Require checks before people tap in

Choose forms that must be completed before anyone can start their shift.

For administratorsPortal3 min read

Before you start

• The Global Admin role.
• A published form. See Publish a form and manage revisions.

Tap In checks are forms people must complete before they can tap in. Use them for anything that has to happen before work starts.

Common Tap In checks

• A daily start-of-shift declaration.
• A vehicle or equipment check.
• A temperature or hygiene check before entering a clean area.
• A site briefing acknowledgment.

1. Open Tap In settings Go to Company › Settings › Tap In.
2. Add a form Select Add form and choose a published form.
3. Choose who it applies to Pick Everyone or One group, then choose the group.
4. Save The check applies from the next tap in.

You can disable a check for a while, edit who it applies to, or remove it.

What people see

Before tapping in, the app shows Before you tap in with each required check and how many are complete. Each check says whether it's required for everyone or for their group. If a scored form doesn't pass, it's marked for review. See Complete required checks before tapping in.

Tip

Score the form and show results to the person submitting, so they know straight away whether they're ready. See Score a form.