Using Ad Hoc Forms

Access forms like Staff Training, Maintenance, Troubleshooting, and more from your Ad Hoc forms

In this Article

• Using Ad Hoc Forms
• Favourite & Filter Ad Hoc Forms

Using Ad Hoc Forms

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. 

To do this:

1. Log in to the App
2. Click the Green Plus button in the bottom right corner
3. Scroll down until you Find the form you need or you can sort by category
4. Click on the form to Start completing it
5. Answer the questions in the form 
6. 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. 

To do this:

1. Log in to the Mobile/tablet app
2. Click the Green Plus button in the bottom right corner
3. Search for the form that you use frequently
4. Click the 'Heart' Icon to your favourite Ad Hoc Forms. Forms can be favourited under 'Favourites' per device for Ad Hoc forms.
5. Click All to filter the list by form category