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Check-In Form

Record Shift start times, verify volunteer attendance, and manage activity access.

📌 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 Check-In form confirms Volunteer arrival on the day, records Shift start times, and grants access to Shift activities.

IN THIS ARTICLE:

Where to Assign the Form

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

Organization Level (Global)

Assigning a 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 Shift Check-in Form field dropdown to select a form.

  4. Click the Save button.

Event Level

Assigning a 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 check-in form to.

  3. Click Update. The Event appears:

  4. Click the Shift Defaults tab.

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

  6. Click the Save button.

Shift Level

Assigning a 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 Check-In Form field to select a form.

  7. Click the Save button.

Where the Form Appears

Clicking the Check-In button during the check-in process prompts the form to appear. The form also appears when a Leader is checking a Volunteer in, or a Volunteer is checking in via self check-in methods.

Duration and Availability

The Check-In form is active during a Shift's check-in window.

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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