Your form is mapped. The template is in your project. But how do you get started? We'll show you how.
Contents
Process
FAQs
NOTE: You can click on any of the pictures in this article to make them larger.
1) Go to Paperwork > Send Paperwork > Form to Fill-in
2) Add your recipients
You can add individual crew members, Departments or Distro Groups.
Start typing a name, email or group for it to appear at the top of the list.
3) Choose your COVID form from the drop down menu
4) Write a message for your recipients
This is a good place to remind your crew of any COVID protocols they must follow.
5) Schedule your Summary Email (if you'd like), then choose your sending option
The Summary Email will be sent to you at the time you choose and show you who has not filled out the form and who has triggered an alert. Learn more about setting up and using Summary Emails here.
You have three sending options:
Send now - will send immediately after clicking the "Send" button
Schedule for later - will send at the time and date you choose.
Schedule Recurring Paperwork - will send at the time and date you choose at the frequency you choose (for example, every weekday morning at 7:00).
6) Click Send and you're done!
It will ask if you'd like to save this process as Workflow every time. There are other ways to set up a Workflow, so you can always just click "Send."
7) BONUS: Remind your crew that if they have a Crew Personal Space, they can fill out their COVID forms in one location - no more digging through their inbox!
FAQs
Do I have to go through this process every time I send a form?
Not unless you want to! You can schedule the form to send every day at a certain time. Or you could save the form and message as part of a Workflow for easier set up.
How can I see who has (or has not) filled in their form?
The easiest way is to check on the Forms page within the Paperwork module. If you prefer a spreadsheet version, there are two methods you can use the Report Method.
How do I set up my Summary Email?
You can learn how to do that in this article.
Do I have to schedule a Set Pass email?
You don't have to! They're sent automatically as soon as your crew member finishes fill out their form. You can learn about Set Pass emails here.
What's the difference between Set Pass emails, Alert emails, and Summary emails?
How can I see a history of the answers to this form?
Learn how to do that here.
I don't see my COVID form in the drop down menu (step 3 above). What should I do?
Someone from the Customer Success team at SetKeeper can check and make sure it was added to your project. You can contact support@setkeeper.com for assistance.
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Congratulations Now you have everything you need to send or schedule your COVID forms! 💪
Keywords: COVID; health declaration; send form; send COVID form; send health declaration; Set Pass; Summary Email;