Setup Roles with Forms

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. 

 

How to add Forms to a Role

  1. Under Resources, go to the Roles page
  2. Select a Role
  3. Under the Role Forms field, add your Forms.
  4. Save
  5. 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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