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Pre Check-In Form

Collect details before an upcoming Shift.

📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.

The Pre Check-In form gathers necessary details ahead of time (such as health declarations, meal choices, or attendance confirmation) to prepare for an upcoming Shift.

IN THIS ARTICLE:

Where to Assign the Form

The Pre Check-In form can be applied in the following locations of the Rosterfy application:

Organization Level (Global)

Assigning a Pre Check-In form at the organization level applies the feature across all Events and Shifts by default.

  1. Click Settings > Organization Settings.

  2. Click the Events tab.

  3. Click the Default Pre-Checkin Form field dropdown to select a form.

  4. Click the Save button.

Event Level

Assigning a Pre Check-In form within a specific Event's settings assigns the form exclusively for that Event and all of its corresponding Shifts.

  1. Click Events > Events.

  2. Click the More Actions menu on the Event you wish to assign a pre check-in form to.

  3. Click Update. The Event appears:

  4. Click the Shift Defaults tab.

  5. Click the Default Pre-Check-In Form field dropdown to select a form.

  6. Click the Save button.

Shift Level

Assigning a Pre Check-In form on an individual Shift applies the setting strictly to that single Shift, leaving the rest of the Event unaffected.

  1. Click Events > Events.

  2. Click the View Shifts button on the Event the Shift is located. The Event's Shift list appears:

  3. Click the More Actions menu on the Shift you wish to update.

  4. Click Update. The Shift appears:

  5. Click the Forms tab.

  6. Click the Shift Pre Check-In Form field to select a form.

  7. Click the Save button.

Where the Form Appears

The Pre Check-In button is displayed on the Volunteer's Shift card in the User Portal.

Duration and Availability

The Pre Check-In form opens a set time before the Shift starts. Volunteers must complete this form before they can check in using QR codes or email links.

Form Rules

See the following supported and unsupported features:

  • ❌ No shareable link.

  • ❌ Tab breaks not supported.

  • ❌ Page breaks not supported.

  • ✅ Add Content supported.

  • ❌ Add Referees not supported.

  • ✅ Add availability supported.

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