Checks

Checks in Forkto let your team complete digital check forms — things like opening checklists, cleaning schedules, delivery inspections, or any other routine procedure. Forms are built by admins using the Check Form Builder and can be scheduled to appear automatically on your team’s To Do List.

Overview

When you open the Checks page, you’ll see:

• Perform a Check — a grid of available check forms. Click any form card to start completing it.
• In Progress — any checks you’ve started but not yet submitted (drafts).
• Completed Checks — a table of previously submitted checks, filterable by date range.

Forms with a clock icon have a schedule set up. Forms with a red border have a check that’s currently due or overdue.

If a check is due, it also appears on your Home page To Do List with a “Due in” or “Overdue by” timer.

Performing a Check

To complete a check:

1. Find the form card in the Perform a Check section (or click a due check from your To Do List).
2. Click the card to open the check form.
3. Fill in the fields — these vary depending on the form and might include:
   • Yes / No / N/A questions
   • Text answers (short or long)
   • Numbers or temperatures (with min/max validation)
   • Date and time fields
   • Dropdowns with predefined options
   • Photo attachments — take or upload photos directly
   • Signatures — sign on screen with your finger or mouse
   • Supplier selection — pick from your suppliers list
   • Comments — add notes to specific questions
4. Tick the confirmation checkbox: “I, [Your Name], have checked the information and confirm it is correct.”
5. Click ‘Submit a check’ to save.

Your completed check will appear in the Completed Checks table.

Saving a Draft

If you need to stop partway through a check, click ‘Save as draft’ instead of submitting. The check will appear in the In Progress section where you can:

• Click ‘Continue check’ to resume where you left off.
• Click ‘Delete’ to discard the draft.

Drafts are also saved automatically when you upload or delete a photo within a check.

Viewing Completed Checks

The Completed Checks section shows all submitted checks in a table with the form title, date, time, and who signed it off.

• Use the date range filter to view checks from the last 7, 14, 30, or 90 days (defaults to 7 days).
• Use the search bar to find checks by form title or content.
• Click the view button (eye icon) to open a read-only view of any completed check, including all the answers, photos, signatures, and metadata (reference code, revision, who issued the form, and when).

Exporting Checks as PDF

To download a completed check as a PDF:

1. Find the check in the Completed Checks table.
2. Click the PDF button (document icon).
3. The PDF will be generated and downloaded to your device, including all form data, photos, and signatures.

On mobile, the file is saved to your device’s storage.

Scheduled Checks

Admins can schedule check forms to appear on your team’s To Do List at regular intervals. When a scheduled check is due, the form card shows a red border and appears on the Home page To Do List.

Once you complete the check, the schedule resets and the next occurrence is calculated automatically.

For details on setting up schedules, see the Check Form Builder & Management guide.

Admin Features

Admins have additional options:

• Manage Forms — opens the Check Form Builder to create or edit check forms.
• Scheduler — set up recurring schedules for check forms (daily, weekly, monthly, etc.).
• Edit completed checks — click the edit button (pencil icon) on any completed check to re-open and update it.
• Custom timestamp — when performing a check, admins can tick “Check was performed at a different date or time” to backdate the record.

Auditor Access

If your account has the Auditor role, you can view completed checks and export them as PDFs, but you cannot perform checks, save drafts, or manage schedules.

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Consistent checks are the foundation of food safety compliance. Complete your checks on time, attach photos where needed, and use the PDF export to keep records for audits and inspections.