What does each of the user modules do?
Modules are the way that you can hide or show different features of the mobile and web app experience for different users. Our module system is unique in that you are able to mix and match modules to fit your use case for any user. The list below describes what each module does.
Please note that modules only allow users to take actions with regard to locations they have access to. The only exception is the "Manage Account" module, which gives broad account privileges and gives the user access to ALL LOCATIONS.
Administrative
|
Web App |
Mobile App |
| Dashboard (Action Board) |
Access Dashboards > Action Board. |
N/A |
| Dashboard (Check In Map) |
Access Dashboards > Check In Map. |
N/A |
| Dashboard (Trends) |
Access Dashboards > Trends. |
N/A |
| Lock Time Entries |
Lock timesheets so time entries cannot be edited. |
N/A |
| Manage Account |
- Act as an administrator for the Clean Smarts account.
- Change company settings.
- See all users and locations associated with your company's Clean Smarts account regardless of your location access.
- Remove messages from message chats
|
See all users and locations associated with your company's Clean Smarts account regardless of your location access. |
Users
|
Web App |
Mobile App |
| Users (Edit) |
Access Admin > Manage Users and modify user profiles. |
Access the Users screen and modify user profiles. |
| Users (See All) |
See all users associated with your company's Clean Smarts account regardless of your location access. |
See all users associated with your company's Clean Smarts account regardless of your location access. |
| Users (View) |
Access Admin > Manage Users and view user profiles. |
Access the Users screen and view user profiles. |
Locations
|
Web App |
Mobile App |
| Locations (Edit) |
- Access Manage Locations
- Edit location information.
- Add supplies to locations.
- Add checklists to locations.
|
N/A |
| Locations (View) |
Access Manage Locations and view location information. |
N/A |
| Locations (Mobile Only) |
N/A |
Allow users to clock into locations they have access to even if they are not scheduled for shifts at those locations. In the v2 App, this module will show the check-in button when the user taps on a location from the List or Map views. Without this module, there is no check-in button when viewing location details from the List or Map view. On the Legacy App, this module will enable the Locations screen. Without this module, the Locations screen is not visible, so the user cannot view the location in order to clock in. |
Scheduling
|
Web App |
Mobile App |
| Jobs (Edit) |
Access Manage Jobs and add, edit, or remove jobs. |
Access the Jobs screen and edit job information (v2 App only). |
| Jobs (View) |
Access Manage Jobs and view jobs. |
Access the Jobs page and view job information (v2 App only). |
| Schedule (Assign Only) |
Assign users to shifts from the calendar, Manage Locations, or Assign Cleaners pages. You cannot change shift times or other shift settings. |
Assign users to shifts from the shift details screen. |
| Schedule (Cleaner View) |
N/A |
View your schedule and receive notifications if you are late for a shift. |
| Schedule (Edit) |
Edit shifts, jobs, and inspections from the calendar, Manage Locations. |
View shifts, jobs, and inspections in My Jobs or Locations (Legacy app) |
| Schedule (View Only) |
View shifts, jobs, and inspections from the calendar, Manage Locations. |
View shifts, jobs, and inspections in My Jobs or Locations (Legacy app) |
| Survey Results |
Access Time Tracking > Health and Attendance Surveys and receive notifications when someone reports a survey exception. |
Receive notifications when someone reports a survey exception. |
| No-show Notices |
N/A |
Receive no-show notifications when other users do not clock into their shifts for locations that you have access to. |
Timesheets
|
Web App |
Mobile App |
| Geolocation (Company) |
- View the out-of-bounds check-in report.
- Receive notifications if somone checks in or out while outside a geofence.
|
Receive notifications if somone checks in or out while outside a geofence. |
| Group Check-In |
N/A |
Clock other employees in and out from the shift details screen (v2 App) or Group Check-in screen (Legacy App) |
| Timetracking (Check in) |
N/A |
- Clock in and clock out from the mobile app.
- Receive late notifications for yourself.
|
| Timetracking (Edit) |
- Access Time Tracking reports:
- Approve hours
- View time detail
- Modification log
- Budget-to-actual
- Schedule status
- No-shows and late check-ins
- Open check-ins
- Short shifts
- Check-in attempts
- Out-of-bounds check-ins
- Create, modify, delete, and approve other users' time.
