How to Schedule a Resource

SiteDocs Administrators can assign Resources to their workers with a Due Date and Time.

1. Select “Schedule a Form” in the top right corner of the Safety Monitor.
   
   
2. 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.
   
3. Choose if workers can complete the Resource after the Due Date or not.
   
   
4. 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.
   
5. Choose a Resource, Location Profile, and Worker Profile to assign the Document to.
   Note: Resources cannot be scheduled to External Workers created through the SiteDocs Lite™ App.
   
6. 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.