--- title: How Scheduled Forms Work description: This article will summarize the logic behind scheduled forms. --- [Skip to content](https://knowledge.corfix.com/articles/how-scheduled-forms-works#main-content) - [English](https://knowledge.corfix.com/articles/how-scheduled-forms-works) - [Español](https://knowledge.corfix.com/es/articles/how-scheduled-forms-works) - [Français](https://knowledge.corfix.com/fr/articles/how-scheduled-forms-works) - [Português](https://knowledge.corfix.com/pt/articles/how-scheduled-forms-works) English Show submenu for translations ![black-logo (1)](https://knowledge.corfix.com/hs-fs/hubfs/black-logo%20(1).png?width=300&height=77&name=black-logo%20(1).png) Open main navigation Close main navigation - - [English](https://knowledge.corfix.com/articles/how-scheduled-forms-works) - [Español](https://knowledge.corfix.com/es/articles/how-scheduled-forms-works) - [Français](https://knowledge.corfix.com/fr/articles/how-scheduled-forms-works) - [Português](https://knowledge.corfix.com/pt/articles/how-scheduled-forms-works) English Show submenu for translations Got a question? Search the Corfix Guide! - There are no suggestions because the search field is empty. 1. [Corfix Guide](https://knowledge.corfix.com/articles?hsLang=en) 2. [Corfix Admins](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en) 3. [Forms](https://knowledge.corfix.com/articles/corfix-admins?hsLang=en#forms) October 14, 2026 # How Scheduled Forms Work ## This article will summarize how to set up Scheduled Forms in Corfix so the right workers get the right form on time, with automatic reminders. Your device must be connected to the internet to receive scheduled forms. If you’re offline when a form is scheduled to send, you’ll only get it once you reconnect. **Example:** A daily Pre-Task Hazard Assessment is scheduled for 7:00 AM. A foreman is at a remote site with no cell service at 7:00 AM, so the form doesn’t arrive. At 11:45 AM he drives into town, his phone reconnects, and the form shows up in his Corfix app. It isn’t lost, but it arrives late. **Tip:** If crews work where there’s no signal, schedule forms for a time when they’re still connected (for example, before they leave the yard). You can also have them open the Corfix app before heading out. ### Overview **Scheduled Forms** let admins set due dates, assign workers and send automatic reminders. Your team gets the right form at the right time, which helps you stay compliant without chasing people. ### How to Create a Scheduled Form 1. Go to **Scheduled Forms** and click **Add New Scheduled Form**. 2. **Template\*** (required): click **Select Template** and pick the form to schedule. 3. **Due At\*** (required): choose the date and time the form is due. 4. **Hours Notified Before** (optional): enter how many hours before the due time workers should get a reminder. 5. **Workers** (optional): click **Select Worker** to assign specific people. 6. **Roles** (optional): pick one or more roles to assign the form to everyone in that role. 7. **Project** (optional): click **Select Project** to link the form to a project. 8. **Recurrence** (optional): choose **None**, **Daily** (pick weekdays), **Weekly**, or **Monthly** (by calendar date, or by a set week and day, such as the first Monday). 9. **Grace Period (Days)** and **Automatic Form State Change** (optional): control what happens if the form isn't completed on time. See [**What happens when a Scheduled Form isn't completed on time?**](https://knowledge.corfix.com/articles/scheduled-form-not-completed-grace-period?hsLang=en) 10. Click **Save**. ### How Scheduled Forms Behave - **Status:** A form shows as **Scheduled** on the day it's due and stays hidden until then. Corfix checks every 15 minutes and turns forms into **Outstanding** once they reach their due time. - **Notifications:** Admins can set reminders before the deadline and alerts after a form stays incomplete. A notification is also sent when a form becomes **Outstanding**. - **Duplicate prevention:** If a worker already completed the form during the required period, Corfix skips the next scheduled copy so nobody gets a duplicate. - **Deleting a schedule:** If you delete a scheduled form or its template, no new copies are created. Forms that were already completed, outstanding, or saved as drafts are kept. ### Use Cases and Benefits - **Daily vehicle inspections:** Recur daily so every driver gets a form each morning. - **Weekly toolbox talks by role:** Assign to the **Foreman** role so new foremen are covered automatically. - **Monthly equipment checks:** Recur on the same date each month. - **One-time site checks:** Schedule once and link to a project. - [New in Corfix](https://knowledge.corfix.com/articles/new-in-corfix?hsLang=en) - [Corfix Academy](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#main-content) - [Field Operations Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#field-operations-training) - [Supervisor & Foreman Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#supervisor-foreman-training) - [Timekeeping & Attendance Training](https://knowledge.corfix.com/articles/corfix-academy?hsLang=en#timekeeping-attendance-training) - [Product Updates](https://knowledge.corfix.com/articles/product-updates?hsLang=en) - 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