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Building templates and the area library

For
Facility managers
Where
Web app
Time to read
5 minutes

If you clean several similar buildings, you should not have to build each checklist from nothing. KleanProof gives you two ways to reuse your work:

A template is a whole-building setup, with every area, task, repeat schedule and general check. The area library holds single areas with their tasks, such as a Washroom or a Parkade, ready to drop into any site or template.

Step by step

1Find your templates

Click Templates in the left-hand menu. Your templates are the ones your team has made. Sample templates come with KleanProof for common building types, such as a car dealership, a church or a condo's common areas. Sample templates are read-only, and using one gives you your own copy to change.

Templates page with six of the team's own templates, each with Edit and Apply to site buttons, and Sample templates below with Car Dealership, Church and Condo Common Area
Templates page with six of the team's own templates, each with Edit and Apply to site buttons, and Sample templates below with Car Dealership, Church and Condo Common Area

2Save a site as a template

The quickest way to make a template is from a site you have already set up well. Open the site's Inspection layout and click Save as template at the top right. Give it a name that describes the kind of building, such as High-rise residential, and click Save template.

It copies the site's full setup: areas, tasks, repeat schedules and general checks. Later changes to the site do not change the template, and the other way round.

Save as template window explaining it saves the site's areas, tasks, schedules and general checks, with the template name High-rise residential and a Save template button
Save as template window explaining it saves the site's areas, tasks, schedules and general checks, with the template name High-rise residential and a Save template button

3Or build one from scratch

Click New template on the Templates page to start with an empty one. You build it the same way as a site's checklist, with areas from the library, your own tasks, stars on must-check items and repeat schedules. Building a site's checklist covers each tool.

A template has its own General checks list at the top. When the template is used on a site, these are added on top of your workspace's default general checks.

Northside Towers template with 23 areas and 127 tasks, its General checks list such as staff in proper uniform and SDS sheets present, and the Reorder Areas panel beside the Entrance and Lobby tasks
Northside Towers template with 23 areas and 127 tasks, its General checks list such as staff in proper uniform and SDS sheets present, and the Reorder Areas panel beside the Entrance and Lobby tasks

4Apply a template to a site

Click Apply to site on a template, choose the site and click Apply to site again. On a new site with no layout yet, you can also click Start from a building template on the layout page.

Applying a template replaces the site's current checklist with a fresh copy. The old checklist is kept in the site's history as a previous version, and past inspections keep the tasks they were rated on.

Apply Northside Towers template to a site window, warning that it replaces the site's current inspection layout and keeps the old one in history, with a Choose a site menu
Apply Northside Towers template to a site window, warning that it replaces the site's current inspection layout and keeps the old one in history, with a Choose a site menu

The area library

Click Area library in the left-hand menu. It holds areas you can reuse anywhere, each with its standard list of tasks.

  • Sample areas ship with KleanProof, such as Entrance and Lobby, Reception Area and Elevators. They are read-only. Click Copy to get your own version to change.
  • Your custom areas are the ones your team made. Click New custom area to create one for a space the samples do not cover, such as a server room or a pet suite.

Custom areas show at the top of the library whenever you add areas to a site or a template.

Area library page with Default general checks and New custom area buttons, an empty Your custom areas section, and Sample areas such as Entrance and Lobby, Reception Area and Elevators with a Copy button each
Area library page with Default general checks and New custom area buttons, an empty Your custom areas section, and Sample areas such as Entrance and Lobby, Reception Area and Elevators with a Copy button each

Default general checks

Default general checks at the top of the area library sets the site-wide checks every new site starts with, such as staff in proper uniform or no banned chemicals on site. Changing them affects sites you create afterwards. Existing sites keep their own copies.

Common questions

If I edit a template, do the sites that used it change?
No. A site gets its own copy of the template when it is applied. To push the new version to a site, apply the template to that site again.
If I edit a library area, do sites that use it change?
No. Adding an area to a site copies it, so each site's tasks can be tuned to that building without touching the library.
Can I undo applying a template?
The previous checklist is kept in the site's history, and nothing from past inspections is lost. If you applied the wrong template, apply the right one, or rebuild the areas you need on the layout page.
How many templates should we have?
One for each kind of building you clean often is a good start, such as office, high-rise residential, retail and medical. Keep the names clear so a supervisor setting up a new site picks the right one.

More help

Building a site's checklistBuild the checklist inspectors walk at a site: areas, tasks, must-check stars and how often each task comes up.Importing a cleaning schedule with AIUpload a cleaning schedule or scope of work and let AI draft the site's checklist for you to review and save.Adding a customer and a siteAdd a company you clean for and their buildings, with contacts, address, schedule and the team for each site.Setting up your workspaceCreate your account, name your workspace, add your logo, start the free trial and pick the features your team uses.