Creating a Checklist for a Work Order
- In the Janitorial Manager portal, Navigate to Work Management > Manage Work Orders and click the edit pencil next to a Work Order.
- In the Checklist tab, add a Name and Description for your checklist. Checklists can be either shared between multiple employees or individual where each employee would have their own copy of the checklist to complete. Click Save, and it will be displayed below.
- If you'd like to make a clone of an existing checklist instead of creating a new one from scratch, choose "Use Existing Checklist" and choose the checklist from the dropdown. Any checklists from the same location will be available to clone.
- Click “Tasks” next to the new checklist, then "Add New" to add the tasks to be completed. You can add tasks either in bulk, or one at a time. Each task can be either mandatory or optional for the employee completing the checklist. A checklist cannot be completed until all mandatory tasks are marked complete.
Click here for information on completing work order checklists on JM Connect