Editing an Existing Form
Customize your forms to fit the requirements of your business by editing and adding to them as necessary
A common example of this would be altering the Safe Food Pro Cleaning forms. We have provided a template version with examples of cleaning tasks, but now you'll need to alter this form to suit your business's cleaning needs.
Edit Existing Form
- Log in to the Web Console.
- Go to Forms
- Click on the Pencil Icon to edit
- You are then able to edit the scheduling and questions within a form.
- Save & Done!
To add a New Question
- Click on the 'Question' icon.
- Type in your question.
- Add a prompt e.g. Task complete or done?
- Change the answer type.
- If you want to make your question compulsory make sure the "Required" is displayed as a green button.
To Copy a Question
- Expand the question by clicking the drop-down button, which looks like a 'v'.
- Click on the 'Duplicate this question' icon next to the bin icon.
- A copy of the question is inserted below the current question.
- Make changes to the text.