Cleaning & Facilities - silent guided screenshots - 0.4.0

The useful outcome
Let's follow one task in Cleaning & Facilities. A fictional site needs a scheduled cleaning job under an existing contract. Check the assigned person and time interval, start the job, and follow the recorded completion and inspection outcome before preparing its invoice. This lesson uses fictional records. Keep the same references throughout so you can connect the starting information, important action and final result.

Prepare the linked records
Check the workspace and selected system first. Prepare the required starting information in Service contracts. Use New record, complete the relevant fields and save. Read any validation message before continuing. Open the saved references to confirm that they identify the intended records in this workspace, rather than a similar example.

Create and review
Open Cleaning jobs and create the operational record. Its inputs include Contract, Assigned To, Starts At, Ends At, Checklist. Check each linked reference and any dates, quantities or amounts before saving. Open the record detail after saving. Where a total is calculated, inspect the inputs that produced it instead of assuming an entered note changes that value.

Complete the important action
The configured action starts from scheduled. When the record is eligible, choose start. The configured destination is in progress. Inspect the saved state and workflow history, then compare any related quantity, balance or availability with the starting record. A validation message needs its cause corrected before another permitted attempt; avoid repeating an action while the page is responding.

Follow the connected improvement
After completion, review the cleaning checklist and record the authorised inspection outcome. Create the invoice only for an accepted job and inspect its job reference and amount. The configured workflow prevents a second posted invoice for the same job. Do not invent completion photos that were not actually captured.

Check the important boundary
Review the exact reference and current state before another action. The available button reflects this workflow and your permissions. Use a separate fictional example for a rejected or conflicting case, and inspect its message. Keep internal business records distinct from external payments, personal signatures and services that need separately configured providers.

Inspect the report and document
Open Visual reports, select the relevant system and date range, then update the report. Check that this example is included in that scope. Read the chart labels alongside the underlying records. Generate the available PDF from the saved record and inspect its reference, dates and outcome before sharing it. Keep private documents within their authorised audience.

Practise the same path
Try this task with another fictional example. Check the saved cleaning jobs record, the connected cleaning jobs outcome and the relevant report. Confirm the available workflow matches your organisation's requirements before using live information.