Using Ad Hoc Forms

Ad Hoc forms act as a Form Library where you can access the forms you need at any time. 

Ad Hoc forms are a form library you can access on your App. These are all of the forms that don't run off a daily, weekly or monthly schedule. 

These forms can be accessed as many times throughout the day as what ever time you need. Each time you open an Ad Hoc form you get a new blank form. 

In this Article: 

Accessing Ad Hoc Forms

Ad Hoc forms are found on your Mobile App. You can find your scheduled forms by clicking the Today, This Week and This Month tabs. 

To find Ad Hoc forms:

  1. Go to the Diary page on your mobile device.
  2. Click the orange plus button in the bottom right corner.
  3. Select the form you want to complete (you can use the search bar here or the all button to filter) 

Favourite  Ad Hoc Forms

You may find that there are a lot of forms to choose from when you scroll through your Ad Hoc forms. If you find yourself using some Ad Hoc forms more frequently than others then you can list them as a 'Favourite'. 

  1. Simply click the Star Icon next to your  favourite  Ad Hoc Forms 
  2. They will appear at the top under Favourite
  3. Easy as that! 

Favourite forms are set per device, this can be handy if you have people in your team who are required to complete different forms. Don't forget to let your team know to favourite the forms that are most relevant to them. 

Finding Completed Ad Hoc Forms 

Each time you open a form on the Ad Hoc page you get a new form. If you saved an Ad Hoc form as a draft or need to go back and view a completed Ad Hoc form then: 

  1. Go to the Dairy Checklists page 
  2. Click the three lines in the top left corner to open the menu
  3. Go to Saved Forms 

Here you can see forms that have been completed in the last 30 days on this job. Want to learn a bit more? Check out this article on Saved Forms.

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