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
Create your first cleaning plan. Choose a template you want to work with and which language you want it to be in:
Give the cleaning plan a name and connect it to a customer:
Now set up the tasks to be completed and choose how and when they are to be carried out:
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:
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.
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