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Schedule e-Folder
Human-Focus avatar
Written by Human-Focus
Updated over a week ago

By scheduling your e-Folder you can ask the user to complete the same e-Checklists regularly to ensure necessary checks are completed within your chosen time frame.

Go to e-Checklists > Administration

Click on an e-Folder to view e-Folder Options

Select Schedule e-Folder

Choose the Schedule Type

You can choose from

  • None - the e-Folder and e-Checklists within it will be available at all times

  • One Off - the e-Folder will be available only once

  • Minutes - the e-Folder will be available every specified minutes on the days selected

  • Hourly - the e-Folder will be available every specified hours on the days selected

  • Daily - the e-Folder will be available for the selected day(s)

  • Weekly - the e-Folder will be available weekly

  • Monthly - the e-Folder will be available monthly

  • Annually - the e-Folder will be available annually

  • Custom- customise when the e-Folder will be available

Set the Reminder email notifications

Before Expiry - choose a timeframe for the alert to be sent before the e-Folder is no longer available.

When you have chosen your time frame, select Add

These will only be sent to users who have their notifications activated. This can be checked and enabled in Assign Users.

Select Update Schedule to save changes

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