What Are They?
Rating templates are used with Job Templates. They are what
allow you to rate how well any given service has been performed and lets you
know where improvements are needed. Custom Rating Templates then are rating
templates that you create to more closely fit your needs and the needs of your
Let’s Get Started
First click on the Admin link in the menu then click
on Custom Rating Templates in the Job Configuration section.
From this page you can either click on the name of a rating
template from the search results to look at it or on New Custom Rating
Template just above the results box to create a new template.
New Custom Rating Template
From this page we are able to set a name for the template,
add a description, set the template as the default for future job templates,
and delineate the various ratings available to choose from.
When creating a rating you specify a name, a label which is
a 1 or 2 character abbreviation, the percent representing how well a service
was completed, a color that will show up for the rating in an inspection,
whether or not the rating will make the service deficient, and a selector to
chose which rating is the default rating if a service is left un-rated.
When you click Add Another Rating a new rating option
is created at the bottom of the list. To reorder the list, simply drag and drop
the new rating to the order you want it to be in when your employees are
performing their inspections.
Once you have it all set up, click Save at the top or
bottom of the screen and then click Back at the top of the screen to
take you back to the Custom Rating Template search results page.
Assigning a Custom Rating Template
Once you have a custom rating template, you can assign it to
an individual service or an entire job template. To review how this is done,
please see the article Editing a Job Template
Editing a Job Template
Job Templates can be edited in two different ways. You can edit services one-by-one or by using the Mass Edit tool. Just remember that as you edit a Job Template, it will affect all locations the job template is assigned to. Elements being added to a ...
Custom Question Templates Overview
Video Transcript Custom Questions can be used in many parts of the software. Inspections, work orders, and surveys just to start. In this video, we’ll briefly discuss how to set up custom questions. To start, we’ll go to the Admin tab and click ...
Importing Job Templates
Video Transcript Job templates are essential for completing inspections, but when you have a unique job template for each location, you’ll want to get them in quickly and easily. In this video, I’ll show you how to do that by using the Import ...
Assigning or Unassigning a Job Template
Job Templates are needed to perform inspections. After creating or loading your Job Template, the final step is to assign it to a Service Location. Assigning Job Templates Assigning a Job Template from the Job Template List From the Admin page, click ...
Create a Job Template
Video Transcript In this video we’ll be going over how to manually load and create a job template in CleanTelligent. To begin, go to the Admin tab. In the first section, select Job Templates; then click New Job Template to the right. This screen ...