You may want your staff to complete some forms at a certain time of day, repeat a form several times in a day or ensure it is completed in a certain month.
In this Article
How to schedule forms
Log in to the Web Console
Go to Forms
Click on the Pencil icon to edit
Go to Form Schedule and click the drop-down
Select from one of the options - None, Daily, Weekly & Monthly
Scheduling Options
When scheduling a form several options are available:
None - Default
The default scheduling setting, this form will not appear on any of the tabs on the Diary and will only be accessible through an ad hoc form (clicking on the orange plus in the bottom right-hand corner).
Daily - The form is to be completed at least once a day
This option schedules the form so that it appears on the Diary each day (On the "Today" tab). When you select this scheduling you can change the time(s) at which this form is required to be done by, and the days of the week that it appears.
Weekly
This option schedules your form to once a week, and it can be completed on any day of that week. It will appear on the "This Week" tab on the Diary.
Monthly
Schedule your form monthly, complete it anytime within the month, and find it under 'This Month' in the Diary. Customize by choosing specific months; all are selected by default.
Schedule time for a Daily Form
Ensure that 'Daily - Form is to be completed at least once a day' is selected.
To schedule a form at a certain time of day, alter the time displayed from '12:00 p.m.' (default) to the time you would like the form to be completed.
Click on the grey plus sign and the time will be displayed in the area below. You may schedule the form for another time of day by repeating this process e.g. you may want to have the bathroom checked every 2 hours during your opening times.
If you do not open on a Monday or you want to repeat a form only on two days of the week then remove ticks from the other days of the week. The form will only be displayed on the Diary page of the Safe Food Pro mobile application on the days you select.
You can also choose to repeat a form monthly or select specific months when you want a form to appear. This is useful for the calibration of thermometers, setting a twice-yearly premises audit or if you have a seasonal business.
When setting up Monthly form schedules you can also select what date of the month you'd like this form to be scheduled for.
If you'd like to learn how to turn off a form completely click here



