Track Inspections for Employees with Lists

You can have your inspectors note which employee was responsible for cleaning or maintaining a particular area. (This could be the person who most recently cleaned an area, the supervisor in charge of an area, etc.)

To set up a list of employees:

1. Open the Setup tab, then click "Ratings" in the left-hand sidebar.
2. Create a new rating. Click the "+ New Rating" button in the upper right-hand corner, then choose "List" from the drop-down menu.
3. Set up the list. Name your list appropriately: “Employee Names,” “Night Shift Cleaners,” etc. Then, decide if your inspectors should be able to choose one or multiple names.
4. Add employee names. For each line on the form, add the name of an employee. You may also want to include an “Other” category in case the inspector does not know which employee is responsible for the area, or if there is a new hire who has not been added to the list yet.
5. Alphabetize if desired. Check this box under "Sort Options" if you want the name list to be automatically alphabetized.
6. Add the list to your forms. Go to the Setup tab, choose “Inspection Forms” from the left-hand sidebar, and click the form you want to edit. Click the button to add a line item and give it a name (for example, “Employee Responsible for Area.”) Then, choose the list you just created from the drop-down menu with ratings choices.
7. That’s it! Your inspectors will now be able to note which employee was responsible for the area or service being inspected.

How to View Employee Dashboards and Reports