How can I set different checklists for each cleaner at the same location?

When a checklist is attached to a location, by default each cleaner sees the same checklist. The tasks on the checklist are not shared; in other words, each cleaner is expected to do the tasks he or she can see. If you have a team of cleaners where each cleaner works on different tasks, this can be set up in one of two ways.

Method 1 (Recommended): Create different shifts and attach specific checklists to each shift 

1. Option 1: Click your profile in the bottom left corner, go to Manage Locations and select the location you want.  
   Option 2: Use the search bar at the top left (or press Ctrl+K) and type the location name.

2. Go to the Shifts & Inspections tab and create separate shifts for each cleaning group. For instance, you could create a Light Duty shift, a Bathroom shift, and a Flooring shift. These shifts could have the same recurrence settings so that they happen at the same time.

3. Click on the Scope of Work tab from the location menu, and select Manage Checklists from the three-dot action menu on the right-hand side of the location name. 
   
   

4. Click the Add Checklist button and select the checklist you want to assign. 
   
   

    

5. From the shift dropdown, select the group or user it should be assigned to. 
   
   

Method 2: Create sublocations and attach checklists and users to each one

If you prefer to not maintain multiple shifts, another approach is to create sublocations at the service location. Checklists can then be attached at the sublocation level.

1. Go to Manage Locations > Scope of Work tab, and click on the Add Sublocation button to create a new sublocation. 

2. Select Manage Checklists from the three-dot action menu on the right-hand side of the sublocation name. 

3. Click the Add Checklist button and select the checklist you want to assign. 

4. From the shift dropdown, select the group or user it should be assigned to. 
   
   *Refer to screenshots above. 

That's it! Now any user assigned to that shift will see only the checklists that apply to that shift.

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