Scheduling a Form

Forms can be scheduled as Daily, Weekly, Monthly or Ad Hoc. Learn how to alter the schedule to suit you. 

You can schedule forms to be completed Daily, Weekly, Monthly, or Ad Hoc. Once a form is scheduled, it will be set out to each person for each job according to the set schedule.

In this Article 

Scheduling Options

When scheduling a form you can choose to have no schedule, so it is an Ad Hoc Form or schedule it to 'Daily', 'Weekly', or 'Monthly'. 

  1. None - Default

    The default scheduling setting, this form will not appear on any of the tabs on the To-Do List and will only be accessed by going to your Ad Hoc Forms. 

  2. Daily - The form is to be completed at least once a day

    This option schedules the form so a new copy of the form appears on the To-Do List each day. Once you've set the form to daily you can choose what days of the week or what time it's due. 

  3. Weekly

    This option schedules your form to once a week and can be completed on any day of that week. 

  4. Monthly

    This option schedules your form to once a month and can be completed at any time during that month.  Additionally, this option can be changed so that it only appears during selected months, just select or deselect the months in the list below. By default every month is selected. Monthly form reminders can now be scheduled 1-3 days before the due date.

Change the Schedule

You can change the schedule of a form by: 

  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. Go to Form Scheduled to start editing the schedule 

Turning off a Form Completely

You can't delete the Site App Pro default forms, however, you can turn them off to remove them from being visible on the mobile app. 

To do this: 

  1. Click the pencil icon next to the form 
  2. Ensure the schedule is set to None
  3. Click the ad hoc toggle so it changes from orange to grey 
  4. SAVE 

After you click on the save button, the form will no longer be visible in the list of forms. However, you can always access the list of unused forms by clicking on the 'Show unused forms' option. The turned-off forms will be highlighted by a red triangle symbol.

Note: If a form is not scheduled and you have disabled the Ad Hoc option, the form will not be accessible from the mobile. 

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