Forms
Fill out and submit forms for your location
Overview
Forms are how the team captures structured information — opening checklists, food safety logs, walk-in temperature checks, equipment audits, anything your manager wants tracked consistently. Your manager configures which forms are active for each location.
Accessing Forms
Open Forms from the main navigation. You'll only see forms that are active for the location you're currently viewing. If you work across multiple locations, switch the active location to see that location's forms.
Filling Out a Form
- Tap a form from the list to open it.
- Fill in each field — required fields are marked.
- Tap Submit when you're finished.
Field Types
The fields you'll see depend on how your manager built the form. Possible field types:
| Field | What to enter |
|---|---|
| Text | Short answer (single line) |
| Text Area | Longer notes or descriptions |
| Number | Numeric values only |
| A valid email address | |
| Select | Pick one option from a dropdown |
| Multi-Select | Check all options that apply |
| Date | Pick a date from the calendar (past dates allowed; future dates disabled) |
| Checkbox | Toggle a single yes/no |
| Rating Scale | Tap a number on a scale (e.g. 1–5) — labels like "Strongly Disagree" / "Strongly Agree" appear next to the ends |
Forms do not support photo or file uploads today. If you need to attach a photo to operational documentation, use a Shift Report or Incident Report instead — both support photo upload.
Draft Autosave
Your in-progress answers save automatically to your browser as you type. If you close the tab or lose connection, your draft is restored the next time you open the same form at the same location.
- Drafts are local to your browser and your account at the current location
- Switching browsers or devices means starting fresh
- After a successful submission, the draft is cleared automatically
After Submission
- A confirmation appears on screen and you're returned to the forms list
- Management receives a Slack notification with your responses
- If the form is wired into compliance tracking (e.g. opening checklist), your compliance status updates automatically
CSV Export
Admins can export all submissions for a form as a CSV from Forms → Submissions → Export for analysis in Excel or Google Sheets.
Need Help?
Talk to your manager if:
- A form you expect isn't showing up — it may be inactive or assigned to a different location
- A field seems wrong or is missing — managers edit the form schema
- You need access to forms for another location