Track Property Status & Housekeeping Integration Setup & Workorders

To update property statuses in Track, Operto Teams first sends workorders into TRACK when cleanings and inspections are completed, then completes the workorder.  

Setup Steps

Step 1: Set a default Staff ID

Go to Setup --> System Settings Click Edit Scroll down to TrackHS Integration Choose a Default User

Step 2: Match Track Clean Types to Operto Teams Task Rules

Go to Setup --> Task Rules

Edit each rule (pencil icon) Scroll down to the Track section Choose the Clean Type in Track to create when this task is marked complete.

Step 3: Match Track Users to Operto Teams Staff

Go to Setup --> Staff

Edit each Staff (pencil icon) In the top section, choose the Track User to assign to the Work Orders created from the Tasks that are completed by this Staff member.

Usage

Tasks generated by a rule, with a Clean Type assigned, will be pushed into Track as a completed workorder.   View the Workorder ID in the Task Popup Window, or from Reports --> Task History

From the Issues screen, push issues into track from the Manage button --> Send Maintenance Work Order to TRACKHS