How can I use the work hours overview as a customer contact?
The customer contact can be granted access to the work hours overview. Here, they will be able to see all tasks that have been planned for their locations for a given period of time.
NOTE: To be able to access this function, the customer contact must have access to the system, and the cleaning company must have granted access to the work hours overview as well. Read more about that in the following article: How can I grant the customer contact access to the work hours overview? |
In this article, you will learn how to use the work hours overview as a customer contact:
- Where do I find the work hours overview?
- How do I sort the work hours overview?
- Where can I see the total amount of hours planned for a given time period?
- What does the symbol mean?
- Where can I see the tasks spread out over locations?
- Where can I see the tasks spread out over separate dates for a given time period?
- How do I print the work hours overview, or download it as a PDF file?
This is where you can find the work hours overview
In the menu, go to Work hours overview | |
This is how you can set the sorting
Select a start and an end date | |
Decide whether you want the following to appear in the overview: | |
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Click on Update to show the tasks that match your sorting | |
This is where you can see the total amount of hours planned for a given time period
Go to In total for the period |
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Here, you can see all work hours summarised by cleaning type. You will be able to see the scheduled and used time as well as the difference if you have enabled this. |
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This is what the symbol means
The following symbol can be triggered in the work hours overview | |||||
In the table below, you can see the meaning of the symbol | |||||
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This is where you can see the tasks spread out over your locations
Go to Locations with tasks during the period | |
The tasks are summarised by cleaning type. Click on Show all to expand the list to view all the individual tasks |
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You can now see all tasks sorted by cleaning type Click on Hide all to collapse the list again |
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This is where you can see the tasks spread out over dates for the selected time period
Go to Cleaning spread out over the period | |||||||||||
Click on a task to show its information as well as your options for managing it | |||||||||||
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Depending on the task, the following options for managing tasks may appear: | |||||||||||
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This is how you can print out the work hours overview, or download it as a PDF file
Click on Print page | |
The work hours overview will open in a new tab | |
Click on Download to download the work hours overview as a PDF on your device |
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Click on Print to print out the file |
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