[{"data":1,"prerenderedAt":120},["ShallowReactive",2],{"help-article-check-form-builder-management":3,"help-articles-nav":10},{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"content":9},"check-form-builder-management","Admin","Check Form Builder & Management","Learn how to create, manage, and customise check forms for your food business using Forkto's Check Form Builder.","2026-03-18T00:00:00.000Z","\u003Cp>The Check Form Builder lets you create custom digital forms for operational checks in your business — things like opening checklists, cleaning schedules, delivery checks, or any other routine procedure your team needs to complete. Once a form is built, you can assign it to locations and schedule it to appear automatically.\u003C/p>\n\u003Ch2>Overview\u003C/h2>\n\u003Cp>There are two main areas:\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>Check Forms\u003C/strong> — where you view, manage, activate, and organise all your existing forms.\u003C/li>\n\u003Cli>\u003Cstrong>Check Form Builder\u003C/strong> — where you create new forms or issue new revisions of existing ones.\u003C/li>\n\u003C/ul>\n\u003Cp>You’ll also find a \u003Cstrong>Form Library\u003C/strong> with pre-built templates you can adopt and customise.\u003C/p>\n\u003Ch2>Creating a New Form\u003C/h2>\n\u003Cp>To create a form from scratch:\u003C/p>\n\u003Col>\n\u003Cli>Go to \u003Cstrong>Check Forms\u003C/strong> and click the \u003Cstrong>‘New Form’\u003C/strong> button.\u003C/li>\n\u003Cli>The builder opens with two panels:\u003C/li>\n\u003C/ol>\n\u003Ch3>Form Details (left panel)\u003C/h3>\n\u003Cul>\n\u003Cli>\u003Cstrong>Title\u003C/strong> (required) — the name of the form (e.g., “Opening Checklist”, “Delivery Check”).\u003C/li>\n\u003Cli>\u003Cstrong>Description\u003C/strong> (optional) — a brief explanation of the form’s purpose.\u003C/li>\n\u003Cli>\u003Cstrong>Reference Code\u003C/strong> (required) — a short code to identify the form (e.g., “FK-FS-01”, “HACCP”).\u003C/li>\n\u003Cli>\u003Cstrong>Revision Number\u003C/strong> (required) — starts at 1 for new forms.\u003C/li>\n\u003Cli>\u003Cstrong>Location(s)\u003C/strong> (required) — select which locations this form applies to. You must assign at least one.\u003C/li>\n\u003Cli>\u003Cstrong>Department(s)\u003C/strong> (optional) — assign to specific departments if your account has the Departments feature.\u003C/li>\n\u003C/ul>\n\u003Ch3>Form Preview (right panel)\u003C/h3>\n\u003Cp>This shows a live preview of your form as you build it. Click \u003Cstrong>‘Add element to form’\u003C/strong> to start adding fields.\u003C/p>\n\u003Col start=\"3\">\n\u003Cli>Once you’ve added all your fields, click \u003Cstrong>‘Create Form’\u003C/strong> to save.\u003C/li>\n\u003C/ol>\n\u003Ch2>Field Types\u003C/h2>\n\u003Cp>When adding an element to your form, you can choose from the following types:\u003C/p>\n\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>Field Type\u003C/th>\n\u003Cth>What It Does\u003C/th>\n\u003C/tr>\n\u003C/thead>\n\u003Ctbody>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Description / Instructions\u003C/strong>\u003C/td>\n\u003Ctd>Display-only text for guidance or notes — not an input field.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Yes / No / NA\u003C/strong>\u003C/td>\n\u003Ctd>Radio buttons for Yes, No, or Not Applicable answers.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Yes / No / NA with Files & Comments\u003C/strong>\u003C/td>\n\u003Ctd>Same as above, with the option to attach photos and add comments.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Yes / No (Boolean)\u003C/strong>\u003C/td>\n\u003Ctd>Simple Yes or No toggle.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Text (Short)\u003C/strong>\u003C/td>\n\u003Ctd>Single-line text input.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Text (Long)\u003C/strong>\u003C/td>\n\u003Ctd>Multi-line text area for longer answers.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Number\u003C/strong>\u003C/td>\n\u003Ctd>Numeric input.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Date\u003C/strong>\u003C/td>\n\u003Ctd>Date picker.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Time\u003C/strong>\u003C/td>\n\u003Ctd>Time picker.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Date & Time\u003C/strong>\u003C/td>\n\u003Ctd>Combined date and time picker.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Dropdown\u003C/strong>\u003C/td>\n\u003Ctd>A dropdown menu with custom options that you define.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Temperature\u003C/strong>\u003C/td>\n\u003Ctd>Temperature input with configurable min/max range for validation.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Signature\u003C/strong>\u003C/td>\n\u003Ctd>Signature capture field.