Removing or Adding Forms from your Food Diary

Not all businesses are the same. Some businesses may be part of a bigger organisation where you may not be in control of certain things or you may want to ensure an ad hoc form is completed daily or weekly.


Altering Forms: 

You can alter the forms that appear in the Diary and Ad-hoc forms list in the mobile application from the Administration Console. There are two ways to do this.

  1. Running the Wizard again - This is a good approach if you are missing some Simply Safe and Suitable forms that you think you should be completing. In the Administration Console choose 'My Business' on the left menu and then 'Form Wizard' in the tab bar. You can run the wizard again from here to answer the MPI questions that configure which forms you see. 
  2. Alternatively, if you want to turn some forms off or reschedule them for different days of the week (or different times of the day) then you can log into the Administration Console and select 'Forms' on the left hand menu. Then use the pencil icon next to specific forms to open them and change their schedule. 

Remove a form from your Food Diary:

  1. Choose Forms from the main menu in the Administration Console.
  2. Select the form you wish to remove e.g. Daily Pest Check.
  3. Change the field Form Schedule to None.
  4. Save the form changes

Schedule an ad-hoc form to appear in your daily, weekly or monthly Food Diary

  1. Choose Forms from the main menu in the Administration Console.
  2. Select the form you wish to schedule e.g. Cleaning - Bathroom Check.
  3. Change the Form Schedule as required. If you want to schedule a form at certain times of the day read the Scheduling a Form article below for further help.

If you start a new process or need to answer the Wizard again

  1. In the Administration Console choose 'My Business' on the left menu 
  2. Select 'Form Wizard' in the tab bar.
  3. Click the round arrow button to run the wizard again.

Note: This will reconfigure which forms you see on the mobile application but it will not delete or alter any forms that you have previously completed.

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