What setup functions does the Administrator / Supervisor have when setting up a cleaning plan?
There are various setup functions that the Administrator / Supervisor can use when creating a cleaning plan.
The functions make it possible to describe which rooms are to be cleaned with headings, followed by associated tasks in the rooms with descriptions.
The functions also provide the option to specify when the tasks must be solved with frequencies and checkboxes.
A cleaning plan cannot contain more than 100 rows of tasks and headings.
In this article, you will learn how to set up a cleaning plan:
How to add and set up a task
|In the top menu, click on Add task
At an added task, tap the dropdown to select one of the possible task descriptions
Or search via the Search field for a specific task
|Click on Manual entry next to a task to rename the task
In the task field, describe the desired task
Click on Image 1 to select the equipment, the employee must use for the task.
Click on Image 2 to select the fixture the employee needs to clean.
How to add and set up a header
|In the top menu, click on Add Header
Create a heading that describes a room or what the following tasks are about.
|Click on the field to Name the header
How to add and set up a comment
|In the top menu, click on Add Comment
|This function adds a column that allows you to write a comment for each task.
|Tap on the Comment of the task field to name the heading for the comment column
|Click on the field next to each task to add a comment to the task
How to add and set up a week
|In the top menu, click on Add Week
|This makes it possible to choose a frequency for when during the week a certain task must be carried out.
Click on the Heading field to name the heading for the week's column
|Check off which days of the week the task must be carried out
|If necessary, select a Task frequency for all tasks at once by checking the heading of the relevant weekday
How to add and set up a yes/no field
|In the top menu, click on Add yes/no
The function can be used for tasks that must be carried out periodically, for example once a month.
Click on the field to name the heading of the yes/no column
Continue to the article: Features for moving and copying elements in cleaning plans
Here you can continue setting up your cleaning plan.