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Image Attachment\u003C/strong>\u003C/td>\n\u003Ctd>File upload for photos or documents.\u003C/td>\n\u003C/tr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Supplier List\u003C/strong>\u003C/td>\n\u003Ctd>Dropdown populated from your \u003Ca href=\"/help/suppliers-management\">suppliers\u003C/a>.\u003C/td>\n\u003C/tr>\n\u003C/tbody>\n\u003C/table>\n\u003Cp>Each element has a \u003Cstrong>title\u003C/strong> (the question or label) and an optional \u003Cstrong>description\u003C/strong> (help text shown below the field).\u003C/p>\n\u003Cp>For \u003Cstrong>Dropdown\u003C/strong> fields, you’ll need to add at least one option. Options can be reordered using the up/down arrows.\u003C/p>\n\u003Cp>For \u003Cstrong>Temperature\u003C/strong> fields, you can set a \u003Cstrong>minimum\u003C/strong> and \u003Cstrong>maximum\u003C/strong> temperature to flag out-of-range readings.\u003C/p>\n\u003Ch2>Reordering and Duplicating Fields\u003C/h2>\n\u003Cul>\n\u003Cli>Use the \u003Cstrong>up/down arrows\u003C/strong> on each element to change the order.\u003C/li>\n\u003Cli>Use the \u003Cstrong>duplicate\u003C/strong> button to copy an element — useful when you have similar questions.\u003C/li>\n\u003Cli>Use the \u003Cstrong>delete\u003C/strong> button to remove an element.\u003C/li>\n\u003C/ul>\n\u003Ch2>Managing Your Forms\u003C/h2>\n\u003Cp>The \u003Cstrong>Check Forms\u003C/strong> page lists all your forms with options to filter and organise them.\u003C/p>\n\u003Cp>\u003Cstrong>Display options:\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>Switch between \u003Cstrong>table view\u003C/strong> and \u003Cstrong>card view\u003C/strong>.\u003C/li>\n\u003Cli>\u003Cstrong>Search\u003C/strong> by form title or description.\u003C/li>\n\u003Cli>\u003Cstrong>Filter by department\u003C/strong> (if Departments feature is enabled).\u003C/li>\n\u003Cli>Toggle \u003Cstrong>‘Show Archived Forms’\u003C/strong> to reveal archived forms.\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>Table columns:\u003C/strong>\u003C/p>\n\u003Cul>\n\u003Cli>Title, Issue Date, Issued By, Reference, Revision, Locations, Departments, and Description.\u003C/li>\n\u003C/ul>\n\u003Ch2>Activating and Deactivating Forms\u003C/h2>\n\u003Cp>Forms must be \u003Cstrong>activated\u003C/strong> before they appear in the Checks section for your team to complete.\u003C/p>\n\u003Cul>\n\u003Cli>In the form management view, use the \u003Cstrong>Activate / Deactivate\u003C/strong> toggle on each form.\u003C/li>\n\u003Cli>\u003Cstrong>Active\u003C/strong> forms are available for scheduling and completion.\u003C/li>\n\u003Cli>\u003Cstrong>Inactive\u003C/strong> forms are hidden from the Checks page but can be reactivated at any time.\u003C/li>\n\u003C/ul>\n\u003Ch2>Revisions and Version Control\u003C/h2>\n\u003Cp>Instead of editing a form directly, Forkto uses a \u003Cstrong>revision system\u003C/strong>. This keeps a history of changes and ensures completed checks reference the correct version of the form.\u003C/p>\n\u003Cp>To create a new revision:\u003C/p>\n\u003Col>\n\u003Cli>Find the form in the Check Forms list.\u003C/li>\n\u003Cli>Click \u003Cstrong>‘New Revision’\u003C/strong>.\u003C/li>\n\u003Cli>The builder opens with the form’s current content and an incremented revision number.\u003C/li>\n\u003Cli>Make your changes — add, remove, or update fields as needed.\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Issue New Revision’\u003C/strong> to save.\u003C/li>\n\u003C/ol>\n\u003Cp>The previous revision is automatically deprecated, and the new one becomes the active version. All historical checks completed against the old revision are preserved.\u003C/p>\n\u003Ch2>Scheduling Forms\u003C/h2>\n\u003Cp>Once a form is active, you can schedule it to appear automatically for your team. Scheduling options include:\u003C/p>\n\u003Cul>\n\u003Cli>\u003Cstrong>2x per hour\u003C/strong>, \u003Cstrong>3x per hour\u003C/strong>, or \u003Cstrong>Hourly\u003C/strong>\u003C/li>\n\u003Cli>\u003Cstrong>Daily\u003C/strong> — at a specific hour\u003C/li>\n\u003Cli>\u003Cstrong>Weekly\u003C/strong> — on a specific day and hour\u003C/li>\n\u003Cli>\u003Cstrong>Monthly\u003C/strong> — on a specific date or weekday and hour\u003C/li>\n\u003C/ul>\n\u003Cp>Schedules are set per location, so different sites can have different schedules for the same form.\u003C/p>\n\u003Ch2>Using the Form Library\u003C/h2>\n\u003Cp>The \u003Cstrong>Form Library\u003C/strong> provides pre-built templates for common checks. To use one:\u003C/p>\n\u003Col>\n\u003Cli>Go to the \u003Cstrong>Form Library\u003C/strong>.\u003C/li>\n\u003Cli>Browse the available templates (e.g., Food Cook Log, Delivery Driver Readiness Check, Fire Drill Check).