The problem
A strata cleaner running 12 buildings on weekly schedules has to apply the same scope template 624 times a year. That's the kind of repetitive work that operators stop doing — and then audit evidence falls behind.
The fix
Set a default scope template once per recurring schedule. Every spawned job materialises the template's items automatically.
Step 1 — Pick a template
From Dashboard → Recurring Jobs, find the schedule you want to configure. Click the green Scope link in the Actions column.
You'll land on a focused settings page showing:
- The schedule's context (title, customer, frequency)
- A list of available templates (system + your tenant templates)
- The current selection highlighted with an emerald ring + Current badge
Step 2 — Tap a template to set as default
Tap any template card. The selection saves immediately. From now on, every job spawned from this schedule will:
- Be created normally (job number, scheduled date, site address, etc.)
- Have the template's items copied into
cleaning_job_scope_itemsautomatically - Carry the
source_template_idfor audit trail
Step 3 — Verify the dashboard
The Recurring Jobs listing now shows a Scope Template column. Each schedule with a default template shows the template name as an emerald chip. Schedules without one show a "None — set" link.
If any schedules don't have a template set, the cleaning dashboard surfaces a nudge tile at the top: "Wire up scope templates on N recurring schedules".
Step 4 — Generate the audit trail
Over a 12-month contract cycle, your spawned jobs accumulate scope evidence. At AGM time (strata) or accreditation cycle (medical), generate the per-job PDF or use the proof-of-service workflow to bundle the evidence.
Caveats
- Each spawned job carries its own independent scope items — editing the template later doesn't propagate to historical jobs.
- If the source template is deleted, spawned jobs keep their items (the FK is set to NULL on delete).
- Items are only materialised on spawn — applying a template after the fact is a manual step from the job's scope page.