Docs / Hotels guide

Go-live checklist #

A week before #

  • Every hotel exists under Structures, with its property role.
  • All staff accounts are created, with roles, hotel and profile type.
  • Master lists are complete.
  • Only the forms you are ready for are Enabled.
  • Every enabled document type has a workflow with approvers on every step, and document access is set.
  • Dashboards and reports open for the right people.
  • Email templates are tested; the daily reminder time is set.
  • Both test runs passed; test data is cleaned up.

Launch day #

Start small #

Go live with the processes that hurt most today, for example guest complaints, staff leave and supplier invoices, then add more every few weeks.

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