Fixed monthly/annual planning

For business entities that do not have explicit activity numbers on the periodic work, it makes sense to have the distribution of the activities over the year created automatically. Otherwise, too many periodic works can occur in one day, because the algorithm cannot include additional work (missing activity number).

Activation

Activation can be done by our Soobr support team. When activating, it is necessary to decide whether the plan will start from the next month or from today. We recommend the activation to the start of the next month.

Overview

In the cleaning tour planning, the next calculated cleaning date is displayed for each area for which a monthly and/or annual cleaning is planned.

By selecting one or more entries, the next cleaning date can be overwritten. This can be used e.g. for fixed cleanings on a certain day.

Details - Edit the execution date

Via the ...-menu the detail view can be called. The cleaning frequency, the service type and the cleaning data for the next 2 years are displayed here.

To change an execution date, click the pencil icon.

If there are different frequencies on the surface, all frequencies are displayed with the execution dates.

If you overwrite a highest frequency, the date of execution can be freely selected.

If a date has been overwritten manually, this is indicated by the info symbol:

However, if a lower frequency is overwritten, a selection of possible data is obtained which can be selected for cleaning. These are the cleaning data of the highest frequency.

Clicking Save will apply the change to the execution date.

Important information

• If there are frequencies in a category that are higher than 3 times per month, this category is not taken into account for monthly planning.
• If a cleaning is completed, it will no longer be displayed in this overview.
• A fixed cleaning is only scheduled when the highest frequency is due.
• Cleaning categories that have a service with a higher frequency than 3x per month will not be considered for fixed scheduling.
• If necessary, it can be specified for a category that the category may appear independently.
• The data are always visible 2 years in the future. If a service is completed, the future data is generated 1x per week.
• Day restrictions are taken into account in the date calculation.
• If a date is overwritten and then the frequency is adjusted (e.g. 1x per month to 3x per year), overwritten data will be deleted, since a new distribution may have to be performed.
• When creating the fixed cleaning, the last execution is not taken into account. Thus, by chance, in the case of surfaces in the first month, cleaning can occur very shortly after the last cleaning. Unfortunately, we cannot take this into account in the distribution, otherwise we will not be able to perform the optimal distribution.
• The distribution is done per floor and frequency.
• If a scheduled cleaning is not carried out, it will be carried out on the next possible date. If this is not wanted, Customer Support can deactivate it for you.