Property stocktake: a switch on the job, a line in the checklist, or the Linen settings
A property's stocktake is done during a cleaning, an inspection or a delivery: you switch it on with one click on the job, you put it in a checklist, or you let Linen plan it. Job departments have the same order and the same colour everywhere.
Counting a property's linen and consumables is not a job of its own: it is something done during a job. There are three ways to ask for it, and always a single stocktake per property per day.
Three ways to switch on the stocktake
- On the job: the sheet of a cleaning or an inspection, and the delivery panel, have a “Property stocktake” switch. One click switches it on, one click switches it off, and it is saved straight away. The sheet then says who switched it on, and how far the count has got.
- In a checklist: the “Stocktake” line type is offered again, one line per checklist. Every job that uses the checklist carries the stocktake.
- From Linen › Settings › “Stocktake settings” (the former “Counting” tab): on the planned day, the stocktake switches on in the job of the person chosen. No job is created.
- Switch it off for one job only: a stocktake that comes from the checklist or from the settings can be switched off for a job, after confirmation. The checklist and the settings do not change. A stocktake that has already been counted cannot be switched off.
- Wherever the job is shown: a small clipboard on the calendar card, and a “Stocktake” badge on the dashboard and in the task list, next to “Linen preparation”.
Departments, the same everywhere
Cleaning, Inspection, Maintenance, Delivery: the same order and the same colour across the software, with a coloured dot before the department name on every calendar card. In the “By property” calendar, the delivery has its own card: stop time, place in the route, driver. A click opens the delivery panel.
“Linen preparation” keeps its name on the dashboard, in the task list and in the PDF summary. Counts already done do not change. If your checklists had a “Stocktake” line before 12 November, it is not put back automatically: add it where you want it.