Docs / Hotels guide

Dashboards #

Dashboards (control centers) are live views over tasks and their tags. The demo hotel has 13. They are built under Control Centers and opened from Dashboards.

Create a dashboard #

  1. Open Control Centers and press the add button. The editor has the tabs Properties, Tables, Default Filters and Data Settings.
  2. Properties: Name, Description, Index Type, Enabled.
  3. Data Settings: the Tables to read; Conditions (all or any must match; Equals, Contains, Greater Than, Is Empty …); Computed Fields (Count of rows, Sum, Average, Minimum, Maximum of field); Lookups for names from data tables; Default Filters shown to users.
  4. Run Preview to check; Execution Log shows what ran.
  5. Security: the roles that can open it. Save Changes.
Control Centers: the dashboards, with one dashboard's properties
Control Centers: the dashboards, with one dashboard's properties
Data Settings: lookups that bring in names from other tables
Data Settings: lookups that bring in names from other tables

Users see Dashboards when their profile includes ControlCenters, and then only the dashboards their roles allow.

Ideas #

Dashboard Shows
Reservations & events Enquiries, proposals and confirmed events, by venue and date
Guest experience Complaints by type and recovery time
Night audit & income Shift closes, allowances and credit exceptions
Rooms & operations Out-of-order rooms, open work orders
Payables Supplier invoices by status and due date

Dashboards are only as good as the tags. If a figure is missing, add the tag first so staff start recording it.

Next: 12. Reports