How do I fill out new reports in the app?
Note: To be able to fill out reports, the add-on module Audits needs to be activated on the administrator's account. See: Add-on modules |
As an employee, supervisor, or admin, you have the option to fill out reports through the CleanManager app.
Note: To be able to fill out reports, the administration, or the supervisor has to set up a report template in CleanManager, which needs to be done in the browser. This report template can be a quality report, a control report, or a satisfaction report. The report's access settings determine if employees or supervisors can see and fill out the report. |
As an employee, supervisor, or administrator, you can fill out reports in the CleanManager app.
You can answer the listed questions in the created report template and finish the report within the app.
In this article, you can read about how to fill out a new report:
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How do I fill out a new report in the app as a supervisor?
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How do I fill out a new report in the app as an employee?
How to fill out a new report in the app as a supervisor
In the main menu, click on Fill out new report | |
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Adjust the information about the new report and start filling out the report by clicking on Start |
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Fill out the report |
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Answer the questions in the report and add comments, imagery, and signatures as needed. |
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Finish the report by clicking on Send |
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Click on Save to save the report |
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Click on Save and send to save the report and forward it by e-mail or SMS to customers and employees straight away. |
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If you selected Save and send you can fill in recipient details and confirm by pressing Send |
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Click on the E-mail or Text message buttons below the customer or employee names to add their contact details. You also have the opportunity to add in e-mails and SMS of other people, to whom you want to deliver the report. |
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How do I fill out a new report in the app as an employee
Click in the main menu on Fill out new report |
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Adjust the information about the new report and start filling out the report by clicking on Start |
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Fill out the report |
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Answer the questions in the report and add comments, imagery, and signatures as needed. |
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Finish the report by clicking on Save |
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Click on Save to confirm the hand-in of the report | |
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