Get started with cleaning plans

What are cleaning plans, and how do I get started using them?

In this article, you receive a step-by-step guide that describes the process you need to go through to set up and apply cleaning plans.

The process describes how cleaning plans are set up, managed, and displayed in different parts of the system and by different user types.

Get started using cleaning plans by following the three steps:

• 1. Cleaning plan setup
• 2. Created cleaning plans
• 3. Displaying cleaning plans

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1. Cleaning plan setup

Create your first cleaning plan. Choose a template you want to work with and which language you want it to be in:

• Creating a cleaning plan and selecting the template type and the language

Give the cleaning plan a name and connect it to a customer:

• Naming and sharing a cleaning plan

Now set up the tasks to be completed and choose how and when they are to be carried out:

• Setup features for cleaning plans

You can always copy individual tasks in a plan, or copy an entire plan, so you can set it up in another language, or adjust it to fit another customer:

• Features for moving and copying elements in cleaning plans

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2. Created cleaning plans

Once a cleaning plan has been set up and saved, it will be available for use.

You have the option to sort the saved cleaning plans so that, e.g., only one customer is shown. There are also some administrative functions that the Administrator / Supervisor can use in managing the plans.

• Finding and managing created cleaning plans

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3. Displaying cleaning plans

It is possible for an Administrator, Supervisor, Customer, or Employee to have the cleaning plans displayed from various sources.
See the following articles where the different user types can have the cleaning plans displayed:

• Displaying cleaning plans - Administrator / Supervisor
• Displaying cleaning plans - Employees
• Displaying cleaning plans - Customers