Important information
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Configuring a work schedule consists of a number of steps; creating the work schedule, entering a start date, linking units and then specifying task definitions with the appropriate frequencies within the work schedule.
First of all, the work schedule must be created and then the content can be defined. There is an option to perform all steps manually, but there is also an option to create the work schedules and link them to units by import. Choose below whether you want the explanation for the manual operations or the explanation for the Import option:
Configure manually
Follow the steps below - A to D - to manually create a work schedule:
A. Creating the work schedule
1. Go to the main menu and select Cleaning
2. Select an Object
3. In the left menu, go to Work schedules
4. Click Add in the top right
5. Fill in the Title of the work schedule
6. Click Create
You have now created a work schedule. The next step is to clip the appropriate units to this work schedule.
Note
A work schedule can have the following statuses:
- Active: A work proschedule gramme falls under 'active' if its start date is today or earlier and its end date is zero or in the future.
- Draft: A work schedule falls under 'draft' if it has no start date.
- Inactive: A work schedule falls under 'inactive' if the end date is in the past.
B. Linking units
7. Click the appropriate tab (Draft or Inactive) and then the title of the relevant work schedule
8. Next to Linked units, click Edit 
9. Select the appropriate units to which this work schedule applies
10. Click on Save
You have now linked the created work schedule to units. The next step is to match the correct task definitions with the frequencies to this work schedule.
C. Linking task definitions with appropriate frequencies
11. Click the appropriate tab (Draft or Inactive) and then the title of the relevant work programme
12. Next to Tasks, click Edit 
13. Then link the appropriate task definitions under the appropriate headings
A. Daily
- Select the correct Task definition
- Select the days of the week; weekdays, weekends or all days of the week
- Select a Frequency; once a day, 2 - 6 times a day
- Click on Add
B. Weekly
- Select the appropriate Task definition
- Select a Frequency: Weekly, Biweekly (odd) or Bi-weekly (even)
- Click on Add
C. Fixed Periodic
- Select the correct Task definition
- Enter the Week numbers, seperated by comma's
- Enter the Deadline in weeks
- Click on Add
D. Flexible Periodic
- Select the correct Task definition
- Select a Frequency
- Click on Add
You have now also linked the correct task definitions with the frequencies to this work schedule, if the setup is correct, all that remains is to enter the start date.
D. Set start date for work programme
14. Click the appropriate tab (Draft or Inactive) and then the title of the relevant work schedule
15. Click Set start date to Active from
16. Enter the Start date - and possibly already an end date of the relevant work schedule
17. Click on Save
You have now created the work schedule , linked them to the relevant units, defined their content and given them a start date. Follow the above steps - A to D - for all work schedule required for the selected object.
Note
- Weekly task definitions appear from Monday to Sunday until registered or cancelled.
- Bi-weekly task definitions appear for a fortnight until registered or cancelled.
- Once the start date of a work schedule has arrived, it is no longer possible to make changes to the task definitions and linked units in that work schedule. Read how changes can be made to work schedules here.
Import
Want to take it a step easier? You can! There is also an import function to create the work schedules and link them immediately with the corresponding units. This avoids manual operations to create the work schedules and link them with the units. However, filling in the work schedules, which task definitions and frequencies, remains a manual action. Follow the steps below - A to C - to import work schedules:
A. Creating the work schedule including linking the units
1. Go to the main menu and choose Cleaning
2. Select an Object
3. In the left menu, go to Work schedule
4. Choose the Links tab and click Import Links in the top right corner
5. Download the template and fill it with the appropriate data;
a. Column A with the unit numbers
b. The title(s) of the work schedule(s) belonging to the units
6. Save the template and return to the work schedule import tab
7. Upload the file and click Upload
You have now created the various work schedule titles and linked them to the relevant units. These can be found under the Concept heading. The next step is to fill the work schedule with the relevant task definitions and frequencies.
Note
A work schedule can have the following statuses:
- Active: A work proschedule gramme falls under 'active' if its start date is today or earlier and its end date is zero or in the future.
- Draft: A work schedule falls under 'draft' if it has no start date.
- Inactive: A work schedule falls under 'inactive' if the end date is in the past.
B. Linking task definitions with appropriate frequencies
8. Click the appropriate tab (Draft or Inactive) and then the title of the relevant work programme
9. Next to Tasks, click Edit
10. Then link the appropriate task definitions under the appropriate headings
A. Daily
- Select the correct Task definition
- Select the days of the week; weekdays, weekends or all days of the week
- Select a Frequency; once a day, 2 - 6 times a day
- Click on Add
B. Weekly
- Select the appropriate Task definition
- Select a Frequency: Weekly, Biweekly (odd) or Bi-weekly (even)
- Click on Add
C. Fixed Periodic
- Select the correct Task definition
- Enter the Week numbers, seperated by comma's
- Enter the Deadline in weeks
- Click on Add
D. Flexible Periodic
- Select the correct Task definition
- Select a Frequency
- Click on Add
You have now also linked the correct task definitions with the frequencies to this work schedule, if the setup is correct, all that remains is to enter the start date.
C. Set start date for work schedule
11. Click the appropriate tab (Draft or Inactive) and then the title of the relevant work schedule
12. Click Set start date to Active from
13. Enter the Start date - and possibly already an end date of the relevant work schedule
14. Click on Save
You have now created the work schedule , linked them to the relevant units, defined their content and given them a start date. Follow the steps - B and C - for all work schedule required for the selected object.
Note
- Weekly task definitions appear from Monday to Sunday until registered or cancelled.
- Bi-weekly task definitions appear for a fortnight until registered or cancelled.
- Once the start date of a work schedule has arrived, it is no longer possible to make changes to the task definitions and linked units in that work schedule. Read how changes can be made to work schedules here.
Configuring Flexibility in Tasks
To support the process at locations with night shifts, it is possible to view, register, and cancel tasks from the previous or following day. In the Dashboard, you configure the times from and until which this is possible. Follow the steps below to configure this:
1. Go to the main menu and choose Cleaning
2. Select an Object
3. In the left menu, go to Policy
4. Choose the times you want to set:
a. Click Edit
at Yesterday available until, and:
b. Click Editat Tomorrow available from
You have now set the times!
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