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
Go to Form Library and click into the form you want to turn into a check.
Open the drop-down menu and click Check.
Complete the mandatory fields, including the Name, Owner, Department, and Completed At as you want.
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 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 can be accessed using a QR code.
Submit with Silent Actions: Whether an action plan can be generated without notification.
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.
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