\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Preview’\u003C/strong> to see the form before adopting it.\u003C/li>\n\u003Cli>Click \u003Cstrong>‘Adopt this form’\u003C/strong> — the template opens in the builder where you can customise it.\u003C/li>\n\u003Cli>Adjust the title, reference code, fields, and location assignments to suit your business.\u003C/li>\n\u003Cli>Save as a new form.\u003C/li>\n\u003C/ol>\n\u003Ch2>Archiving Forms\u003C/h2>\n\u003Cp>To remove a form from active use while keeping it for reference:\u003C/p>\n\u003Col>\n\u003Cli>In the Check Forms list, click the \u003Cstrong>‘Archive’\u003C/strong> button on the form.\u003C/li>\n\u003Cli>The form will be hidden from the main view.\u003C/li>\n\u003C/ol>\n\u003Cp>To view or restore archived forms, toggle \u003Cstrong>‘Show Archived Forms’\u003C/strong> and click \u003Cstrong>‘Unarchive’\u003C/strong> on the form you want to bring back.\u003C/p>\n\u003Ch2>Auditor Access\u003C/h2>\n\u003Cp>If your account has the \u003Cstrong>Auditor\u003C/strong> role, you can view check forms and their details but cannot create, edit, activate, or archive them.\u003C/p>\n\u003Chr>\n\u003Cp>Well-designed check forms are the foundation of consistent operational standards. Build forms that are clear and easy for your team to complete, and use revisions to keep them up to date as your processes evolve.\u003C/p>\n",[11,16,21,23,28,33,38,43,48,53,58,63,68,73,78,83,88,93,98,104,110,115],{"id":12,"category":5,"title":13,"description":14,"lastUpdated":8,"excerpt":15},"allergens","Allergen Management","Learn how to manage allergen information for your menu items and generate allergen matrix reports in Forkto.","\nThe Allergens page in Forkto lets you track which of the 14 major allergens are present in your menu items. You can view your allergen data as a matr...",{"id":17,"category":5,"title":18,"description":19,"lastUpdated":8,"excerpt":20},"audits","Audits","Learn how to create, perform, and score internal and external audits in Forkto.","\nThe Audits feature in Forkto lets you perform structured audits of your business — covering hygiene, structural, and management standards. You can re...",{"id":4,"category":5,"title":6,"description":7,"lastUpdated":8,"excerpt":22},"\nThe Check Form Builder lets you create custom digital forms for operational checks in your business — things like opening checklists, cleaning schedu...",{"id":24,"category":5,"title":25,"description":26,"lastUpdated":8,"excerpt":27},"clock-in-clock-out","Clock In / Clock Out","Learn how to track working hours using Forkto's Clock In / Clock Out feature for accurate time management.","\nThe Clock In / Clock Out feature in Forkto lets your team record their working hours. Staff clock in at the start of a shift and clock out when they ...",{"id":29,"category":5,"title":30,"description":31,"lastUpdated":8,"excerpt":32},"complaints","Complaints","Learn how to log, track, and resolve supplier complaints in Forkto.","\nThe Complaints feature in Forkto lets you log and track complaints against suppliers when there's an issue with a meat delivery. You can document the...",{"id":34,"category":5,"title":35,"description":36,"lastUpdated":8,"excerpt":37},"departments","Departments","Learn how to create and manage departments to organise your team and control access to data in Forkto.","\nDepartments in Forkto let you organise your team into groups — such as Kitchen, Front of House, or Production. Departments control which data team me...",{"id":39,"category":5,"title":40,"description":41,"lastUpdated":8,"excerpt":42},"files-management","Files Management","Learn how to upload, organise, and manage important documents for your food business using Forkto's Files section.","\nThe Files page in Forkto gives you a central place to store and manage important documents for your business — things like certificates, policies, su...",{"id":44,"category":5,"title":45,"description":46,"lastUpdated":8,"excerpt":47},"intakes","Intakes","Learn how to book in meat, ingredients, packaging, and deliveries using Forkto's intake system.","\nIntakes in Forkto are how you record goods arriving at your business. When you book in a delivery of meat, ingredients, or packaging, the items are a...",{"id":49,"category":5,"title":50,"description":51,"lastUpdated":8,"excerpt":52},"issues","Issues & Corrective Actions","Learn how to create, track, and resolve issues and corrective actions in Forkto to maintain food safety standards.","\nThe Issues feature in Forkto helps you track problems and corrective actions across your business. Issues can be created manually or generated automa...",{"id":54,"category":5,"title":55,"description":56,"lastUpdated":8,"excerpt":57},"locations-management","Locations Management","Learn how to add, edit, and