To which functions does the Administrator/ Supervisor have access when setting up cleaning plans?
In this article, Administrators/Supervisors will receive an introduction to the functions available to them during the setup of a cleaning plan.
This article will guide you through the process of choosing a language and a template type, afterward the process of naming the plan and sharing it with the employees, as well as how the cleaning plans can be set up.
In addition, you will see how you can easily and quickly adapt and copy tasks, headings, or entire cleaning plans.
Finally, you will see how to link the cleaning plan to a customer and share it with your employees.
In this article, you will receive an introduction to the various features available when setting up cleaning plans:
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Creating a cleaning plan and selecting the template type and the language
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Naming and sharing a cleaning plan
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Setup functions for cleaning plans
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Move and copy functions for cleaning plans
Creating a cleaning plan and selecting a template type and a language
The first thing Administrators/Supervisors have to decide when creating a cleaning plan is the Language and the Template type.
If a cleaning plan is to be in a different language or to use a different template, the Administrator/Supervisors has/have the option to click on Change Language or New template.
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Naming and sharing a cleaning plan
You always have the option to name a cleaning plan.
In addition, Information about the workplace can be linked to the plan based on the customers registered in the system.
Administrators/Supervisors can also assign an overall Comment to the plan.
When the cleaning plan is completed, you have the option to Print the plan or Share it in the app and in the web system.
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Setup features for cleaning plans
During the setup of a cleaning plan, you have the option to add tasks, headings, comments, week frequencies, and yes/no fields.
Headings can help divide the plan into rooms, and the tasks then describe what needs to be done in each room.
Weeks show the frequency with which the tasks must be completed.
The yes/no field can help if a frequency has to be planned where there is a long time between a task to be solved. This can be used for periodic work.
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Features for moving and copying elements in cleaning plans
Administrators/Supervisors have the option to copy rows of tasks or headings during the setup of a cleaning plan. It is also possible to move the rows around after they have been copied, to adjust the order of the cleaning plan.
It is also possible to create an entire Standard cleaning plan. This cleaning plan can then be copied and adjusted accordingly to suit a new company or location.
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