Creating/Editing Checklists

Details

Who Has Access to Update Checklists?

Only managers and supervisors with access to the Swept Web App can update checklists.

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

• Log in to the Swept Web App at https://app.sweptworks.com/.

• Click Locations in the left hand menu.

• Scroll down to the location you would like to add the checklist to and click the three horizontal dots. Select Checklists.

• To add a new checklist click the green + Checklist button.

• The New Checklist page will show as below.

((NEW Checklist Screen))

• Fill out the following information to create your new checklist.

1. Checklist Name - Enter the name of your checklist so cleaners and supervisors can easily select it from a list of checklists at this location.

2. Location Name - This field pre-populates with the name of the location you are entering the checklist for. This cannot be changed.

3. Description - Add in a description for this checklist. What is the checklists purpose? Are there any additional notes for this checklist?

4. New Area Title - The checklist can be separated in to sections by clicking the + Add New Area button at the bottom. Add the title for this section of the checklist here.

5. New Item - This will be the task that is checked as they complete the checklist. You can add a description of this task by clicking on the Description field beside the item. Descriptions are limited to 500 characters.

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