manage the locations of your food business in Forkto.","\nThe Locations page in Forkto lets you manage all the physical sites your business operates from. Each location can have its own address, temperature ...",{"id":59,"category":5,"title":60,"description":61,"lastUpdated":8,"excerpt":62},"products","Products","Learn how to produce, track, and label products from your recipes in Forkto.","\nThe Products section in Forkto is where you produce finished products from your [recipes](/help/recipes). When you run a production, stock is consume...",{"id":64,"category":5,"title":65,"description":66,"lastUpdated":8,"excerpt":67},"reports","Reports","Learn how to view, filter, and export reports across all areas of your business in Forkto.","\nThe Reports section in Forkto gives admins and auditors a central place to view and export data from across the platform — intake records, temperatur...",{"id":69,"category":5,"title":70,"description":71,"lastUpdated":8,"excerpt":72},"client-profile","Settings & Business Profile","Manage your business details, preferences, billing, and account settings in Forkto.","\nThe Settings page is your central hub for managing everything about your Forkto account — from business details and preferences to billing, team acce...",{"id":74,"category":5,"title":75,"description":76,"lastUpdated":8,"excerpt":77},"staff-rota","Staff Rota","Learn how to schedule shifts, manage your team's rota, and let employees view their own schedules in Forkto.","\nThe Staff Rota in Forkto lets you plan your team's work schedule on a weekly calendar. Admins build the rota and publish it, and employees can view t...",{"id":79,"category":5,"title":80,"description":81,"lastUpdated":8,"excerpt":82},"stock-management","Stock Management","Learn how to view and manage your stock levels across all intake types in Forkto.","\nThe Stock page in Forkto gives you a unified view of your inventory across all intake types — meat, ingredients, packaging, deliveries, and produced ...",{"id":84,"category":5,"title":85,"description":86,"lastUpdated":8,"excerpt":87},"suppliers-management","Suppliers Management","Learn how to add, view, and manage your food suppliers in Forkto to keep your supply chain organised.","\nThe Suppliers page in Forkto lets you maintain a directory of all your food suppliers, including their contact details, delivery schedules, and certi...",{"id":89,"category":5,"title":90,"description":91,"lastUpdated":8,"excerpt":92},"training","Training","Learn how to create training courses, assign them to team members, and track completion in Forkto.","\nThe Training feature in Forkto lets you create training courses from PDF documents, assign them to team members, and track who has completed their tr...",{"id":94,"category":5,"title":95,"description":96,"lastUpdated":8,"excerpt":97},"user-management","User Management","Learn how to add, manage, and organise your team members in Forkto, including roles, locations, and access control.","\nUser Management in Forkto lets you add team members, assign roles, control what they can access, and organise them by location. You'll find it under ...",{"id":99,"category":100,"title":101,"description":102,"lastUpdated":8,"excerpt":103},"recipes","Food Management","Recipes","Learn how to create and manage recipes in Forkto, including adding ingredients from stock, setting up labelling details, and producing products.","\nRecipes in Forkto let you define the ingredients, quantities, and details for the food products your business makes. Once a recipe is set up, you can...",{"id":105,"category":106,"title":107,"description":108,"lastUpdated":8,"excerpt":109},"checks","Health & Safety","Checks","Learn how to perform, view, and manage operational checks to maintain standards in your food business.","\nChecks in Forkto let your team complete digital check forms — things like opening checklists, cleaning schedules, delivery inspections, or any other ...",{"id":111,"category":106,"title":112,"description":113,"lastUpdated":8,"excerpt":114},"food-temperature-records","Food Temperature Records","Learn how to log, view, and manage temperature records for food preparation stages to ensure compliance with health and safety standards.","\nFood Temperature Records in Forkto lets you track the temperature of food items through each stage of preparation — cooking, cooling, reheating, hot-...",{"id":116,"category":106,"title":117,"description":118,"lastUpdated":8,"excerpt":119},"temperature-logging","Temperature Logging","Learn how to log, monitor, and manage temperature readings to maintain food safety standards in your business.","\nTemperature Logging in Forkto helps you record and track the temperatures of your fridges, freezers, and other storage areas. Keeping on top of your ...",1779266070426]