Viewing Checklist Results

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.

Who Has Access to View Checklist Results?

Only managers and supervisors with access to the Swept Web App and Reports can view the checklists report.

When permissions are enabled or changed for a user, the user needs to log out and log back in to refresh their settings. This will update the information that displays on their dashboard.

Instructions

Checklist Results Report

• 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 reports.

• 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 -

  • Locations, Completed By, % Done -

• 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.

Viewing the Checklist

Within the checklist details you are able to view what was completed along with additional information:

• 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.

• 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.

Download the Checklist

You can download the checklist details by clicking on the down arrow on the blue Manage button in the top right corner and select Download. This will download in to a PDF on your computer.

Deleting a Checklist

You can delete an individual checklist permanently by clicking on the down arrow on the blue Manage button in the top right corner and select Delete. You will be asked to confirm your deletion as the completed checklist will be permanently deleted.

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