A check is a way to make your form accessible to team members, allowing them to complete it either on a set schedule or on demand.
How do I create a check
Start at step 1 if the forms haven't been created; otherwise, continue with step 2.
Step 1: Create a form
Go to the Configure Portal via the 3-dot menu.
Navigate to the Form Library.
Click Add Form to create a new form.
Enter the form details and click Create.
Then you will be navigated to the Questions section to add questions.
We recommend using the guide below to help you create a form.
Step 2: Turn the form into a check
Select Assign Workflow and select + Create Check.
If Assign Workflow is hidden but Usage shows, the form has been used. Open the Configuration menu (cog) and choose Add Check.
Enter the check details.
Check Name: The name of the check.
Owner: Which site owns and accesses this check.
Department: Which department owns this check.
Completed At: The completion level determines the business entity level at which this check must be completed.
Add prefix and suffix if applicable.
Prefix Property: The value that will be added to the beginning of the title.
Title Property: The value that will replace the title.
Suffix Property: The value that will be added to the end of the title.
Add Responsibilities.
Monitor: Who will be completing the check.
Manager: Who will be managing the check.
Observer: Who will be overseeing the check.
Add Scheduling.
Cycle: How often the check needs to be completed.
Starting Date: The date when the check scheduling begins.
Ending Date: The date when the check scheduling ends.
Start/Finish Time: The times when the check is open and closed.
Duration: The length of time the check remains open.
Visible From: When the check shows on the monitor portal.
Edit Workflow Settings.
Mark Missed After (Hours): The duration for which an overdue check will remain open.
Generate Actions: The point at which actions will be generated.
Auto Submit: Whether the check should be automatically submitted, and when.
Auto Close: Whether the check should close automatically, and when.
Allow On Demand: Whether the check can be added on demand, and who can add it.
Require Unlock Via QR Code: Whether the check must be accessed via QR code.
Per Event - Unlock the entire check with a single QR code.
Per Section - Unlock only the corresponding section using its specific QR code.
Submit with Silent Actions: Whether an action plan can be generated without notification.
Exclude From Performance Reporting: Exclude the check in the Check Performance report.
Allow events to be marked as not needed: Whether the check can be manually removed.
Once created, you can refine which locations have visibility of the check in the Assigned Locations section.
To set up notifications for important events related to this check, please refer to this guide:
☺️ Have questions or need support? Reach out to us at email. We're here to help!