v G Search g S337 blocked GA al Options Occupancy Interface Administration Task Activity Messaging Information New Features Interface Code Occupancy State Reply J Delete x Occupied Please report beta problems by emailing jmaiet navistechnalogies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Add New Clicking on the Add New link allows you to add the Third Party Code which will update Occupancy status of each unit within HMS 41 2 Administration Interface Configuration NAVIS E Occupancy Interface Add Microsoft Internet Explorer provided by NAVIS Fie Edit View Favorites Tools Help O O DAG Ama germ O S D JA Address E http www navistechnologies info OMSApp1 admin OccupancylnterfaceAdd aspx Google Gl y 60 o Eh o blocked Add Occupancy Interface Code Administration Task Activity Messaging Information New Features Occupancy State Occupied Interface Code x Reply d See Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be s
63. ployees from the menu items and then select Report from the sub menu items Select a Start Date and Thru date If you want each employee to appear on their own page place a check mark in the selection box next to Appear on separate pages File Edit view Favorites Tools Help Qe O x a A JO search 2 Employee Report Microsoft Internet Explorer provided by NAVIS Eek ay Eao Links gt Employee Report Administration Task Activity Messaging Start Date 12 12 2006 Thru 12 12 2006 DERE v Appear on separate pages v Include Waiting Task Y Include Work Orders Ep First Name Last Nar Clear All ee eae E Aid 001 Matt Powell 002 Jeremy Wick O03 Cynthia Thompson 004 Lora Buckles 005 Jeff Roper O06 Nate Gage 007 James Bond OO8 Sherron Murchy 009 Jamison Smith 010 Katrina Kessel Please report betf problem by emailing jraien navistechnologies cam calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks If you want to include any currently waiting tasks in the report place a check mark in the selection box next to Include Waiting Tasks If you want to include any work orders in the report place a check mark in the selection box next to Include Work Orders If you
64. port beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Edit The Edit link will unlock the selected employee for editing Update Click Update to save the Entered Code Cancel Click Cancel to cancel the edit action and remove any data entered 43 Task Activity Unit Status NAVIS Task Activity The Task Activity section provides an effective interface for viewing the current status of all units as well as the current and historical tasks related to these units Included in this section is the functionality to create and schedule tasks view and change unit occupancy locate employees and notify guests A majority of day to day work is done from this section of HMS Unit Status The HMS Units screen displays a clickable box for each unit and its corresponding Unit Description The last posted task is displayed in each box preceded by the tilde symbol and is color coded to correspond with the status of that task The text in each box is also color coded to correspond with the occupancy of the unit By holding your mouse pointer over one of the boxes you will be able to view details of the last performed task including occupancy status a description of the last task performed the task status and the date and time of last status update If the Energy Sentinel service is also utilized
65. sential administrative functions to HMS that are not found on this Menu They are My Units and Misc Database Maintenance Task Codes A task code consists of a two digit number and a short description Each task must be created for any action performed on a unit that will be tracked by HMS Some common tasks include Departure Clean Inspection Pool Cleaning Carpet Cleaning and Winterization 2 OMS Task Codes Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help O O ld AG JO search She Favorites 2 s m a Address a http www navistechnologies info OMSApp1 admin taskcodes aspx Google G Search g S337 blocked GA al Options Task Codes Administration Task Activity Messaging Information New Features Task Code Description Amount Departure Clean 40 00 Inspection 5 00 60 00 Deep Clean Maintenance 0 00 Pool Clean 150 00 Hot Tub Clean 75 00 Em Mow i 115 00 Please report beta problems by emailing jmaien navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 21 Administration Task Codes NAvis Add New To add a new task code click on the Add New link Task Code The Task Code is a two digit number assigned to each task HMS will allow for up to 99 task codes 01 99 Description The Task Description is a short written description of the
66. the current temperature as well as the date and time of reporting are displayed This screen will refresh every 60 seconds and show any changes that have occurred 2 Units Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help QOQ gt x AOD Os Sres E Am JA ddress E http www navistechnologies info OMSApp1 Activity units aspx Google v G Search g 31337 blocked a fea Options Administration Task Activity i Information New Features Home All Units Advanced Search SS A JA A MOM CO JE O vo maso A PA Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 0 Internet Advanced Search The Advanced Search link opens several search tools on the Units page and includes a number of parameters that can be used to sort or narrow down the units displayed on the screen 44 Task Activity Unit Status NAVIS A Units Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Qu O DAO Pwo Jr O E S DA Address http wmw navistechnologies info OMSApp1 Activity units aspx Google G w Goog Ej FY Bookmarks SHO blocked Y Check e y Autolink Autori ep Sendtow A Units Administration Task Activity Messaging Information New Features Unit Description City if _
