How Scheduled Forms Work

Overview

Scheduled Forms let an administrator decide which form needs to be filled out, when it's due, and who's responsible — and then let Corfix handle the rest. Once a schedule is saved, Corfix delivers the form to the right people, reminds them before the deadline, and creates the next one automatically if the form repeats.

Instead of chasing daily inspections, weekly toolbox talks, or monthly equipment checks by hand, you set the schedule once and let it run.

How It Works

Go to Scheduled Forms and click the + (Add) button to open the Add New Scheduled Form window . Fill in the fields below, then click Save.

Template (required) — Choose the form you want completed. Click the + icon to search your list of templates.
Due At (required) — Pick the date and time the form must be submitted by.
Hours Notified Before (optional) — Enter the number of hours before the due time that you want the reminder to go out. For example, entering 8 on a form due at 5:00 PM sends the reminder at 9:00 AM that morning. Leave it blank if you don't want an early reminder.
Workers (optional) — Assign the form to specific people. You can select more than one worker at a time, so a single schedule can cover a whole crew without creating a separate entry for each person.
Roles (optional) — Assign the form to a role instead of naming people individually. Everyone who holds that role receives the scheduled form. This is the fastest way to reach a group — select Supervisor, for example, and every supervisor gets the form. If someone is added to that role later, they're included going forward, so you don't have to revisit the schedule every time your team changes.
Project (optional) — Link the form to a project so the submission is filed against the right job.
Recurrence (optional) — Choose how often the form should repeat. Leave it set to None for a one-time form.

Recurrence Options

Option	What it does
None	The form is created once, for the due date you set.
Daily	Repeats on the specific weekdays you choose (for example, Monday through Friday only).
Weekly	Repeats on the same weekday every week.
Monthly (by Date)	Repeats on the same calendar date each month — the 15th, for example.
Monthly (by Day)	Repeats on the same week and weekday each month — the second Tuesday, for example.

When Forms Appear and How They're Tracked

A scheduled form shows as Scheduled when it's due today.
Forms scheduled for a future date stay hidden until that date arrives, so workers aren't looking at a long list of things they can't do yet.
Corfix checks schedules every 15 minutes to update statuses and create forms as their due dates come up.
Smart skipping: if a worker already submitted the form within the required period, Corfix skips creating the next one. You get the compliance record without duplicate paperwork.

What Workers See

On mobile, assigned workers can:

Open their scheduled forms straight from the dashboard
Receive a notification when a form is assigned and again ahead of the deadline
Complete and sign the form on their phone or tablet in the field

Use Cases and Benefits

Daily site inspections — Schedule the inspection form to the Site Supervisor role, repeating Monday to Friday. Every supervisor on every site gets it, and new supervisors are covered automatically.
Weekly toolbox talks — One weekly schedule assigned to a role reaches the whole crew instead of a dozen individual assignments.
Monthly equipment checks — Use Monthly (by Date) and link it to the project so records stay tied to the right job.
Onboarding paperwork — Assign a one-time form (Recurrence: None) to a handful of new hires by multi-selecting them in the Workers field.
Fewer missed deadlines — Automatic reminders and a clear due date mean less follow-up from the office and better audit records.

How Scheduled Forms Work

This article will summarize how Scheduled Forms work in Corfix — how to set a due date, assign a form to individual workers or to an entire role, link it to a project, add a reminder, and set it to repeat.