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Adding key rings

How do I add a key ring?

To start creating a key or a code, a key ring must first be created. Keys and codes cannot be created in CleanManager without a key ring with which they can be associated.

Once the customer and the desired location have been selected, the creation of the key ring can begin.

 

In this article, you will learn how to add one or more key rings to a location:




 

 

How to add a key ring

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In the top menu, click on Add keyring

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How to add a key ring number

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Fill in the box Key ring no.
 

This can either be an arbitrary number or a number that belongs to the key ring itself. The field can also be filled in with letters.

Note

This field must be filled in, in order to be able to save the key ring.

Special characters cannot be used in this field.

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How to add a name to your key ring

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Add a Name to the key ring

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How to assign an employee to a key ring

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Click on the dropdown menu, No associated employee

Select the employee, to whom you want to attach the key ring.

 

You have the option to select a specific employee or all employees.

Note

If it is decided that the key ring should be assigned to all employees, then everyone will be able to see any codes associated with this key ring.

If a specific employee is selected, it will be possible to control who is allowed to see the codes. It will therefore be possible to check, who sees the key ring in regard to hand-ins and hand-outs.

If employees access a code via the app, this will then be registered in the Event log.

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How to add a remark

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Add a remark in the box Remarks
 

This is purely optional, in case you want to add a remark to a key ring.

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How to add a code

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Click on Add code Screenshot_2022-10-28_at_08.24.01.png to set up a code
 

See the article Adding a code to see how to set up a code for a key ring.

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How to add a key

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Click on Add key Screenshot_2022-10-28_at_08.23.50.png to set up a key
 

See the article Adding a key to see how to set up a key for a key ring.

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How to copy a key ring

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Click on Copy key ring Screenshot_2022-10-28_at_08.23.15.png to copy a key ring
 

It is possible to make a copy of a key ring. Through this, multiple key rings can be made rapidly and then simply edited if necessary.

The copy function can, for instance, be used, when multiple employees work at the same customer and need access to the alarm codes, but they should not all have access to them at the same time.

By making a copy, you have the option of assigning the key ring to the individual employee, when required. By doing this, you will be able to see when the employee accessed the code, by checking the event log.

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How to delete a key ring

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Click on Delete key ring Screenshot_2022-10-28_at_08.23.34.png to delete a key ring 
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Continue to the article Adding a code

Here you can continue setting up a code