- Receive late and no-show check-in notifications.
|
View, create and modify other users' time. |
| Timetracking (View others' time) |
- Access all of the same Time Tracking reports that the Timetracking (Edit) module can access, but with view-only capability only.
|
Receive late and no-show check-in notifications for others. |
| Timetracking (Approve) |
- Access Time Tracking reports and approve hours:
- Approve hours
- View time detail
|
View others' time. Approval via mobile app is planned for a future update. |
Checklists
|
Web App |
Mobile App |
| Checklist (Cleaner) |
N/A |
View and complete checklists and tasks. |
| Checklist (Company) |
- Access Manage Checklists
- Create, edit, and remove checklist and task information.
- Add checklists to locations.
|
View and complete checklists and tasks. |
| Checklist (Customer) |
View the Completed Tasks and Scans report. |
View checklists and tasks. |
Inspections
|
Web App |
Mobile App |
| Checklist (Inspector) |
N/A |
Submit inspections. |
| Inspections (Cleaner) |
View completed inspections. |
View completed inspections and receive notifications of completed inspections. |
| Inspections (Company) |
- View completed inspections.
- View overdue inspections.
- View inspection information in Dashboard Trends.
|
View completed inspections and receive notifications of completed inspections. |
| Inspections (View) |
View completed inspections. |
View completed inspections and receive notifications of completed inspections. |
Issues
|
Web App |
Mobile App |
| Issue (Cleaner) |
N/A |
Create and edit unassigned issues or issues assigned to them (internally reported and customer-reported). |
| Issue (Company) |
- Create and edit issues (internally reported and customer-reported).
- Make internally reported issue visible to customers.
|
- Create, edit and assign issues (internally reported and customer-reported).
- Make internally reported issue visible to customers.
|
| Issue (Customer) |
Create issues, and see customer-reported issues. |
Create issues, and see customer-reported issues. |
Supplies
|
Web App |
Mobile App |
| Supplies (Edit) |
- Access Manage Supplies
- Access Manage Suppliers
- Add, edit, and remove supplies
- Modify and close supply requests.
- View Cost and Levels report
|
- Create supply requests
- Close and fulfill supply requests
- Set supply quantities at a location.
- Allows user to see supply costs
|
| Supplies (Request) |
N/A |
- Create supply requests
- Close and fulfill supply requests
- Without the Supplies (Edit) module, user will not see cost
|
| Supplies (Set Quantity) |
N/A |
Set supply quantities at a location. |
Messaging
|
Web App |
Mobile App |
| Messaging (Cleaner) |
Access Message Center and send and receive messages in company (internal) and custom group chats. |
Access Messages page and send and receive messages in company (internal) and custom group chats. |
| Messaging (Company) |
- Access Message Center and send and receive messages in company (internal) and custom group chats.
- Forward internal location-based chats to the customer chat (if user also has Messaging (Customer) module).
|
Access Message page and send and receive messages in company (internal) and custom group chats. |
| Messaging (Customer) |
Access Message Center and send and receive messages in customer (external) and custom group chats. |
Access Messages page and send and receive messages in customer (external) and custom group chats. |
Services
|
Web App |
Mobile App |
| Services (Cleaner) |
Deprecated. |
Deprecated. |
| Services (Company) |
Access Manage Services and create, edit, and remove service items. |
N/A |
| Services (Customer) |
Deprecated. |
Deprecated. |
Assets (Expert Tier Only)
|
Web App |
Mobile App |
| Assets (Edit) |
Access Asset Register and add, edit, or remove asset and asset information. |
Access the Assets screen and add, edit, or remove asset and asset information. |
| Assets (View) |
Access Asset Register and view asset information. |
Access the Assets screen and view asset information. |
Training Media (Expert Tier Only)
|
Web App |
Mobile App |
| Training (Cleaner) |
N/A |
View training photos and videos associated with tasks. |
| Training (Company) |
N/A |
Upload training photos and videos associated with tasks. |
