Room Assignments
Assign staff members to rooms on a per-day-of-week basis so maintenance tasks automatically inherit the correct assignee.
Assign staff to rooms by day of week
Room Assignments let you define which team member is responsible for each room on each day your office operates. When a staff member is assigned to a room, all maintenance tasks for equipment in that room automatically inherit that assignment -- no need to set assignees task by task.
This is especially useful for practices where different staff rotate through operatories, sterilization areas, or lab rooms on different days.
Navigate to Settings > Office Settings, then select the Assignments tab.
The assignment grid
The Assignments tab displays a grid where:
- Rows represent each room in your office
- Columns represent your office's operating days (e.g., Monday through Friday)
- Cells contain a dropdown to select a staff member
Only days configured as operating days in your Operating Days settings appear as columns.
Assigning a staff member
Select the dropdown
Click the dropdown in the cell where the target room row meets the desired day column.
Pick a team member
Select a team member from the list. The cell updates immediately and any pending or overdue maintenance tasks with room-level assignment for equipment in that room on matching dates are automatically updated to the selected assignee.
"All days" shortcut
Each room row has an All days button. Click it to assign the same staff member to every operating day for that room in one action. This is useful when one person is responsible for a room all week.
Removing an assignment
To remove a staff member from a room on a specific day, open the dropdown for that cell and select the empty (blank) option. Any maintenance tasks that inherited their assignment from this room assignment revert to unassigned.
How task inheritance works
ChairPulse uses a three-tier assignment hierarchy for maintenance tasks:
| Priority | Source | Description |
|---|---|---|
| Lowest | Room-level | Inherited from the room assignment grid based on the task's day of week |
| Medium | Schedule-level | Set directly on the maintenance schedule template |
| Highest | Instance-level | Set directly on a specific task instance |
Higher-priority assignments always override lower ones. Room assignments serve as the default baseline.
If a schedule-level or instance-level assignee is set on a task, it takes precedence over the room assignment. Room assignments only apply to tasks where the assignment source is "room" -- meaning no override has been set at a higher level.
What gets updated automatically
When you assign or remove a staff member in the grid:
- All pending and overdue maintenance tasks with a room-level assignment source for equipment in that room are updated immediately
- Tasks on dates matching the assigned day of week receive the new assignee
- Completed or skipped tasks are not affected
- Tasks with a schedule-level or instance-level override are not affected
Related pages
- Office Settings -- The Assignments tab lives within Office Settings
- Room View -- See today's room assignee on each room card in the maintenance view
- Team Management -- Manage the team members available for assignment
- Operating Days -- Configure which days appear as columns in the assignment grid
- Rooms & Locations -- Manage the rooms that appear as rows in the grid
Last updated Mar 13, 2026
Built with Documentation.AI