How to Raise a Cleaning In Place (CIP) Record
Note: Cleaning in Place Programmes must be set up first in the Cleaning module before a Cleaning in Place Record can be created. Click here to access the article on setting up a Cleaning in Place Programme
A Cleaning In Place (CIP) Record can be raised in three ways. Below are the steps that must be carried out in order to add a Cleaning In Place (CIP) Record. Expand each step below for further explanation.
Option 1: Using the 'Add Cleaning>Cleaning in Place' Buttons within the Cleaning Module
To manually add a Cleaning in Place Record in the Cleaning module, navigate to the Cleaning module via 'PRP Control>Cleaning' and click the 'Add Cleaning>Cleaning in Place’ buttons.
Image: Navigate to the Cleaning Module, and Click 'Add Cleaning>Cleaning in Place' Buttons
A pop up will appear on screen prompting you to select the Cleaning in Place Programme for which you wish to add the Cleaning in Place Record. Using the dropdown, or typing into the box, source your preferred Cleaning in Place Programme and click 'Create'.
Image: Cleaning in Place Programme Selection Pop-Up Screen
Image: Selecting the Cleaning in Place Programme for Creating a Cleaning in Place Record
Image: Clicking the 'Create' Button to generate a New Cleaning in Place Record
Once created, the Cleaning in Place Record will open on the Cleaning Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Cleaning in Place Record
Note: For further explanation on how to complete each Workflow Stages of the Cleaning in Place Record, see here.
Option 2: Using the 'Actions>Add Record' Buttons of a Specific Cleaning in Place Programme
To manually add a Cleaning in Place Record from a Cleaning in Place Programme, navigate to the Cleaning module via 'PRP Control>Cleaning', access the 'Plan’ tab and locate the Cleaning in Place Programme you wish to raise the Record from.
Image: Navigate to the Cleaning Module, Access 'Plan' Tab and Locate the Cleaning in Place Programme
Once you have access the Cleaning in Place Programme, by clicking on the Name, use the 'Action>Add Record' buttons to open a Cleaning in Place Record.
Image: Using the 'Actions>Add Record'
Once created, the Cleaning in Place Record will open on the Cleaning Record workflow stage. However, the Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Blank Cleaning in Place Record
Note: For further explanation on how to complete each Workflow Stages of the Cleaning in Place Record, see here.
Option 3: Using the 'Scheduler' Option within a Cleaning in Place Programme
If a Scheduler has been set up within a Cleaning in Place Programme, Cleaning in Place Records will be automatically generated by the system at the frequency detailed.
Note: For further explanation on how to set up the Scheduler within the Cleaning in Place Programme, see here.
Image: Cleaning in Place Programme - Scheduler Details
Cleaning in Place Records generated via a Scheduler will be placed in the 'Actions' tab of the Cleaning module and opened in the Cleaning Record workflow stage.
Image: Cleaning in Place Record Generated via a Scheduler in Actions Tab of the Cleaning Module
Image: Cleaning in Place Record Ready to be Completed (First Workflow Stage Saved - Record Created)
Note: For further explanation on how to complete each Workflow Stages of the Cleaning in Place Record, see here.
Important Note on Accessing Cleaning Records
If a Cleaning Programme requires a specific Training Programme to be completed before Users can complete the Cleaning Record, a Training Record must be completed with the Employee names noted as having attended the Training.
Only Users that are Contact Associated with Employees who have been noted as having attended the Training within a Training Record will be able to access the Cleaning Record.
Any Users that are not Contact Associated with Employees who have been noted as having attended the Training within a Training Record will not be able to access the Cleaning Record and will receive an Error on screen.
Image: Required Training Has Not Been Completed
