Corfix Guide

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Corfix Guide

Corfix Admins

General

Corfix Admins

Here you can find all the answers to your questions for the Corfix Admin.

How do I create a form?(ADMIN)

December 30, 2023 Corfix Product Update

How do I upload a Certification?

Dashboard

Dashboard Introduction

Onboarding checklist

How do I display Reports on my Dashboard?

How do I access the live chat?

How do I set up Asset types?

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Projects

How do I delete a Project?

How do I add or edit contact roles in a project?

Where can I view project tasks?

What if I don't have an address for my project?

How do I add the nearest hospital information to a project?

How do I add a project?

How do I change the status of a project?

How do I add/remove Prime Contractor contacts?

Where can I view Prime Contractor contact information?

Where can I view recent forms attached to a project?

How do I add/remove contacts in a Project?

Where can I view project notes?

Where can I view all my projects?

I have a lot of projects, how do I bulk import them?

What do the coloured pins mean on the Projects map?

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Workers

How do I delete a worker?

How do I activate workers?

Where can I find my workers details?

How do I add a worker?

How do I set up Worker Groups?

How do I import workers?

How do I suspend a worker?

Where can I locate a PIN through Admin?

How do I find workers?

My Worker is stuck in pending email verification, how do I reset them?

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Forms

How do I copy a previous form? (Admin)

How do I create an internal QR code?

Where can I view form details?

Where can I find a PDF view of a Form?

How do I download a form?

How can I complete a Form if one of my employees cannot sign it?

Where can I view workers on a form?

How can I add/remove workers on a form after it has been created?

How do I delete a form?

How do I filter for Flagged Forms?

How do I create an external QR code?

How do I get someone to sign a form through the External Signing Portal?

How do I share forms with a General Contractor on Corfix?

How to connect your accounts through GC Mode.

How can I share/update a form to a GC through the admin?

When are notifications sent out for Scheduled Forms?

(Admin) How can I set up a Form to be sent to an External Contractor?

(Mobile) How can I share a Form with a GC from the Corfix mobile app?

(Admin) How can I set up a sub-trade so that they can pick their company through the External Form portal?

(Admin) How do I download pictures from Corfix?

(Admin) How do I set up Scheduled Forms?

How can I send out a completed form to an external supervisor (Project basis)?

How do I sign a Form/add myself as a signer to a Form from Admin?

How do I edit an existing form?

How do I bulk delete Forms?

How to add a signer to an existing form?

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Templates

Can I auto-email a form when it is completed?

What is the difference between a Template and a Form?

Where can I view my Templates?

How can I create a Template?

How do I make a copy of a template?

Where can I view a PDF version of a Template?

How do I quickly find a template?

How do I archive a template?

How do I delete a template?

How do I flag template components (to provide a high level view of what needs to be actioned?)

How do I correctly make changes to an active template?

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Tasks

Where can I find all tasks?

How do I quickly find specific tasks?

How do I complete a task?

How do I create a Task?

Where can I view Sub Tasks that are connected to a form?

How can I add Sub Tasks to a Form (Admin)?

I didn’t complete the Task that was assigned to me, yet its status is "Complete". Why?

What is a Resolution Form?

My completed Tasks aren't showing up in my Tasks overview. Why is this?

What is a Case?

How do I manage Automated Tasks?

How can I create Task Types?

Can I create individual tasks for a group of workers?

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Certifications

What is a Pending Certification?

How to filter for workers certifications

Where can I view all worker certifications?

How do I download all of the certifications held by a specific worker(s)?

How do I download all of the certifications for the entire company?

How do I set up notifications for certifications that are expiring soon?

How do I view all certification types?

How easy is it to manage all worker certifications?

(Admin) How can I export certifications to a PDF?

How do I add additional information to a workers Certification?

How do I delete a Certification type?

How can I set up automated actions?

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Binders

How do I download my Binders/Resources?

How do I hide Binders from workers?

How do I add Binders?

How do I delete Binders/Resources?

How do I set up the Google Sheet integration?

What is a child binder?

Where can I find my binders?

What is a parent binder?

What are binders used for?

How do I add a binder to a project?

How do I add documents to a Binder?

(Admin) How can I get my workers to sign PDFs in Binders?

How can I create a QR Code for Binders?

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Reports

How do I create a Report?

How do I edit the name of a Report?

Where can I find my Reports?

Where can I best view my Reports?

How do I edit the graph type in a Report?

How do I edit the Table Data display in a Report?

How do I delete a Report?

Why do I already have Reports in my profile?

How do I copy a Report?

How do I export data from a Report?

How do I resize the Reports on my dashboard?

How can I filter the information in a report table?

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Timekeeping

What is the difference between a Fixed Cost Code and a Rate Cost Code?

How do I bulk approve time cards?

How do I see what changes have been made to a time card?

How do I export from Corfix and import into Quickbooks desktop(QBD)?

Why are my workers not showing up to select for a time card?

Can I create scheduled hours?

How do I set up Punch Clock?

How do I set up Time Cards?

How do I set reminders for my workers to punch out?

How does lunch get taken off workers time cards?

What are flagged time cards?

How do I set up my timekeeping so workers can switch jobs through the day?

How do I make sure my workers are on site when they are punching in?

Can I be notified when a worker punches out of work off-site?

Can I get a drop down for lunch on the Corfix app for Time Cards?

How do I set up my Corfix account for the Quickbooks Desktop (QBD) export?

How do I export all my time cards for payroll?

How do I approve a time card?

How do I set up time card approval?

How do I exempt projects from the geofence?

How do I export time cards for Jonas Premier?

Can I change the punch-in/punch-out times for a workers time card?

How do I integrate Corfix with Quickbooks Online (QBO)?

Can the total time automatically calculate after I edit a worker's hours?

How do I set up my pay period?

How do I round punch-in and punch-out times?

How do I make notes mandatory for a time card?

How do I make cost codes mandatory for a time card?

How do I export timecards to Maestro?

How do I export timecards to Jonas Construction Enterprise?

How do I track workers while they are punched-in?

Why are my worker's Timecards being set to zero even though they worked all day?

Can I set up my Workers to be auto punched out at a specific hour?

Rate Cost Code vs Fixed Cost Code - What is the difference?

(Admin) Where can I review Timecards with Cost Codes?

(Admin) I want to only export specific projects and/or workers timecards.

(Admin) How do I configure my timekeeping settings to allow workers to punch-in and out of cost codes?

(Admin) Can I export my Timecards to a PDF?

(Admin) How do I get an ADP Timecard export?

(Admin) Where can I view totals on the Timekeeping table?

How do I set up new pay rates?

What are Cost Codes used for?

How can I force workers to complete their forms before punching in/out for the day?

How can I set up a required picture when punching in/out?

How to import into SAGE 300 Construction and Real Estate (CRE)

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My Account Details

How do I change the way document numbers are assigned?

How do I change where my logo is on completed forms?

How do I translate my Corfix account to a different language?

How do I turn off the IP address on signatures?

How do I edit my Company Details?

Where can I find my account details?

How do I edit my account details?

How can I add my logo?

How do I make a PIN required for Kiosk mode?

How long until I can no longer add a signer to a completed form?

How do I create a Role?

How do I set permissions to a Worker?

How do I configure my notification settings?

How does the license tracking work?

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General

What is Kiosk Mode?

AuditSoft integration with Corfix

How can I force my workers to use the hand signature?

Scheduling

Scheduling Overview

Scheduling Notifications