How do I create an inspection checklist?
In Clean Smarts, by default, the checklists you create for cleaners and attach to a location are the same checklists that your inspectors use for inspections. If you've set up your cleaning checklists, you've already set up your inspections! You can start and complete inspections from the Clean Smarts mobile app if you have the Inspections module.
We believe that having your cleaners' checklist match the inspectors' checklist means there's no confusion between how cleaners are evaluated and what they are expected to do, but we know this may not work for everyone. To make tasks that only appear in the inspection OR only appear in the cleaner checklist, you change a setting at the task level. In the web app, when creating or editing a task select the option "Inspection only" to hide it from the cleaners' view, as shown in the screenshot below.
Useful Links
| How do I create checklists? | Steps through creating a checklist. |
| How do I add items or tasks to an inspection that I do not want the cleaner to see on his or her checklist? | How to mark items as "Inspection only" |
| How do I add checklists to locations? | Walks through attaching checklists to locations. Inspectors will see those lists for their inspections. |
| How do I limit task visibility? | Limiting task visibility will be useful for those tasks you only want inspectors to see/the tasks you only want cleaners to see. |
| How do I inspect just a portion of a building? | Use Method 2 from this article to be able to send inspectors to deal with just a portion of a location |