ZERO Forms is a toolset that allow you to create forms and surveys for all members of your organization to complete based on your operational requirements. Forms can be used for daily safety checklists, LOTO procedures, and any other type of survey or form you can think of. A limited set of templates are available as well.
Here's how to create a schedule to distribute a Form template:
Note: To create a Form template, you must be an Administrator or Team Lead and have previously created an active Form template.
1. Click on the gear icon in the upper right corner.
2. Click on "Manage Schedules" in the Administrator sidebar:
3. Click on "+ Create Schedule" to open the Schedule Builder:
4. Name the Schedule, select the Template to issue with the schedule, assign the Team(s) where the schedule will be associated, and select the send frequency and time of day for the schedule. When complete, select "Next":
5. Select the Responders who will be responsible to complete the Schedule. You can select all Team Members or individuals. The schedule assignment will prompt the person via email, push, and in-app notifications, as well added to their Dashboard. When complete, "Create Schedule"
6. Your Schedule is now up and running! Each Responder will receive the assigned Form at the frequency and time you selected in setting the schedule up. Further, if you need to adjust the schedule settings, select the "..." to the right of the schedule in the Manage Schedule List to edit. You can also add Responders by selecting the "+ Person" icon at any time.
