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How to create a scheduled Form
How to create a scheduled Form

Create scheduled forms effortlessly. This guide walks you through setting up and managing recurring forms for better organization.

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

Step 1: Access BuildPass Forms Module

  • Open BuildPass, and within the platform, locate the forms module.

Step 2: Navigate to Schedules

  • Once you're in BuildPass's checklist module, look for an option or tab labeled "Schedules" and click on it.

Step 3: Create a New Schedule

  • Within the schedules section of BuildPass, locate and click on the "New Schedule" button. This will initiate the process of creating a new schedule form.

Step 4: Define the Form

  • In the new schedule setup, you will be prompted to select a form. Choose the specific form you want to schedule. For example, in the provided transcript, they want to schedule a safety walk form.

Step 5: Assign a Manager

  • You can assign the form to a specific user, such as a site manager or project manager, using BuildPass's user management options. Select the appropriate person from the options available.

Step 6: Set the Notification Frequency

  • Choose how often the assigned user should be notified about this form within BuildPass. In the transcript, they select "weekly," indicating that the form will be sent out for completion every week.

Step 7: Choose the Day of the Week

  • Specify the day of the week on which the form should be scheduled using BuildPass's scheduling tools. In the example, they choose "Mondays."

Step 8: Review Schedule Details

  • Take a moment to review the schedule details within BuildPass. You can change the title if needed, but in this case, they leave it as it is.

Step 9: Create the Schedule

  • Click the "Create" or "Save" button within BuildPass to finalise the schedule. Once created, the user will receive an email notification every Monday at the specified time (in this case, 9:00 AM).

Step 10: Monitor Scheduled Runs

  • After creating the schedule within BuildPass, you can check and monitor the scheduled runs in the platform. This allows you to see when the form is due and track its completion.

Step 11: Completion

  • The assigned user will receive an email reminder every Monday at 9:00 AM, and they can access the form directly from that email to complete it within BuildPass.

That's it! You've successfully created a schedule form using BuildPass to remind people to complete specific tasks regularly.


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