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    Home Paris HR Service Delivery HR Service Delivery Safe Workplace suite Workplace Safety Management Managing workplace tasks

    Managing workplace tasks

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    Managing workplace tasks

    Using workplace tasks in Workplace Safety Management, workplace managers can monitor workplace activities that are created and scheduled in the workplace for each shift. They can also schedule planned or on-demand maintenance tasks and generate reports to track the progress of these activities.

    Workplace task creation

    You can create workplace tasks in the Workplace Safety Management application for various situations.
    Automatically created pre-cleaning and post-cleaning tasks

    Workplace managers can create shifts and associate employees and spaces to the shift. After workspaces are assigned to a shift and the shift's state is set to Ready, the system automatically creates pre-cleaning and post-cleaning tasks for that shift. These tasks are generated using the respective templates available with the application.

    Note: If a shift doesn't have a space associated to it, pre-cleaning and post-cleaning tasks are not auto-generated for it.
    Planned tasks

    Tasks for recurring planned activities that are independent of shifts.

    Ad hoc tasks

    Ad hoc tasks when on-demand cleaning is required.

    Task assignment

    Assignments for tasks depend on the task type:
    • Pre-cleaning and post-cleaning tasks are automatically assigned based on their templates.
    • Planned tasks are automatically assigned based on the planned task definition that is used to generate these tasks.
    • Ad hoc tasks can be assigned manually by workplace managers when they create these tasks.

    Signature of completion

    For audit and compliance of workplace activities, workplace managers can electronically sign the completed workplace tasks. This action generates a PDF of the signed form and attaches it to the task.

    • Configure a workplace task template

      Configure templates in Workplace Safety Management that can be used to create workplace tasks. You can either modify predefined workplace task templates or create your own templates and associate them with workplace tasks.

    • Create a workplace task checklist

      You can create a unique checklist for each workplace task template in Workplace Safety Management. You can also quickly create a checklist from an existing checklist template.

    • Configure a workplace task signing template

      Configure a signing template that you want to make available for signing the completed Workplace Safety Management workplace tasks. You can configure the default signing template available with the application or create a new template.

    • Create planned task definitions

      Create planned task definitions in Workplace Safety Management to help workplace managers easily generate tasks that are often repeated and independent of shifts such as cleaning coffee vending machines or cleaning floors. You can quickly specify the task details and the frequency at which the task is to be performed.

    • Generate planned workplace tasks

      Using planned task definitions in Workplace Safety Management to create planned tasks independent of shifts for recurring activities. For example, you can generate tasks for a selected number of days for cleaning all floors and buildings at midnight every day.

    • Create an ad hoc workplace task

      Create an ad hoc task in Workplace Safety Management for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.

    • Sign a completed workplace task

      As the workplace manager for a space, sign the workplace tasks Workplace Safety Management for complete and closed activities. Signing a task generates a PDF document for the workplace activity, which is useful for compliance procedures.

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    Release version
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      Managing workplace tasks

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Managing workplace tasks

      Using workplace tasks in Workplace Safety Management, workplace managers can monitor workplace activities that are created and scheduled in the workplace for each shift. They can also schedule planned or on-demand maintenance tasks and generate reports to track the progress of these activities.

      Workplace task creation

      You can create workplace tasks in the Workplace Safety Management application for various situations.
      Automatically created pre-cleaning and post-cleaning tasks

      Workplace managers can create shifts and associate employees and spaces to the shift. After workspaces are assigned to a shift and the shift's state is set to Ready, the system automatically creates pre-cleaning and post-cleaning tasks for that shift. These tasks are generated using the respective templates available with the application.

      Note: If a shift doesn't have a space associated to it, pre-cleaning and post-cleaning tasks are not auto-generated for it.
      Planned tasks

      Tasks for recurring planned activities that are independent of shifts.

      Ad hoc tasks

      Ad hoc tasks when on-demand cleaning is required.

      Task assignment

      Assignments for tasks depend on the task type:
      • Pre-cleaning and post-cleaning tasks are automatically assigned based on their templates.
      • Planned tasks are automatically assigned based on the planned task definition that is used to generate these tasks.
      • Ad hoc tasks can be assigned manually by workplace managers when they create these tasks.

      Signature of completion

      For audit and compliance of workplace activities, workplace managers can electronically sign the completed workplace tasks. This action generates a PDF of the signed form and attaches it to the task.

      • Configure a workplace task template

        Configure templates in Workplace Safety Management that can be used to create workplace tasks. You can either modify predefined workplace task templates or create your own templates and associate them with workplace tasks.

      • Create a workplace task checklist

        You can create a unique checklist for each workplace task template in Workplace Safety Management. You can also quickly create a checklist from an existing checklist template.

      • Configure a workplace task signing template

        Configure a signing template that you want to make available for signing the completed Workplace Safety Management workplace tasks. You can configure the default signing template available with the application or create a new template.

      • Create planned task definitions

        Create planned task definitions in Workplace Safety Management to help workplace managers easily generate tasks that are often repeated and independent of shifts such as cleaning coffee vending machines or cleaning floors. You can quickly specify the task details and the frequency at which the task is to be performed.

      • Generate planned workplace tasks

        Using planned task definitions in Workplace Safety Management to create planned tasks independent of shifts for recurring activities. For example, you can generate tasks for a selected number of days for cleaning all floors and buildings at midnight every day.

      • Create an ad hoc workplace task

        Create an ad hoc task in Workplace Safety Management for unplanned activities. For example, if you notice that something isn't clean in an area or want the area to be cleaned again, you can create an ad hoc workplace task to get the cleaning done immediately.

      • Sign a completed workplace task

        As the workplace manager for a space, sign the workplace tasks Workplace Safety Management for complete and closed activities. Signing a task generates a PDF document for the workplace activity, which is useful for compliance procedures.

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