Using Ad Hoc Forms
Access forms like Staff Training, Maintenance, Troubleshooting, and more from your Ad Hoc forms
In this Article
Ad hoc forms are a list of your forms that aren't scheduled. These are forms that can be accessed at any time of day and can be completed multiple times throughout the day. Ad Hoc forms act as a form library that you can access when you need to.
Using Ad Hoc Forms
To complete an Ad Hoc form:
- Click the Green Plus button in the bottom right corner
- Scroll down until you find the form you need or you can sort by category
- Click on the form to start completing it
- Answer the questions in the form
- SAVE and sign off as normal
Favourite & Filter Ad Hoc Forms
Want to find your forms a bit quicker? You can either, filter the forms by category or favourite the form so it is pinned to the top of the Ad Hoc list.
- Simply click the 'Star' Icon next to your favourite Ad Hoc Forms to favourite them. They will appear at the top under 'Favourite'. Favouriting forms is done per device, so each device can set it's own favourite Ad Hoc forms
- Click All to filter the list by form category
