Set a reminder email or notification to stay on top of your Food Safety forms or set up escalations for when a form is not completed at the scheduled time
In this Article
Note: You can only set Reminders and Escalations on Scheduled Forms
Adding a Reminder to a Form
To do this:
Log in to the Admin Console (Computer Log in)
Go to Forms
Click the Pencil icon
Scroll down to the Scheduling section of the form
Click the Toggle button to turn on a reminder
For a new reminder, Click 'Create your own reminder'
Give a Name to the reminder
Enter the number of minutes you want to be reminded before the form is scheduled
Save
Adding an Escalation to a Form
Click the toggle button to turn on an escalation.
For a new escalation, click on the radio button "Create your escalation setting"
Give the escalation a name if you wish to use it in another form
Specify the number of minutes after the scheduled time to send the escalation
If you want to send an email message, add the email and press enter
You can choose to send a push notification to the tablet.
Add an action to be triggered by this escalation.
To enable repeating escalations, toggle snooze and set interval.
Adding a Reminder/Escalation to a Question
To get started:
Go to Forms
Click the Pencil icon to edit the form
Scroll down to Form Design
Click on the question you need to add a reminder/escalation to
Click the Clock icon
Click minutes after the form is started until this question is completed
Select the minutes that would suit you e.g. 30 minutes
From there you can set the Reminder and/or Escalation for that question
Adding a Reminder to a Time Answer Type
Set a timer from within your Food Safety Form using the Time Answer Type.
To do this:
Log in to Admin Console (Computer Log in)
Go to Forms
Click the Pencil icon to edit the form
Scroll down to Form Design
Add a Question
Change the Answer type to Time
Set a reminder for either 5, 10 or 15 minutes before the selected time
Monthly Reminders & Escalations
Monthly forms can have both reminders and escalations set.
Monthly scheduled form reminders will be set 1, 2 or 3 days before the form is due.
If no date is set, monthly forms default to being due on the last day of the month