Page Comparison

Summary

As part of Swept’s inspection workflow, the inspections widget in Swept+ allows users to complete inspections while on-site. Inspection results reports are generated that can be viewed and sent directly to cleaners and clients through Swept+ or the Swept web app.

Who can see the inspections widget?

The inspections widget appears for managers and supervisors that have the “inspections allowed” permission turned on.

Where can I find the inspections widget?

The inspections widget is found on the location details page. The locations details page can be accessed by selecting Locations from the navigation bar and selecting a particular location. You may need to scroll down to see the inspections widget.

When should I use the inspections widget?

Users should use the inspections widget when they want to complete an inspection plan while they are in the field. From here they can start a new inspection, continue an in-progress inspection or view completed inspection results reports.

Inspections Details

The inspections widget provides the user with access to inspections within Swept+. From here users can start a new inspection, continue an in-progress inspection or view completed inspection results reports.

Inspections widget

When you are looking at the details of a location you will see the inspections widget. Depending on the location and what supplies have been assigned the widget will appear in one of two states.

• No completed inspections - The widget will be shown in this state if the location does not have any completed inspections.

• Recently completed inspections - If the location has completed inspections the three that have been completed most recently will be shown on the widget. Clicking on the view button will bring you to the inspection results report for each inspection listed.

The inspections widget has two buttons in the bottom right-hand corner. The Start new button will bring you to the plans tab of the inspections section allowing you to start a new inspection. The View all button will bring you to the completed tab of the inspections page.

Inspections Page

The inspections widget provides access to the inspection page of Swept+. On the inspections page, users will have access to the following three tabs.

Plans

This tab shows the user all the inspection plans assigned to the location and allows them to start a new inspection. If there are no plans assigned to a location, you will see a message indicating that plans need to be set up for the location using the Swept web app.

In progress

This tab shows the user the inspection plans that they started but did not yet complete and allows them to continue the inspection from where they left off. If there are no in-progress inspections, you will see a message indicating that inspections can be started from the plans page.

Completed

This tab shows the user all the inspection plans assigned to that have been completed at the location and allows them to start a new inspection. If there are no plans assigned to a location, you will see a message indicating that plans need to be set up for the location using the Swept web app. It also allows the user to send the inspection report to cleaners of clients if that step has not already taken place.

Completing inspections

Requesting supplies An inspection should ideally be done when you notice you are running low on supplies to give the manager time to order and deliver the supplies to the location, but can also be done if you are completely out of supplies. When you request a supply managers and supervisors assigned to the location will receive a supply request letting them know they need to deliver supplies to the location. To request supplies select the “Request supplies” button on the requested supplies widgetcompleted as you walk through the location inspecting each of the points listed on the plan. This way you can keep track as you go, complete the inspection and send it to your client in one easy step.

To complete an inspection select the Start new button on the inspections widget or go to the plans tab of the inspections page and select Start. This will bring you to the supplies page for the location. You will land on the New Request tab. This tab displays the supplies that are available to request at the location.

New request tab

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Each supply will show the date it was last restocked and two input fields. One for the amount you currently have remaining and one for the amount you think you need. Upon selecting each of the fields a keyboard will appear allowing you to enter a number. You can continue down the list of supplies until you have requested all the supplies you need. When you are done select Submit Request.

• If there are still supplies available to request you will be shown a banner that indicates your request has been submitted and the supply you requested will be removed from the list and show on the requested tab.

• If there are no more supplies available to request the list of supplies will be removed and you will see a message indicating there are no more supplies available to request.

There are a few rules when requesting supplies to be aware of:

• Only whole numbers can be used to request supplies

• Amount needed must be greater than 0

• Amount remaining can be left at 0

• Numbers enters can not exceed 4 digits. You cannot request more than 9999 of one item.

You can see a full list of requested supplies by selecting the requested tab. Each supply that has been requested will appear here along with the date it was requested, the amount remaining at the time of the request and the amount needed. Supply requests will be automatically removed from the requested tab when they are completed, making them available to be requested again.

Requested tab

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InfoDid you know? Managers and supervisors can complete supply requests in the Swept+ app. Check out https://sweptworks.atlassian.net/wiki/pages/createpage.action?spaceKey=UX&title=Swept%2B%20Supplies%20by%20Location%20%26%20Completing%20Supply%20Requests to see how. inspection plan details page where you can complete the inspection.

New Inspection plan details

On the new inspection plan details page, you will see each area and point that needs to be inspected in the order they were added to the plan. If you would like the areas and point in a different order these can be adjusted by editing the plan in the Swept web app.

To inspect each point, just click on it to open the inspection point modal. From this modal you can give the point a rating, add a comment, and/or images in one easy step. Each inspection point must have a rating to be considered complete. Adding comments and images are optional. After you hit save the inspection point modal will close and bring you back to the inspection plan details page so you can complete the next point.

If you make a mistake when entering the information for each inspection point, don’t worry! You can edit a point you already inspected by hitting the pencil icon on the inspection plan details page beside the item. From here you can even delete the details you added to a point by selecting the trash can icon in the upper right-hand corner of the inspection point modal

Once all the points have been inspected select the Complete Inspection button at the bottom of the page. This will generate a results report that will be available through Swept+ and the web app. The inspection cannot be edited once this is complete, so Swept+ will ask you to confirm your submission.

Complete Inspection (are you sure modal)

Once you choose to complete your inspection you will be shown the completed inspection results report.

Completed inspection results

This report will display the details added for each inspection point and allow users to forward the inspection to cleaners and clients. The process is the same to send the report to either cleaners or clients, simply select the Send to button, choose the users you would like to send the report to, add any additional comments you would like included in the email and hit Send. An email with a PDF of the inspection report will be sent to the email associated with the users you choose.