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ES Optimizer Sample Reports

There are more than 200 reports available in ES Optimizer. Below are just the most common modules/forms available in the software. The reports reflect the data present in the modules/forms.

Daily Assignment Sample Reports

Report Name

Report Description

Dai­ly Assign­ment

The dai­ly assign­ment of defined work activ­i­ties.

Dai­ly Assign­ment – Check Sheet

The dai­ly assign­ment of defined work activ­i­ties with attached check­list for the week.

Dai­ly Assign­ment – Super­vi­sor Copy

The supervisor’s copy of dai­ly assign­ment of defined work activ­i­ties.

Hours and FTEs by Shift

This report totals all dai­ly assign­ments by total hours and FTEs. It is grouped by shift.

SqFt by Assign­ment – Sum­ma­ry

A report that sum­ma­rizes the square footage and time by assign­ment. A SqFt per hour val­ue is also pro­duced.

Time Avail­abil­i­ty

An exec­u­tive sum­ma­ry report totals all dai­ly assign­ments by total and avail­able work min­utes. It is grouped by shift. It also lists the num­ber of dis­charges each cen­sus assign­ment can per­form cal­cu­lat­ed with no vacant rooms tak­en into account.

Project Assignment Sample Reports

Report Name

Report Description

Peri­od­ic Annu­al Sum­ma­ry – By Employ­ee

An annu­al sum­ma­ry of sched­uled and com­plet­ed projects for select­ed dates grouped by assigned employ­ee.

Peri­od­ic Annu­al Sum­ma­ry – Over­all

An annu­al sum­ma­ry of sched­uled and com­plet­ed projects for select­ed dates.

Peri­od­ic Assign­ment

A peri­od­ic assign­ment sheet for each day’s work.

Pro­duc­tiv­i­ty – Assign­ment Detail

A detailed list­ing of incom­plet­ed projects for select­ed dates.

Peri­od­ic Plan­ning – Work­sheet

A work­sheet that list all the peri­od­ic require­ments spe­cif­ic to a sub­sec­tion.

Cubi­cle Cur­tain Clean­ing Log Report

This report shows the month­ly Cubi­cle Cur­tain Clean­ing data for the select­ed peri­od.

Census Based Scheduling Reports

Report Name

Report Description

Dis­charge Assign­ments

A work­sheet for employ­ees to log com­plet­ed dis­charges and addi­tion­al tasks.

Dis­charge Times and Work­loads

A work­sheet for super­vi­sors to man­age dis­charges and oth­er work.

Pro­duc­tiv­i­ty – Assign­ment Annu­al Sum­ma­ry

A sum­ma­ry report of pro­duc­tiv­i­ty grouped by assign­ment and year.

Pro­duc­tiv­i­ty – Assign­ment Detail

A detail report of pro­duc­tiv­i­ty grouped by assign­ment and date.

Pro­duc­tiv­i­ty – Employ­ee Month­ly Sum­ma­ry

A sum­ma­ry report of pro­duc­tiv­i­ty grouped by employ­ee and month.

Pro­duc­tiv­i­ty – Employ­ee Rank­ing

A month­ly pro­duc­tiv­i­ty rank­ing of employ­ees.

Quality Management Reports

Report Name

Report Description

Clean­ing Steps – By Assign­ment

A qual­i­ty report that lists clean­ing steps by Assign­ment.

Clean­ing Steps – By Employ­ee

A qual­i­ty report that lists clean­ing steps by Employ­ee.

Clean­ing Steps – By Super­vi­sor

A qual­i­ty report that lists clean­ing steps by Super­vi­sor.

Dai­ly Inspec­tions – Over­all

A detailed qual­i­ty report that lists com­plet­ed room inspec­tions of all Areas.

Month­ly Inspec­tions – Over­all

A month­ly qual­i­ty report that lists com­plet­ed room inspec­tions of all Areas.

Personnel Reports

Report Name

Report Description

2 Week Sched­ule – by Assign­ment

This report shows the sched­ule based on assign­ment list and a two-week date range.

Dai­ly Sign In – By Glob­al Shift

The dai­ly sign in sheet that lists employ­ees and assign­ments by their glob­al shift.

Employ­ee Atten­dance Review

This atten­dance report lists all the days and total Hours for non-worked days based upon a spec­i­fied date range.

Employee Training Reports

Report Name

Report Description

Train­ing Class­es – Sched­uled

A list­ing of all class­es sched­uled grouped by year.

Train­ing Class Out­line

A detailed out­line for one class.

Train­ing Record

A detailed train­ing record for one employ­ee.

Train­ing Sign In Sheet

A sign in sheet for one class.

Train­ing Test

A detailed test for one class.

Staffing Analysis Reports

Report Name

Report Description

Staffing Require­ments

A com­pi­la­tion of spec­i­fied clean­ing require­ments with­in your facil­i­ty.

Affect­ed Rooms — What if Dai­ly

This report shows the list of affect­ed rooms from WhatIf mod­ule.

Building / Room Sample Reports

Report Name

Report Description

Build­ings – Clean­ing Break­down

A Glob­al Report that sum­ma­rizes square footage and time require­ments (exclud­ing Polic­ing and Addi­tion­al SPC) for all select­ed Rooms sort­ed by Build­ing.

Build­ings – SqFt by Room Type

A Glob­al Report that sum­ma­rizes square footage (exclud­ing Polic­ing and Addi­tion­al SPC) for all select­ed Rooms sort­ed by Room Type.

Medicare – Dai­ly Time Sum­ma­ry

This is a Room sum­ma­ry high­light­ing the Annu­al Dai­ly Clean­ing (exclud­ing Polic­ing and Addi­tion­al SPC) for Medicare reim­burse­ment pur­pos­es.

Rooms – All List­ing Time Detail

A Detail Report that shows time require­ments for All House­keep­er I, II and Polic­ing duties and select­ed Rooms sort­ed by Build­ing and Floor.

Build­ings — SqFt by Floor Type

A Glob­al Report that sum­ma­rizes square footage and time require­ments (exclud­ing
Polic­ing and Addi­tion­al SPC) for all select­ed Rooms sort­ed by Build­ing.

Employee Reports

Report Name

Report Description

Employ­ees – Notes His­to­ry

This report con­tains a com­plete Notes His­to­ry for a select­ed Employ­ee.

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