How does the administrator set which created cleaning plans are displayed?

As Administrator, you can see all created cleaning plans for all customers.

Supervisors can only see the cleaning plans of the customer areas they have been assigned to. 

As an employee, you can see created cleaning plans at the workplaces to which you are assigned. For more information regarding this, go to Company Structure.

If you are searching for a specific cleaning plan, you have the option to sort the created cleaning plans. This article will review the adjustment options available when filtering the displayed cleaning plans as an administrator.

In this article, you will learn how to adjust the display of cleaning plans:

• How do you find the created cleaning plans?

• How to adjust the sorting?

• What functions are available for cleaning plans? 

This is how you find the created cleaning plans

In the menu, click on Cleaning plans

 

Here you can either see cleaning plans in the standard sorting or make the search more specific by adjusting the sorting.

How to adjust the sorting

Next to View, click on the Dropdown and select the desired customer

Click on Update to refresh the view

These functions are available for cleaning plans

Functions for cleaning plans

 

The following functions, in addition to the individual cleaning plans, will be possible to use:

Edit cleaning plan

This function lets you edit the plan

Delete cleaning plan

This function deletes the plan

Copy plan

This function makes a copy of the plan

Show/print cleaning plan

This function opens the cleaning plan as a PDF, which can then be viewed, as well as printed