Features for moving and copying elements in cleaning plans

Which functions are available to the Administrator / Supervisor to copy and move elements?

This article provides insight into the copying functions that Administrators and Supervisors can use when setting up a cleaning plan.

The Administrator and Supervisors can copy rows of tasks or headings during the setup of a cleaning plan. In this regard, it is also possible to move the rows around after they have been copied, to put them in the preferred order.

INFO:

The Administrator/Supervisor has the option to create a Standard Cleaning Plan, which afterward can be copied and adjusted slightly, to be used for a different customer. 

In this article, you will learn how the Administrator / Supervisor can copy and move elements:

• How to copy and move tasks and headings?

• How to copy a cleaning plan?

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How to copy and move tasks and headings

	Click on Copy row  to copy a task
	If several similar tasks are to be created, these can be copied to save time when setting up the cleaning plan.
	The task has now been copied
	Click Copy row to copy a heading
	The header has now been copied
	Click on Move row next to a task or a heading and hold the left mouse button down, to Drag and drop them to a new location

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How to copy a cleaning plan

	In the menu, click on Cleaning plans
	Click on Copy plan  in the functions-column of a cleaning plan to copy the cleaning plan
	INFO: This feature makes it possible to create a standard template that can be used for various customers after a few adjustments. The cleaning plan template can be stored under your own company, which can be selected in the list of customers at Workplace information, which is selectable during the setting up process of the cleaning plan.
	Customize the Name of cleaning plan and select the current customer with whom the plan should be associated with by changing the Workplace information
	Make the necessary adjustments to the cleaning plan's tasks and heading, as well as the overall planning of the work
	Click on Save to finish