Setup features for cleaning plans

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.

NOTE

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?

• How to add and set up a header?

• How to add and set up a comment?

• How to add and set up a week?

• How to add and set up a yes/no field?

---

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
NOTE Renaming an individual task's name prevents it from automatically being translated when switching languages. It is important that the task text is not longer than the dropdown itself, as it otherwise will not be included on the printout.
	In the task field, describe the desired task
	NOTE When editing a task description, it is essential not to click on Select from the list because this will reset what has been written.
	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.