Making a Form Ad Hoc

Some forms need to be available at all times, to record incidents, inductions or any other event that does not happen at a scheduled time. For these forms you need to use the ad hoc option.


The ad hoc toggle:

You can choose which forms are available as ad hoc forms by turning on the "This form can also be accessed from the list of 'ad hoc' forms." button. When this is on you can select this form from mobile by clicking on the orange '+' plus at the bottom right of the diary.

To find the ad hoc toggle:

  • Go to the "Forms" page found on the left hand side of the dashboard.
  • Click the edit icon (looks like a pencil) on the form you wish to be ad hoc.
  • Make sure the "This form can also be accessed from the list of 'ad hoc' forms." button is turned on

By default this button will be on. However, if you select a scheduling option for your form, it will turn the ad hoc option off. Both can be on at the same time.