How to create a checklist for rooms?

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This is what your cleaning checklist looks like in the app:

Please note!

The setup feature is available only on a desktop. It means you cannot set up your monitoring task instructions in our app solution.
App the best solution for your team to monitor daily tasks. Download it for your Apple iOS or Android devices and on your tablet.

Follow these easy steps to create a checklist for rooms/areas:

Log into your FoodDocs account
Go to the Setup
Click on Monitoring tasks
Click on ADD TASK

Give a name to your cleaning checklist (for example - Cleaning checklist: Rooms)
Relate your task to rooms and equipment to save time on sorting and completing your daily food safety-related tasks

Please note!

If you don't find suitable equipment, read How to set up/add new equipment to your account
If you don't find suitable rooms, read How to set up/ add new rooms to your account.

Select the Checklist option (Form/Checklist)
Select the rooms from the list (selected rooms will be assigned to this checklist)

When ticking on Same tasks for all means the same tasks for all selected rooms

Input the task description in the field ADD TASK
Select Task frequency in the drop-down list

Please note:

If you don't find a suitable frequency from the dropdown, choose 'Custom frequency.' Read here how to set it up
For unregular tasks that you register once in a while, choose 'Not specified.' They will be marked grey in your app.

Select the executor (the team who is responsible for this task)

Please note! If you don't find a suitable role from the dropdown, read How to create new team roles.

Click on ADD TASK to add another task (you can create as many tasks as you need)
Click on PREVIEW to see how it looks on the app
Once all tasks are added, click on SAVE
Inform your team so they can start monitoring the task

You can always come back to your checklist and apply any changes or add more tasks.

Areas to consider in creating a cleaning checklist for:

Floors, walls, ceiling
Windows and doors
Storage areas
Waste areas and drains
Customer and staff toilets
Bar area

Something we haven't covered?

Feel free to reach out via Live chat button or email to info@fooddocs.com