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Corfix Admins
Here you can find all the answers to your questions for the Corfix Admin.
Dashboard
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 Other Contacts in a Project?
- 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?
Workers
- My worker is stuck in 'Pending Email Verification'—how do I reset them?
- How do I update a Worker's Kiosk PIN?
- How to assign a Pay Rate to a Worker
- How to Reactivate Blocked Workers in Corfix?
- Can I transfer an employees data from one account to another?
- How do I change a worker’s status from Active for Kiosk to Active?
- 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?
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 to Create an External QR Code in Corfix
- 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?
- (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?
- How can I send out a completed form to an external supervisor (Project basis)?
- How to Sign a Form or Add Yourself as a Signer (Admin View)
- How do I edit an existing form?
- How do I bulk delete Forms?
- How to add a signer to an existing form?
- Can I create a QR code for external signers to view and sign a form?
- How Scheduled Forms Work
- How do Private Forms work?
- Can I leave a note on a form?
- How to use Corfix Public Access URL
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?
- How do I set up a Review process for my forms?
- Restricting Access to Form Templates in Corfix
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?
- Workflow: Using Task Resolution Forms for Onboarding
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?
- How to set up offline certifications?
Binders
- How do I download my Binders/Resources?
- How do I hide Binders from workers?
- How do I add Binders in Corfix?
- 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?
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?
- Can I report on a Template field?
- Utilizing Report Thresholds and Best Practices
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?
- 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 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?
- Can I change the punch-in/punch-out times for a workers time card?
- 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 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 timekeeping so workers can punch in and out of cost codes?
- (Admin) Can I export my Timecards to a PDF?
- (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)
- Why Can’t My Worker Punch In / Create a Time Card?
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?
- Understanding Roles and Permissions
- How can I change my email? (admin)
- Notifications in Corfix
- Corfixer FAQ
- My access is denied, why can't I log in?
- How do I edit my Notification Preferences on Admin?
- Corfix Role & Permissions Guide (Pre populated Roles)
General
Assets
Scheduling
Timekeeping Exports/Integrations
- How do I set up my Corfix account for the Quickbooks Desktop (QBD) export?
- How do I export from Corfix and import into Quickbooks desktop(QBD)?
- How do I integrate Corfix with Quickbooks Online (QBO)?
- How do I export timecards to Maestro?
- (Admin) How do I get an ADP Timecard export?
- How do I set up my Corfix account to prepare for the Jonas Enterprise Expanded export?
- How do I upload the Jonas Enterprise Expanded file?
- How do I export timecards to Jonas Construction Enterprise?
- How do I export time cards for Jonas Premier?
- Will Timekeeping Hours for Blocked Workers still export?
- How to integrate Acumatica with Corfix