Refer to the video, Checklists vs Forms, learn more.
A form is a list that must have every task completed before being able to submit it. Once all the items are completed the button will appear in green to Submit.
Forms also stack, meaning if it is on a Repetition Set then the form for today will not be replaced by the same form that will display tomorrow. This is only if the list is not completed.
It is recommend to not use forms while also having a repetition set.
Here are examples of forms:
- Employee Performance Reviews
- Employee Trainings
- Employee Write Ups
- Incident Reports
- Location Performance Review/Audits
- Maintenance Requests
- New Hire Forms
Refer to the article Submit a Form to learn more.
If you do not use a Repetition Set you will need to manually create it from the iPad. Refer to the article, Create a New List Instance From the iPad to learn how to do this.
A checklist is a list where items can be swept as they are completed. On your device, Checklists will have a Sweep button in the top right corner. This can be pressed at any time. This allows you to only view tasks that need to be completed
Checklists do not stack, meaning if it is on a Repetition Set then the checklist for tomorrow will replace the same one for today. The items on today’s list that are not completed, when tomorrow’s list appears, will be marked as incomplete. Checklists almost always have a repetition set.
Here are examples of checklists:
- Opening Checklist
- Closing Checklist
- Daily Cleaning
- Manager Walk Through
- Deep Cleaning
- Temperature Log
Refer to the article Sweep a Checklist to learn more.