For: All Users
Some forms need input from more than one person. For example, a Line Cook starts a customer complaint form, and the Head Chef adds what was done about it. Instead of the next person searching for the right form, send it straight to them so they can carry on where you left off.
Send a form for editing
Open the Safe Food Pro app
Start a form, or open one that's already been started or completed (open the menu and tap Saved for older forms)
Tap the three-dot menu in the top right corner
Select Send form to edit
Select Add Recipients and choose who to send it to
Add instructions telling them what they need to do
Tap Send
Note: You can send to any Staff Record, including people without a login. Users appear in the list too, because every User also has a Staff Record.
Note: A form can only be sent to one person at a time for editing, so two people can't make conflicting changes.
Note: The recipient can open the form even if it's restricted to a User Group they aren't in.
Edit a form you've been sent
Open the Safe Food Pro app
Open the menu
Tap Messages
Tap the message
Tap the attached form to open it
Make your changes, or review it
Save the form
Note: On a shared tablet, Messages shows every message sent to anyone in your account, so look for the one addressed to you.
When you've done your part, you can send it on to the next person the same way.
Whoever started the form keeps access to it after someone else continues it. Completed forms and reports show who started the form and who last updated it.
Track the forms you've sent and received
In the app, open the menu and tap Messages. In the Admin Console, click the message icon at the top of the page, next to your name.
Note: In the Admin Console, you only see messages you sent or received. This applies to Admins too. On a shared tablet, the app shows every message in the account.