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Filling in forms from the Admin Console (SFP 5.1)

Complete a form from the Admin Console in a sidebar, including scheduled forms with Form Library turned on.

For: Admins and Managers

Some forms are easier to fill in at a desk, such as a customer complaint, a supplier approval or an incident log. You can open a form straight from the Admin Console and complete it in a sidebar, without leaving the page or picking up the tablet.

Fill in a form from the Admin Console

The form needs Form Library turned on in its settings. See the next section if it isn't.

  1. Log in to the Admin Console

  2. Go to Forms

  3. Find the form

  4. Click the three-dot menu next to it

  5. Select Fill form

  6. Complete the form in the sidebar that opens

  7. Save the form

Turn on Form Library for a form

Scheduled forms, such as daily, weekly or monthly forms, can be filled in from the Admin Console too, as long as Form Library is turned on.

  1. Log in to the Admin Console

  2. Go to Forms

  3. Click the pencil icon next to the form

  4. Scroll down to Form Settings

  5. Turn on Form Library

  6. Click Save

Important: Turning on Form Library also adds the form to the ad hoc form list (the green plus) in the Safe Food Pro app, so your team can start it at any time, not just when it's scheduled. If you'd rather your daily checks only appear when they're due, leave Form Library off and complete them on the tablet.

Use the full app on your computer instead

Anyone can log in to the web version of the Safe Food Pro app, whatever their access level. Go to mobile.safefoodpro.co.nz if your account is in New Zealand, or mobile.safefoodpro.com everywhere else, and log in as you would on the tablet. This is also handy for someone who doesn't have the app installed.

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