Overview
Form Schedules automatically remind workers to complete required forms on a daily, weekly, or monthly basis. You set the form, the roles responsible, the timing, and the frequency once, and Salus sends the reminders from then on.
Use a form schedule for any form that needs to be submitted on a regular cycle, such as daily safety checks, equipment inspections, or monthly compliance reports. It keeps submissions consistent and removes the need to remind workers by hand.
Create a Form Schedule
Step 1: Open Scheduled Forms
- Click Forms in the main navigation.
- Click the Scheduled Forms tab.
- Click Create Form Schedule.
Step 2: Set the schedule details
On the first screen, define what the schedule is for and who is responsible. Complete each field below.
Name (required)
A label for the schedule so you can identify it later in the list.
Use it when: naming by form and cycle, such as "Daily Site Safety Check".
Type (required)
Sets the scope of the schedule. Select Site to apply the schedule to every site in your organization. Select Company to create a single reminder for the company as a whole.
Use it when: choose Site for per-site forms like site inspections. Choose Company for one organization-wide submission.
Note: A Site type schedule sends reminders to every user in the selected role(s) across all sites, not one site only.
Form Template (required)
The form workers will be reminded to complete. Select it from the drop-down menu.
Use it when: the template must already exist before you can schedule it.
Role(s) (required)
The roles responsible for submitting the form. Every user assigned a selected role receives the reminder. You can select one or multiple roles.
Use it when: double-check the roles so the correct users are reminded and held responsible.
Step 3: Set timing and notifications
On the same screen, set when the reminder is sent and how workers are notified.
Time of day (required)
The time the reminder is sent on each scheduled day.
Use it when: set it to the start of the shift so the form is top of mind.
Time zone (required)
The time zone the time of day applies to.
Use it when: match it to the site or team location so reminders arrive at the right local time.
Notification method (required)
How users are notified. Select Email, Mobile notification, or None.
Use it when: choose None only if you rely on Auto-Create Draft Forms instead of an active reminder.
Auto-Create Draft Forms (optional)
When enabled, Salus automatically creates a draft of the form at each scheduled time, ready for the worker to open and complete. When left off, the reminder is sent but no draft is created, and the worker starts the form themselves.
Use it when: enable it to save workers a step and make the pending form visible in their list.
Note: Auto-Create Draft Forms creates a draft, not a submitted form. The worker still needs to open the draft, complete it, and submit it.
Click Next.
Step 4: Set the frequency
Frequency (required)
How often the reminder repeats. Select Daily, Weekly, or Monthly.
Use it when: match the frequency to how often the form must actually be submitted.
Start date (required)
The date the schedule begins. Your frequency choice controls which days reminders land on: Daily sends every weekday, Monday to Friday. Weekly sends on the selected day of the week. Monthly sends on the selected day of the month.
Use it when: pick the first date you want reminders to go out.
Note: Daily reminders are sent on weekdays only, Monday to Friday. They do not send on Saturday or Sunday.
End date (optional)
The date the schedule stops. Leave it blank to run the schedule indefinitely until you pause or stop it.
Use it when: set an end date for temporary schedules, such as a fixed-length project.
Click Next.
Step 5: Review and create
- Review the summary of the schedule, including when it will run and when notifications will be sent.
- If everything is correct, click Create Form Schedule.
What Happens Next
After you click Create Form Schedule, the schedule is saved and appears in the Form Schedules list. Reminders begin on the start date, at the time of day and time zone you set.
At each scheduled time, every user in the selected role(s) receives the reminder using the notification method you chose. If you enabled Auto-Create Draft Forms, a draft of the form is created at the same time for those users to open and complete. The schedule keeps running until the end date, or indefinitely if you left the end date blank.
Manage an Existing Form Schedule
Every schedule you create appears in the Form Schedules list. From the list you can:
- Click Edit to change a schedule at any time.
- Click Pause to stop reminders temporarily, for example during a holiday.
- Click Play to resume a paused schedule.
Note: A paused schedule sends no reminders and creates no draft forms until you resume it.
Frequently Asked Questions
What is the difference between Site and Company type?
Site applies the schedule to every site in your organization and reminds users in the selected role(s) across all sites. Company creates a single reminder for the company as a whole.
What does Auto-Create Draft Forms do?
When enabled, it automatically creates a draft of the form at each scheduled time. The draft is not submitted. The worker still opens it, completes it, and submits it. When left off, the reminder is sent but no draft is created.
Does Daily include weekends?
No. Daily reminders are sent on weekdays only, Monday to Friday. They do not send on Saturday or Sunday.
Who receives the reminders for a Site type schedule?
Every user assigned a selected role, across all sites in your organization. Check the assigned roles carefully so the right people are reminded.
Can I stop reminders without deleting the schedule?
Yes. Click Pause on the schedule in the Form Schedules list. Reminders and draft forms stop until you click Play to resume.
What happens if I leave the end date blank?
The schedule runs indefinitely until you pause or stop it. Set an end date only if you want reminders to end automatically.
I do not see the Create Form Schedule button. Why?
Creating a form schedule requires Full Access permissions. If the button is missing, confirm your permission level with an admin.
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