Scheduling Quality Checks

Scheduling Quality Checks

Quality Checks can be created as one-time or recurring events.

Scheduling Quality Checks
Recurring Quality Checks
Editing Quality Checks

Scheduling Quality Checks

Quality checks can be scheduled from the web portal or JM Connect.

1. Go to Inspections > Manage Quality Checks.
2. Click + Add Quality Check.
3. Fill in the information. Required fields are indicated with an asterisk (*).
   • Scheduled Quality Check Date* - The date that the Quality Check is scheduled to be completed.
   • Customer & Location* - The site of the Quality Check.
   • On Demand - If enabled, inspectors can select which areas they will inspect once they begin the Quality Check.

   • Client Area - The area(s) that will receive the Quality Check. If no areas are selected, all Client Areas for the chosen location will be selected as a default. Client Areas determine the checklist associated with the Quality Check.

     Areas must be created for a location before they can be selected in the dropdown.  Click here to learn more about creating Areas.
   • Inspection Type* - General or open.
   • Inspector* - The employee conducting the Quality Check.  Employees must be marked as Trained on a location to be added as the Inspector.
   • Rating Scale* - The scale that the inspector will use to grade the Quality Check.
   • Scoring Scale* - The scale used to calculate the overall score for the Quality Check. If the Scoring Scale has a Follow-up fail action, the fields below will become optional.
     • Service Level Agreement - If selected, any follow-up work orders will have this SLA attached.
     • SLA Recipient(s) - If the SLA is violated, these recipients will receive an email alert.  Multiple addresses can be added (comma-separated).
     • Job Class - The work order will be open for any user with the selected Job Class.
     • Employee - The work order will be assigned to the selected employee.
4. Click Save to add the Quality Check.

Recurring Quality Checks

Recurring quality checks can be used to schedule any repeating inspections.

1. Go to Inspections > Manage Quality Checks.
2. Open the Recurring subtab.
3. Click + Add Recurring Quality Check.
4. Add the required information.
5. Choose monthly or weekly and fill in the information.
6. Click Save to generate the recurring Quality Check.

The recurring module runs nightly at 1 AM (EST). The first quality check in the series is created immediately.

• 45 days of weekly recurring QCs are generated after the Start Date.
• 60 days of monthly recurring QCs are generated after the Start Date.

Monthly Quality Checks

Selecting Monthly allows Quality Checks to be generated monthly.

• Choose the monthly recurrence.  'Recur every 1 month' will create a Quality Check every month, 'Recur every 6 months' will be twice a year, and so on.
• The Start Date will be the date of the first occurrence.  The Quality Check will generate on that date each month it is set to occur.
• End Date is the last instance of the recurring Quality Check.  The Quality Check will no longer generate after this date.
• If No End Date is selected, the Quality Check will generate indefinitely until the Recurring Quality Check has been deleted.

Weekly Quality Checks

Selecting Weekly allows Quality Checks to be generated weekly.

• Choose the weekly occurrence. 'Recur ever 1 week' will create Quality Checks every week, 'Recur every 2 weeks' will be biweekly, and so on.
• Choose the day(s) of the week the Quality Check will occur.
• The Start Date will be the date of the first occurrence. 
• End Date is the last instance of the recurring Quality Check.  The Quality Check will no longer generate after this date.
• If No End Date is selected, the Quality Check will generate indefinitely until the Recurring Quality Check has been deleted.

Editing Quality Checks

Editing Individual Quality Checks

1. Navigate to Inspections > Manage Quality Checks.
2. Select the Edit Pencil in the Actions column for the desired Quality Check.
3. Edit the information, then select Save to confirm.

Editing Recurring Quality Checks

1. Navigate to Inspections > Manage Quality Checks.
2. Selecting the Recurring subtab.
3. Select the Edit Pencil for the desired recurring Quality Check.
4. Edit the information then select Save.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.