Path: Transactions > Custodial > Custodial Route
The Custodial Route window is used to create a Custodial Route for Routine and Project Tasks. A Custodial Route is like a schedule in WebTMA. You can print a Summary or Detail Route and give the printout to the assigned custodian or crew to use as a work sheet. Note that crews are used if your organization uses team cleaning.
The required fields on the Identity Tab are a Description of the Route, an identification Code, and the Route Supervisor Name; however, you can establish other requirements, such as Shift.
The Square Footage field shows the total number of square feet in all Areas in the Route.
Add additional information to the free text field in the Detail Section .
The Routine and Project Tabs are used to choose the locations for the Route. The Tasks associated with the locations display in a second tier when you click the line arrow. The PMs Tab is used to establish PMs for Projects listed on the Project Tab.
For a summary of hours assigned by day, click the Hours link on the Action Menu.
How to Create a Custodial Route
To create a Route for a custodian from the Custodial Route window:
- Click Add on the WebTMA toolbar.
- Complete the required and elective fields.
- Click the Routine (or Project) Tab.
- Click the Add Area link at the top of the grid. Note: If you enter a Facility on the Area Selection flyout that opens, WebTMA filters the Buildings list to reflect only the Buildings linked to the selected Facility.
- Check the desired rooms on the Area Selection flyout grid.
- Click the Add Selected button.
- Click Save on the WebTMA toolbar.
An Area can be used in the same assignment only once; however, a room can belong to as many different assignments as you feel necessary.
When you select an Area for the Route, the Area Selection flyout displays a Route Count column. Look to this column to see the number of Routes that include the given area.
Routine Tab
Click the Routine Tab to add or review the list of locations and Tasks for the Routine Tasks Route.
In Add or Edit mode, you have the option to right-click links to the Loc ID or Template to open these records in a new window and review related data.
In Edit mode, you can reassign the sequence # for a row. Type a different number in the # field and click Save on the WebTMA toolbar. The system automatically changes the sort numbers. For example, if you changed number 3 to 2 (thus showing two 2's), the rows are rearranged and renumbered when the window refreshes after Save. If you make several changes at one time that result in a tie, the Loc ID is used as the tie breaker.
The parent rows in the grid show the identifying information for a location as well as the number of minutes spent daily performing the Tasks for the given Area and a weekly total. In View or Edit mode, click the line arrow on a row to display the second tier with all the Tasks associated with the location.
Columns at the far right show the square footage of the Area and colored Task indicators. The icons indicate the following:
- A red icon indicates a Task does not satisfy the amount of cleanings set forth by the Custodial Template.
- A green icon indicates a Task satisfies the amount of cleanings set forth by the Custodial Template.
- A yellow icon indicates that a Task more than satisfies the amount of cleanings set forth by the Custodial Template.
Project Tab
The Project Tab is similar to the Routine Tab. The difference is that the locations and Tasks listed here are not performed on a weekly basis. These are Tasks that are generally performed once or twice a year. The Custodial Template / Identity Tab includes a Project Tasks Section for these types of Tasks.
Adding Routes to the Project Tab follows the same steps as adding routes to the Routine Tab.
PMs Tab
On the PM Tab, a preventive maintenance schedule can be assigned to Project Tasks.
The CD Task Description column displays the Task Description from the Custodial Template.
The Task Description column shows the contents of the Description field from Organization > Task > Records / Identity Tab.
A standard WebTMA Task must be associated with the newly created PM schedule line. There are no meter-based Custodial PMs.
Other than these exceptions, the PMs Tab follows the same rules as other PMs.
If a Custodial Route is inactivated, all PMs associated with the Route are inactivated as well.
Want to Know More?
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