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Set up your temperature checks

Connect your equipment to your Temperature Check and Hot Holding forms so the right items appear automatically.

For: Admins

Once your Equipment is added, connect it to your Temperature Check form so your fridges and freezers appear automatically each time your team completes a check. The same process applies to Hot Holding.

Connect your Equipment to the form

  1. Go to the Forms tab.

  2. Find your Temperature Check form and click the pencil icon to open the Form Builder.

  3. Scroll down and click on the relevant question to open it.

  4. Change the question's Category to match your Equipment category (e.g. Refrigeration or Freezer).

  5. Repeat for both the Refrigeration and Freezer questions.

  6. Click Save.

You should see your Temperature Check pull in all the items from that Equipment category automatically.

Keeping it up to date

Your Temperature Check form updates automatically whenever you add or remove equipment on the Equipment page — there's nothing extra to configure. The same setup process applies to your Hot Holding form and Hot Holding equipment category.

Next step

Now that your forms are connected to your equipment, move on to Set Up Your Staff & Users to get your team ready to use the app.

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