If you need daily or weekly safety forms or checklists completed by your team, you can monitor and verify when team members have not completed their forms by a specific defined date or time. With Active Insight Monitoring (AIM), FastField makes monitoring critical activities within your account easy. For example, AIM can allow you to run a scheduled checkup on which users have not completed, or submitted, forms and trigger alerts.
Let's get started with an example. I want to run a weekly check to see who has not completed their assigned safety documents.
First, go to the AIM tab in the portal.
Next, lets set up a New Alert
Now, name the alert and set up a condition that will trigger the alert
Build a new KPI
Set up your KPI like this
Note: change your date range to the whatever range is suitable for your use case.
Important Detail: You will need to add a Group By filter at the bottom of your KPI. Select the Submitted by text field in the form that you are using or make sure there is a similar indicator to select.
Run a Test
You can see that when I click on "This Week" it shows that only 1 user has completed their safety form.
Finalize the Condition
This condition will analyze the users with no completed safety forms
Set up Alerts
You can send multiple alerts to different users and email addresses through push notifications, email and webhook. To learn more about alert scheduling please reference this article.