Form Schedules allow you to automatically remind workers to complete required forms on a daily, weekly, or monthly basis. This is useful for recurring safety checks, inspections, or any form that needs to be submitted regularly—without having to manually remind users each time.
What Are Form Schedules Used For?
Form Schedules help you:
Ensure required forms are submitted consistently
Automate reminders for workers based on role
Reduce missed or late form submissions
Schedule recurring compliance tasks across sites or company-wide
How to Create a Form Schedule
Follow the steps below to set up a new form schedule.
Step 1: Navigate to Scheduled Forms
Go to the Forms screen.
Navigate to the Scheduled Forms tab.
Click the blue Create Form Schedule button.
Step 2: Configure Schedule Details
Name your form schedule so it’s easy to identify later.
Select a Type:
Site – Applies the form schedule to every site in your organization.
Company – Creates only one form reminder for the company.
Choose a Form Template from the drop-down menu.
Select the Role(s) responsible for submitting the form.
You may select one or multiple roles.
Step 3: Set Timing & Notifications
Choose the time of day the notification needs to happen.
Select the appropriate time zone.
Choose how users will be notified:
Email
Mobile notification
None
(Optional) Enable Auto-Create Draft Forms:
When enabled, a draft of the form is automatically created at the scheduled time.
Once finished, click Next.
Step 4: Set the Frequency
Select a Frequency:
Daily
Weekly
Monthly
Choose the start date:
Daily: Reminders occur every weekday (Monday–Friday).
Weekly: Reminders occur on the selected day of the week.
Monthly: Reminders occur on the selected day of the month.
(Optional) Select an end date.
Leave this blank to have the schedule run indefinitely.
Click Next to continue.
Step 5: Review & Create
Review the summary of your form schedule, including:
When it will run
When notifications will be sent
If everything looks correct, click Create Form Schedule.
Managing Existing Form Schedules
Once created, your form schedule will appear in the Form Schedules list.
From here, you can:
Edit a schedule at any time
Pause a schedule temporarily (for example, during holidays)
Resume a paused schedule by clicking Play
Pausing a schedule stops reminders until you choose to turn it back on.
Tips & Notes
Important things to keep in mind when using Form Schedules:
Leaving the end date blank allows the form schedule to run indefinitely until you manually pause or stop it.
Paused schedules will not send reminders or auto-create draft forms until they are resumed.
When creating a Site-level form schedule, notifications are sent to all users across all sites who are assigned the role(s) you selected.
Double-check assigned roles to ensure the correct users receive reminders and are responsible for submission.