Some forms are about a place rather than a person: a fridge temperature log, a fire drill, a monthly site inspection. These are Facility forms. Each response is filed against the facility it's about, so every check for a site is kept together on that facility's page.
Step 1
Open the form
In the side menu, click Forms, then Management. Click the facility form you need. Facility forms are marked with a Facility badge.
Step 2
Choose the facility
Click Select a facility and choose the facility the form is about. You can type to search the list. A facility form can't be sent until one is chosen.
Step 3
Filed against the facility
The facility's name now shows at the top of the form. To change it, click the name and pick again.
Step 4
Answer and submit
Answer the questions, then click Submit Form. If the form doesn't need approval, the response is saved as Approved; otherwise it waits as Pending for a manager.
Step 6
The Forms tab
Click the Forms tab. Every response filed against the facility is listed, with its status, who submitted it and when. Click a response to open it.
Step 7
On the mobile app
Facility forms can also be filled in on the mobile app, where you choose the facility the same way. A facility's page in the app has a Forms tab too, which you can sort by form date or submitted date.
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