What can we help you with?

How Do I Assign Check Sheets to a Location?

Employee check sheets are used to record specific information about employees. These check sheet forms can be created using the Form Builder module and then linked to check sheet types. Once set up, they can be applied when adding an Employee Check Sheet to the system.

To Assign Check Sheets to a Location When Adding a New Check Sheet:

1. On the left column, go to Emp. Check Sheets.
2. Click New Employee Check Sheet.
3. Select the Type and Project from the dropdown options.
4. Select the Location from the dropdown options.
5. Click on the Map to pin point where the action took place.
6. Click Save & Submit.

To Assign a Location to an Existing Check Sheet:

1. On the left column, go to Emp. Check Sheets.
2. Click on the check sheet you want to assign the location to.
3. Select the location from the Locations dropdown.
4. Click Save Changes.