Keeping track of the important things that need to be done at each of your locations has never been easier. Checklists let Cleaners know what tasks need to be completed each shift and enable Managers to track completed and incomplete tasks to keep a finger on the pulse of the business, wherever they are.

The Checklists feature provides a complete task tracking solution including custom checklists for each location. Have your team complete them as part of onsite shifts, and measure the results. The checklists feature within the Swept+ mobile app allows users to view and complete checklists as they clean locations.

Location checklists

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Who can see checklists?

Managers, supervisors, and cleaners can all view checklists within the Swept+ mobile app, but checklists can only be completed by a user that is logged into a location.

Where can I find checklists?

The checklists widget is found within the locations section of the Swept+ mobile app. To access checklists select Locations from the navigation bar, then select a location, and scroll down until you see the checklists widget.

Navigation Bar

 

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Locations list

Checklist widget

 

When should I use checklists?

Checklists should be used by cleaners and supervisors when they are cleaning a location to ensure they are completing all of the tasks that need to be done as part of their shift.

Details

The behaviour of the checklists feature in Swept+ is different depending on whether the user is completing a cleaning shift or not. If the user is not logged into a location they are able to view the checklists available at a location and they can view the checklists they have completed at a location.

In order to complete a checklist, the user must be logged into the location. Once the user is logged in the ability to complete checklists will be unlocked. Users are able to put checklists in progress during their shift so they can complete the checklist later in their shift or after a break.

Creating an in progress checklist

Once you are logged into a location and have selected a checklist you are able to save the checklist as in progress to complete later in your shift. To do this press the back icon in the top left and you will be asked if you want to save your progress. Click Yes and the checklist will appear in the In Progress tab. You can go to the In Progress tab and select Continue to continue your checklist.

** Please note currently if you start a checklist, do not check any tasks and go back it will put the checklist in progress.

If you do not want to complete the checklist and would like to delete it click the red garbage can icon in the top right of your checklist.

Completing a checklist

Once you are logged into a location and have selected a checklist to complete you will see the checklist details. The checklist will have tasks split into different areas, as you complete each task simply check it off the list.

When you have completed all the tasks on the list you can add a note to the checklist letting your manager know anything that came up during the completion of the tasks. To complete the checklist press Complete Checklist. You will be shown a summary of the items that you checked, if you are happy with this select Yes. If you would like to make changes to the checklist before submitting select Cancel. This will allow you to go back and edit the checklist before sending it. Completing a checklist will generate a results report that can be viewed in the Swept web application.

If you do not want to complete the checklist and would like to delete it click the red garbage can icon in the top right of your checklist.

Viewing a completed checklist

You are able to view your completed checklists by selecting the Completed tab. Click View to view your completed checklist. Please note you are only able to view your own completed checklists.

Viewing Completed Checklists