67. ure to include as much detail as possible Thanks MD Internet Occupancy State Use the Occupancy State dropdown menu to select one of the 2 states of occupancy Occupied or Vacant Interface Code The Interface Code field is used to enter a specific code for the Occupancy State Reply The Reply selection box on the proceeding screen should be checked if you would like to have HMS send the Occupancy Data back to the Property Management Software Only one reply per occupancy state can be sent Delete The Delete button will remove the Occupancy Interface code 42 gt Administration Interface Configuration NAvIS Employee Interface This section of HMS is for adding Third Party Interface Codes to update an employee s information 2 Employee Interface Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help GQ sx x x a JO search She Favorites 2 amp jw gt LJ a Address hetp www navistechnolagies infofOMSApp i Admin EmployeeInterface aspx y Go v GI search g 337 blocked GA eal Options Employee Interface Task Activity Employee ID Employee Name Interface Code 1001 Powell Matt 002 Wick Jeremy 003 Thompson Cynthia Memos Buckles Lora 1005 Roper Jeff jo0e Gage Nate 007 Bond James Eoi 008 Murchy Sherron 1009 Smith Jamison oro Kessel Katrina 1011 Dave s Electric Please re
68. used to place units in a group for Notification for Assign Scheduling and to View the units by their group Notification Upon completion of a specified task within the determined group HMS will send a notification to the specified destination A good example for use of this feature is to place all units covered by a single inspector into one group Any time a cleaning task is set to a Complete status HMS will notify the inspector that cleaning is now done and he may proceed with his inspection of the unit 3 OMS Group Configuration Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Qw O DAO Po Jm 2 32 2 DA Address E http www navistechnologies info OMSApp1 Group GroupConfig aspx G search g Ei337 blocked GA Eg Options Group Configuration Administration Task Activity Messaging Information MR A UA TT EE oso 7 MO EEA MA NTE E 2 AA ral f Ect If view noi EE inspection 9 Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks 34 2 Administration Group Configuration NAVIS Add New Group Click the Add New link add your notification groups 4 GroupConfigDetail Microsoft Internet Explorer provided by NAVIS File Edit view Favorites Tools Help Q ea Q x El CA x Search She Favorites O R Se
69. ve NAVIS Your Success is Our Product USER MANUAL Operations Management System AMS lenin eco a bid Error Bookmark not defined HOW DO A d 4 New FeaturesSu cina loa a 1h oan dee Mca i ad ai Joana A ciety 18 HMS Site Documentation ai 20 HMS Home Pares 20 Admi SIE A On A ET E E E E EA E EE 21 Task Codeseira si i aea mea R A E A E SEa Eiaa 21 Employee Sinne e e e a each anes 26 Unit Configuration sneren a a 28 HMS CA A a cadens AE Ras 32 Coll Sn a E E E E A A E 32 Auto CLOSED eiii tds 33 Group Configuration snos en aa 34 Noticas 34 A O a da 38 View by LS ta 39 Interface Config ration viii encina iiie E sade 40 TESEI IMA reco 40 OCCU ANC VET ACS Alo t cies 41 Employee Interfi s ii iia 43 Task ACUVIta e e eE a eE o ERES 44 MESAS A E 44 A E AAE AT EE E TEE 46 Employee Locatii A iii 49 Task Work Order Creation vv 50 Change Unit Occupancy Single eesseeeesseesseessessseesseeessseesseessresseesseeesses 52 Change Unit Occupancy Multas 53 Schedule Tasks W ork Orders iciccsjscessccceasschsscctssetsaetustedaatasucnaces teaedads npsanteass 54 GUE SE IN OUT yo 22 ses a gee aa as 60 CUENCA ns 60 CHIE SE IN OGL PE O Dd 62 Messaging iii Sas 63 Repo Sist idolos 64 Task REPO tesi a ads 64 Umt REPO is A id 65 Unit Notes Report isareti nren reacio da ES 66 Employee Report nad ir lie 67 Employee Instruction da A ia 68 Employee Team Repo EAS 69 Occupancy Change Repita a 70 Occupancy History Report miii rindi 71 Work
70. vided by NAVIS DER Fie Edit View Favorites Tools Help Q AD Peas rons O Sm A A El http Juwnw navistechnologies info OMSApp1 Group GroupOccup aspx A ME iks M Go 4 Bio blocked O Settingsw Group Occupancy Notify Task Activity Group Name Cleaning 1 Add new E N scrip J Delete Vacant mpowell navistechnologies com Office Email Email Please report beta problems by emailing jrnaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks MD Internet Add New Click the Add New link to add a new Occupancy Notification Group Name The Group Name field cannot be edited To select another group use the Cancel link to navigate to the previous screen Occupancy Status The Occupancy Status dropdown menu is used to select the status of occupancy that will trigger the notification Select Use the Selection Boxes to select the desired destination for the notification Check All and Clear All functions are also available 37 Administration Assign Scheduling NAvIS Assign Scheduling Assign Scheduling is used to create Employee Groups for faster day to day scheduling If your employees work only in specific units or certain areas this section will allow you to create a group for quicker and easier setup of the daily scheduled tasks Employee Groups Microsoft Internet
71. www navistechnologies info OMSApp1 jadminjtaskcodes aspx Task Codes Administration Task Activity Messaging Information New Features Task Cade Description Amount Departure Clean 40 00 Inspection 5 oo Deep Clean 60 00 Maintenance 0 00 Pool Clean 150 00 Hot Tub Clean 7500 Lawn Mow 16 00 Please report beta problems by emailing jmaien navistechnologies corn calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Each notification must be setup based upon a change in status for a given task 2 Task Notification Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help Ou O HAG Po perme 2S a DA Address hetp fwwu navistechnolagies infoJOMSApp1 AdminjTaskNotify aspx C Search S337 blocked GA Eg Options Task Notification Administration Task Activity Messaging Information Task Code 01 Task Description Departure Clean Status Notify Description Type Please report beta problems by emailing jmaier navistechnologies com calling 1 800 216 7093 or off the menu select New Features Ehancement Requests Be sure to include as much detail as possible Thanks Add New Click on the Add New link to add a new notification 23 Administration Task Codes NAVIS 2 Task Notify Add Microsoft Internet Explorer provided by NAVIS File Edit View Favorites Tools Help

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