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Create DM Logs and Track Follow-Ups

DM Log records shift notes, incidents, guest issues, and follow-up items for handover.

Quick Reference​

Entry TypeWhen To UseWhat To Include
General noteRoutine handover item.Clear summary and owner if needed.
Guest issueGuest-related event or recovery action.Guest, room, issue, action taken.
Follow-upWork that needs another person or shift.Owner, due time, and expected result.

Before You Start​

  • Categories should be configured.
  • Duty managers should know the property's handover standard.
  • Follow-up owners should be active staff or teams.

Create a DM Log Entry​

  1. Go to HOME -> Duty Manager Log.
  2. Create a new log entry.
  3. Select the category.
  4. Add the summary, details, guest or room reference, and any attachments if available.
  5. Add follow-up owner and due time if action is needed.
  6. Save the log entry.

Track Follow-Up​

  1. Open the DM Log list.
  2. Filter by open follow-up items.
  3. Review owner, due time, and notes.
  4. Update the follow-up status when action is complete.
  5. Add handover notes if the item continues into the next shift.

Troubleshooting​

Follow-up item is missing​

What you see: A handover item was expected but cannot be found.

Do this:

  1. Clear category and status filters.
  2. Check the date range.
  3. Search by room, guest, owner, or keyword.
  4. Confirm the log was saved in the correct property.