SiteDocs Administrators can assign Resources to their workers with a Due Date and Time.
For more information about upgrading your SiteDocs Package, click here!
- Select “Schedule a Form” in the top right corner of the Safety Monitor.
- Select "Set Due Date" to choose a Due Date and Time from the Calendar and Clock.
Protip: Select the Time Zone to select a different time zone. - Choose if workers can complete the Resource after the Due Date or not.
- If you'd like this Scheduled Form to Repeat, choose the frequency desired.
If you choose "Custom", you'll be able to use our frequency menu to set up a custom frequency with Repeat Frequency, Day of the Week, and End Dates. - Choose a Resource, Location Profile, and Worker Profile to assign the Document to.
- To Schedule the Resource, select “Schedule”. To schedule the Resource and Request an additional signature(s) select "Schedule & Request Signature".
Two Notes:
- Scheduled Resources can only be assigned to Workers with at least Mobile Access.
- Admins can choose to Assign the Resource to “Any Location” or “Any Worker”, but not both.
For more information about Scheduling Signatures, click here.
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