Set Up Roles with Forms

  • Updated

When you're adding a Role to Assignar, you can also add Forms that you want your workers to complete when they are performing this Role. This will come in handy when you come to schedule, as we'll automatically add these Forms to your workers' shifts when you're scheduling this Role to your jobs. 


Add Forms to a Role

  1. Go to Resources Roles
  2. Select a Role
  3. Under the Role Forms field, add your Forms
  4. Save

The next time you go to schedule this Role on a job, these Forms will automatically be added to each of the shifts too.

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