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For a limited time, all Swept users will have access to our checklists feature, giving managers and cleaners the opportunity to test our new Checklists is currently in Beta testing for Swept customers. If you have any questions please contact support@sweptworks.com.feature. Designed with “easy” in mind, an easy to use interface is paired with powerful reporting to help you stay connected with cleaners and clients. |
Details
Checklist results can be downloaded in PDF format making it easy to share with your client, showing them you are on top of the job. See that something got missed? Quickly dig into the details and see notes from the cleaner, allowing you to address issues before your client even notices.
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Log in to the Swept Web App at https://app.sweptworks.com/.
Click Reports in the left hand menu.
Click on Checklist Results Report from the list of reportscompleted checklists.
Filter the results of the report by using the following options:
Search Field - Search the checklists by a keyword for the checklist name, location name or completed by name.
Date, Timeframe - Search by a specific date range or a selected timeframe by clicking on the calendar in the search bar.
Locations, Completed By, % Done - Search by locations, who completed the checklist and what percentage was completed by clicking the three lines that form a triangle in the search bar.
Click Apply to apply the filters you’ve selected.
The following information will appear for each checklist:
Checklist Name - The name of the checklist completed.
Location - Where the cleaner/supervisor was logged in when they completed the checklist.
Date - The date the checklist was completed.
Completed By - Who completed the checklist.
% Done - The percentage of the checklist that was completed.
Not Done - How many items on the checklist that were not completed.
Click on a checklist result to view the checklist.
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Three metric cards appear at the top of the checklist details:
Total Checklist Items - This purple card will display how many checklist items are on this checklist.
% Done - This green card will show a percentage of the checklist that was completed.
Items Not Done - This red card will show how many items were not completed.
Checklist Details - This includes where, when and who completed the checklist.
Linked Time Entry - The time entry that the cleaner/supervisor created will appear here after they have completed the shift. Click on the linked time entry to review the time entry.
Linked Shift - If the cleaner/supervisor signed in to a scheduled shift the linked shift will appear.
Notes - View the notes that the cleaner/supervisor added before they completed the checklist.
Checklist Information - You are able to see with a green checkmark what items were completed along with the item name and details.
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