Sanitary Inspection Tasks
PLEASE NOTE: This article provides examples for adding recommended sanitary measures to Inspection Task Templates in CiiRUS. This process presumes knowledge and implementation of the new CiiRUS Task Manager module. If new to CiiRUS Task Manager, review the full product documentation and user manual here before attempting to follow these instructions in the CiiRUS account. This article also assumes competence in navigating the CiiRUS One user interface and working with the table structure to add and edit data. If unconfident with this, view the full CiiRUS One User Guide or contact the CiiRUS Help Center.
The previous module explored how to include sanitary best-practices in Housekeeping Task Templates. As an additional layer or as an alternative, management companies may choose to add a dedicated sanitary inspection to each departure. The sanitary inspection could perhaps be assigned to the cleaner, so that they have a dedicated Task for the standard housekeeping, and a whole separate Task for the sanitary practices. Alternately, the Inspection could be a layer on the top of the sanitary clean, where a third-party, or somebody from back-office follows up the cleaner with a double-check on the sanitary measures, or re-does them entirely.
In any case, the Inspection Task is not a requirement element of these best practises, however, it will be covered in here as fuel for creative Task Management ideas, or in the event that this method is a good fit for the reader's property management company.
Below is a snippet of an example Inspection template, which could be deployed as a supplement to the clean where sanitation measures we already applied, or as a replacement. This will be added as a Default Template, so the management company can actually copy this very template into their own accounts. If unsure how to copy Default Templates into the account, see this guide.
In order to use the inspections module, first ensure that Inspection Statuses and Inspection Types are configured.
Inspection Types & Inspection Statuses are configured under Account Settings > User Account > Settings Assistant > Inspection Settings.
- The Inspection Status is what will be updated to say "Complete" once the inspector has completed the task on-site. Generally, a standard set of statuses can be as limited as "Pending", "In Progress", and "Complete".
- The Inspection Type is just a very basic way of organizing Inspections. Most management companies just have "Departure Inspection", "Post-Maintenance Inspection" or one or two others. Feel free to get creative, but don't overthink it.
If Inspection Statuses and Inspection Types are configured, Inspections can be scheduled manually from the Total Booking Summary (TBS) or added automatically on a departure-basis. Decide whether or not each departure should have its own inspection automatically applied, in the same way as cleans are automatically added for each departure.
To manually add an inspection to a reservation from the TBS:
- Select the Inspections tab.
- Press the "+" Add button.
- Specify the criteria for the inspection, most importantly the date, inspector, and Template.
- Click "Save".
As a quicker alternative to adding them manually, Departure Inspections can be added and assigned to the home's default inspector automatically under Owners & Homes > Properties > Quick Setup.
To configure automated scheduling of Departure Inspections:
- Open the "Filters" dropdown.
- Enable "General" and "Task Manager Templates"
- Click "Apply".
- Specify the "Default Inspector" for each home. This is the contact who will be automatically assigned the departure inspections that are automatically added.
- Specify the "Scheduled Inspection Type for New Booking". This will be one of the aforementioned Inspection Statuses, usually "Departure Inspection".
- Under the "Task Manager Default Templates" column group, specify the default Task Template to be used for Inspection.
NOTE: If no Inspectors appear under the "Default Inspector" column, go to Management Company > CRM > Contacts, and ensure the desired contact is enabled as an Inspector.
Similar to the cleans, inspections can be managed at large using the Inspections Schedule. Open the inspections schedule found under Management Company > Inspections to edit, reschedule, reassign, and apply different templates to scheduled inspections.