Manager Checklist Infographic
- Darcey Wry
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 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.
To help you out with our new Checklists feature, we have created this helpful Manager Checklist infographic PDF.
If you are unable to download the PDF we have also listed the information below:
Getting started with…
Swept’s Customizable Checklists
Keeping track of important tasks at locations has never been easier. With Swept you can let your cleaners know what needs to be done as part of each shift and find out what did and more importantly did not get done immediately, making sure you know what is going on in the field.
We have put together a lot of helpful documentation to get you started with Checklists. To see all the documentation highlighted below please visit our support center at http://support.sweptworks.com/ and selecting Checklists.
The location checklists feature is simple and easy to use, just complete the following steps to get started:
Setup templates
Templates are key to setting up your checklists for the first time. Putting a little effort into properly setting up your templates will save you time when creating each of your location checklists.
For help getting started with checklist templates, make sure to check out our support center documentation:
2. Create location checklists
Once your templates are set-up you can now go to each location and create one or more checklists.
3. Train cleaners
Once you have your checklists all setup you need to let your cleaners know how to complete them. We have put together a Cleaner Training document available in our support center to help you train your cleaners, feel free to send this out to your team to get them up to speed with checklists.
4. View results
The checklists your cleaners complete are connected to their time entries making it easy to see what was done as you review the time your team is logging. For an overview of all checklists completed, you can also view the Checklist Results Report.
FAQs
Q: Can my cleaners complete more than one checklist per shift?
A: Yes! Just have them go back to the checklist page and select another before logging out.
Q: Can my cleaners complete the same checklist twice during the same shift
A: Yes! After they complete it the first time, they can start it again and it will generate a separate report for you.
Q: What if my cleaner doesn’t complete all my tasks?
A: If the cleaner doesn’t complete all the items on the checklist they should leave the items they did not do unchecked and complete the checklist. You will be able to see what items did not get done on the results report.
Q: Can I add more than one template to a location checklist?
A: Yes, you can add as many templates as you would like to each location checklist. In fact, you can even use previously created templates when creating new templates to make things even easier.
Q: What if I add my items or areas in the wrong order?
A: Don’t worry! Checklist items and areas can be reordered by using the drag and drop handle on the left-hand side of each item.
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