Scheduling a Form

You can schedule forms to be completed Daily, Weekly, or Monthly. Once a form is scheduled, it will appear on your team's To-Do List according to that schedule.

If a form has no schedule, it is an "Ad Hoc" form and can only be accessed from the Form Library.

Scheduling Options

When setting up a form, you can choose one of four scheduling options.

• None - Default (Ad Hoc) This is the default setting for new forms. The form will not appear on the To-Do List. It can only be accessed from the Ad Hoc Form Library (the "plus" button on the mobile app).
• Daily This schedules the form to appear on the "Today" tab of the To-Do List each day. You can choose which days of the week it's due and set a specific due time.

• Weekly This schedules the form to appear on the "This Week" tab. It can be completed on any day of that week to be marked as complete.

  Monthly This schedules the form to appear on the "This Month" tab. It can be completed at any time during that month.

  • You can also choose which specific months the form should appear (by default, all months are selected).
  • You can set a reminder to be sent 1-3 days before the monthly due date.

How to Change a Form's Schedule

You can change a form's schedule at any time from the Admin Console.

1. Log in to the Admin Console (Computer Login).
2. Go to Forms.
3. Click on the Pencil icon beside the form you want to schedule.
4. Open the Form Settings panel
5. Find the Form Schedule section to start editing the schedule.
6. Select None, Daily, Weekly, or Monthly and configure any required settings (like the due day or time).
7. Click SAVE.

How to Turn Off a Form Completely

You cannot delete the default Site App Pro forms, but you can turn them off completely, removing them from view on the mobile app.

1. Click the pencil icon next to the form you want to turn off.
2. Open the Form Settings panel.
3. Turn OFF the Form Library switch.
4. Scroll down to the Form Schedule section.
5. Ensure the schedule is set to None.
6. Click SAVE.

The form will now be hidden. You can see your turned-off forms by clicking the 'Show unused forms' option at the top of the Forms page. Turned-off forms will be marked with a red triangle symbol.