SYNCrew’s form functionality can be set up so that a worker MUST complete the form before clocking out or going to another project. The instructions below walk you through creation of a form and setting it to be mandatory. You can view a quick overview of what forms are by clicking HERE.
Create the required form:
- If you don’t have a form already built, build a form as shown HERE.
- In order to make the form work for a mandatory form, the settings at the top must be configured so the “project” is set to “clocked in project”
Set the Form as required
Once your form is created, go back to the main forms setup screen and select your form in the dropdown labeled, “Required at the end of each work block.” Then click save to the right.
Now your workers will be required to complete this form before starting work with any clock in that follows a clock out. If they change task throughout the day as they work, they will only complete this form once. If they clock out and then come back to work for whatever reason, they would complete the form again.
Your workers will need to be sure they have recently updated apps so if they are able to clock in without completing the form, that is most likely the issue. Have them update the app and then leave it open for a few minutes with good wifi or cell signal and it should update properly to require the form.
How to review forms
The admins can now access the form via the Reports -> Custom Form reports Page.
Once on the page, select the Covid form (and any other desired filters for time, employee etc). Below you can also filter by responses (For example you can search all Yes responses to a particular question)
On the list that returns, you can click on any particular form where it says “View Details” to see the responses. You can also generate PDFs and manually email the forms from here.