Check Form Builder & Management

In Forkto, we understand the importance of operational checks for your food business. That’s why we’ve introduced the Check Form Builder, a tool that allows you to create, manage, and customize forms for various operational checks. Whether you’re designing new forms or managing existing ones, this guide will help you navigate this feature with ease.

Overview

The Check Form Builder is a dedicated section within Forkto where you can:

• Design custom forms tailored to specific checks, such as health and safety or inventory.
• Manage existing forms by viewing their revisions, activating or deactivating them, and creating new revisions.

Creating a New Check Form

To create a new check form:

1. Navigate to the ‘Check Form Builder’ section.
2. Provide a title and description for the form to identify its purpose.
3. Add Fields:
   • Choose from various input types: text, dropdowns, checkboxes, etc.
   • Define each field with a label or question and specify if it’s mandatory.
4. Ordering:
   • Adjust the sequence of fields using the arrow buttons for a logical flow.
5. Click ‘Save’. Your new form is now ready for use.

Managing Check Forms

All your check forms are displayed and grouped by reference for easy management:

• View Details: Click on a form to view its fields and properties.
• Activate/Deactivate: Toggle a form’s active status. Deactivated forms won’t be accessible until reactivated.
• Create New Revision: Update requirements by creating a new revision instead of altering the original form. This maintains version history and allows for tracking changes over time.

Activating and Deactivating Check Forms

1. Navigate to the ‘Check Form Builder’ section.
2. Locate the form you wish to activate or deactivate.
3. Click the ‘Toggle Active’ button to change the form’s status.

Creating a New Revision

1. Navigate to the ‘Check Form Builder’ section.
2. Find the form you want to revise.
3. Select ‘Create Revision’ to open the form with its current details.
4. Make Changes: Edit the form as required.
5. Click ‘Save’ to store the new revision while keeping the original version intact.

Wrapping Up

The Check Form Builder empowers you to maintain high operational standards in your food business. Regularly review and update your forms to stay current with your operations and regulatory demands. Forkto is here to support your endeavors, ensuring your food business continues to shine.