Preferences contain the base settings required in ES Optimizer. Contained are the default settings (cleaning times, cleaning steps, room types, scoring, etc.) that will be used in the rest of the other functions.
NOTE: The data in the sections below have major impact to all the other previous sections.
The following sections will explain what each button is about and how to update any information that may be stored there.
Facilities – Clicking on the Facilities button 
opens the list below:
The Facility Form contains the common information and settings about a facility.
Users – Clicking on the Users button 
opens a sub menu 
with two options, Set Roles and User
Management.
Set Roles – Clicking on the Set Roles option opens the list below:
The Set Roles Form allows the user to specify the access levels for other ES Optimizer users. This means that depending on the access level, the other users could be limited to printing reports or creating inspections in ES Optimizer with no access to other functions.
User Management – Clicking on the User Management option within Users opens the list below:
The User Management form allows the user to Add/Edit/Inactivate ES Optimizer users and establishes access to certain functions in ES Optimizer. A Management checkbox has been added to signify a user is part of management, making it easier to search for those users.
Room Types – Clicking on the Room Types button 
opens the list below:
The Room Types form is the section where you can add additional room types to suit the needs of your facility. You can modify existing room types or delete them depending on your needs. The most common room types like rest rooms, offices, and patient rooms have been entered and pre-coded for your use.
You can also edit the defaulted codes of the existing room types if they do not meet your requirements. The room types works with the Room Form to speed up the data entry process. The more accuracy of the room type list provides a foundation to the accuracy of the data entry.
Scores – Clicking on the Scores button 
opens the list below:
The Scores Form works in conjunction with the Quality Management Module. When scoring inspections, the numbers specified as scores are set in this form. The Scores Tab allows you to add, modify, or delete scores for your inspections. You can determine if a grade is passing or failing by the "Yes" or "No" radio buttons.
ES Optimizer comes with pre-defined scores. They range from Poor to Outstanding (1 to 4).
Employee Positions – Clicking on the Employee
Positions button 
opens the list
below:
The Employee Position Form is where Employee Positions can be added, deleted, or modified. They are used to group employees into categories throughout the program.
SPC Daily – Clicking on the SPC Daily button 
opens the list below:
The SPC Daily Form contains the Daily SPC (Standard Procedure Codes), which serve as the building blocks for the entire system. We have developed these over a period of thirty years plus through countless successful implementations at many hospitals. These are the same cleaning codes used in the Room Types form when giving room types default cleaning.
You can add your own SPC Codes in addition to what is already pre-set. You can also edit the existing ones to suit your needs. It is advisable, however, to keep the changes small. The codes available in this form work in conjunction with the Room Types Form.
SPC Periodic – Clicking on the SPC Periodic button
opens the list below:
Periodic SPC (Standard Procedure Codes) are the building blocks for non-daily work or project work. We have developed these over a period of ten years through successful implementations at many hospitals. You can add your own SPC Codes in addition to what is already pre-set. You can also edit the existing ones to suit your needs, but we don't recommend making large-scale changes to them. Keep in mind that global changes in the Periodic SPCs can also be made after all the room data has been loaded. If you have Service Optimizer you may also allow SPC Periodic codes to be included when housekeepers clean rooms in the ES Service Optimizer Tech Mobile application. Check the box Show in Room Cleaning (shown as “Room Cleaning” column in the above screen shot.
There is an additional selection available in the Cubicle Cleaning Codes SPC as shown below:
If the user desires to input cubicle curtain counts in the room form, and the “Unit” checkbox is selected then the SPC rate is multiplied by the number of curtains in the room. If this box is not selected the default SPC rate is applied.
Steps – Clicking on the Steps button 
opens the list below:
The Steps Form contains the cleaning steps associated with the cleaning codes (SPC Daily/SPC Periodic). ES Optimizer has a default set of steps included.
Personnel – Clicking on the Personnel button 
opens the list below:
The Personnel Form allows you create types of day off and rotation settings particular to your facility.
While under the Personnel Tab, the system allows you to add, delete, or edit days off to use with the Personnel Module.
When you first start ES Optimizer, there is already a master set of days off available for you to use (like OFF, SIC, and VAC). However, you may feel the need to expand the list to fit the needs of your department.
The Rotation option allows you to set the schedule rotation period. It goes from a minimum to 7 days and goes to 70 days. The rotation set here affects the Personnel Module with its template and schedule.
NOTE: You cannot create or delete any rotation settings. You can only update the fields that are provided. Please note that making changes in the Rotation will affect the template and schedule you set in the Personnel Module.
Notes (Categories) – Clicking on the Notes
(Categories) button 
opens the list
below:
The Notes Form allows you to create note categories for Employees and Departments. The categories can be customized to your needs. They help in defining employee or department performance or problems encountered by employees or departments.
The Employee (Note Category) Tab allows you to create categories to categorize the notes you will enter for employees in the Employees Form.
The Department (Note Category) Tab is similar to the Employee (Note Category) Tab. The only difference is that the note categories are for Department Notes and not employees. However, the Department (Note Category) Tab works the same way as the Employee (Note Category) Tab.
Floor Types – Clicking on the Floor Types button
opens the list below:
The Floor Types Form allows you to see the existing floor types as well as add new ones. The newly entered floor type and its settings will then be propagated for each of the room types. Therefore, when you enter a new floor type, that floor type and its frequencies are then updated to all room types. Additions, modifications, and deletions done in this form affect all the rooms. Please contact a Smart Facility Software consultant to discuss options before making a change to this form.
HHD Utility – Clicking on the HHD Utility button
opens the form below:
The HHD Utility Form
allows the user to update “cloud” functions The form also allows
users to download installs for ES Optimizer Mobile, ES Service Optimizer Mobile,
Survey Optimizer mobile.
EVS Tech Settings – Clicking on the HHD Utility
button 
opens the form below:
This form allows the configuration of the tech types and their corresponding EVS Tech setting.
Staffing Defaults – Clicking on the Staffing
Defaults button 
opens the form
below:
Defines Staff Lockin or Other Duty, default frequency, default time and EVS tech setting.
Task And Projects – Clicking on the Staffing
Defaults button 
opens the form
below:
Sets defaults for Tasks and Projects including descriptions, time, and priority.
Mobile Settings – Clicking on the Mobile Settings
button 
opens the form below:
Provides basic Mobile device settings and allows for user status viewing and control.
ES Service Optimizer – Clicking on the Mobile
Settings button 
opens the form
below:
Provides Service Optimizer mobile settings, default policing comments, Room Comments, Service Optimizer Dashboard Settings and Customer Service Requests Setup and settings. See Service Optimizer section for more detailed explanation.
Sterile Trakks – Clicking on the Sterile Trakks
button 
opens the form below:
Basic Programs Settings include: Interruption Codes, Mobile Settings for Sterile Trakks mobile application, and UVC light Machine name tabs are available. Please see the Sterile Trakks module or the Sterile Trakks mobile module for more information.