Set up Quality Check rating scales and automatic work-order fail actions in Janitorial Manager
domain: janitorialmanager.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Go to Inspections > Manage Rating Scales, click + Add Rating, and choose Number (numeric range like 1-10) or Option (labeled choices like Poor to Excellent) as the Type
Go to Inspections > Manage Scoring Scales, click + Add Scoring, and set the Type (Percentage, Sum, or Average), Threshold Score, and Scoring Curve (positive/negative) that determines pass/fail
Choose a Fail Action per scoring scale: Follow-Up (auto-creates a work order, either Per Inspection or Per Area), Alert (push notification to trained managers on JM Connect), Follow-up & Alert, or None
Under Customers > Manage Area Types, define Areas (e.g., lobby, restroom) and add Tasks under each area, tagging each task's Activity Type as Cleaning, Inspection, or Both
Schedule the Quality Check against a location/area so inspectors can complete it on JM Connect using the configured rating scale
Known gotchas
Editing a Fail Action only affects Quality Checks created after the change — it does not retroactively apply to already-scheduled QCs
Fail Actions never trigger if every area in the Quality Check was marked Skipped
If neither a Job Class nor an Employee is specified on a Follow-Up fail action, the resulting work order is created open for all users rather than assigned to someone specific
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