Scheduling a Form

You may want your staff to complete some forms at a certain time of day, repeat a form several times in a day or ensure it is completed in a certain month.

In this Article

• How to schedule forms
• Scheduling Options
• Schedule time for Daily Form
• Turning off a Form Completely

How to schedule forms

1. Log in to the Web Console 
2. Go to Forms
3. Click on the Pencil icon to edit
4. Go to Form Schedule and click the drop-down 
5. Select from one of the options - None, Daily, Weekly & Monthly

Scheduling Options

When scheduling a form several options are available:

1. None - Default

   The default scheduling setting, this form will not appear on any of the tabs on the Diary and will only be accessible through an ad hoc form (clicking on the orange plus in the bottom right-hand corner).

2. Daily - The form is to be completed at least once a day

   This option schedules the form so that it appears on the Diary each day (On the "Today" tab). When you select this scheduling you can change the time(s) at which this form is required to be done by, and the days of the week that it appears.
   The times are changed via a selection of three drop-down arrows. Use this to configure the time that you want, then hit the grey plus. You can do this as many times as you would like.
   The days of the week are easy to change; just select or deselect.

3. Weekly

   This option schedules your form to once a week, and it can be completed on any day of that week. It will appear on the "This Week" tab on the Diary.

4. Monthly

   Schedule your form monthly, complete it anytime within the month, and find it under 'This Month' in the Diary. Customize by choosing specific months; all are selected by default.  Monthly scheduled form reminders can now be set 1, 2 or 3 days before the form is due.

Schedule time for a Daily Form 

1. Ensure that 'Daily - Form is to be completed at least once a day' is selected.
2. To schedule a form at a certain time of day, alter the time displayed from '12:00 p.m.' (default) to the time you would like the form to be completed.
3. Click on the grey plus sign and the time will be displayed in the area below. You may schedule the form for another time of day by repeating this process e.g. you may want to have the bathroom checked every 2 hours during your opening times.

    

4. If you do not open on a Monday or you want to repeat a form only on two days of the week then remove ticks from the other days of the week. The form will only be displayed on the Diary page of the Safe Food Pro mobile application on the days you select.
5. You can also choose to repeat a form monthly or select specific months when you want a form to appear. This is useful for the calibration of thermometers, setting a twice-yearly premises audit or if you have a seasonal business. 

Turning off a Form Completely

All forms have a toggle below them "This form can also be accessed from the list of 'ad hoc' forms." which is on by default. When this option is on, the form can be selected as an Ad Hoc form from the Green Plus at the bottom of the Diary. Selecting a scheduling option turns this off.

Forms that have been turned off will be hidden from your list of forms. To show these forms when looking at the list, click 'Show Unused Forms':

Note: If a form is not scheduled and you have disabled the Ad Hoc option, the form will not be accessible from the mobile. This will be denoted by a red warning triangle next to the form in the form list.

Summary:

• Scheduling a form brings up the form to complete on the mobile Diary.
• You can schedule a form by clicking 'edit' on the form you want to schedule and selecting a schedule option.
• There are options for daily, weekly, monthly or yearly.
• With daily scheduling, you can select which days of the week and at what times on those days.