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Check-Out Form

Track total completed hours, log Shift end times, and collect volunteer feedback.

📌 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-Out form records Shift end times, tracks total hours completed, and logs any additional Shift feedback or updates.

IN THIS ARTICLE:

Where to Assign the Form

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

Organization Level (Global)

Assigning a Check-Out 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 Out Form field dropdown to select a form.

  4. Click the Save button.

Event Level

Assigning a Check-Out 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-out form to.

  3. Click Update. The Event appears:

  4. Click the Shift Defaults tab.

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

  6. Click the Save button.

Shift Level

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

  7. Click the Save button.

Where the Form Appears

Clicking the Check-Out button prompts the form to appear. The form also appears when a Leader is checking a Volunteer out or a Volunteer is checking out via self check-out methods.

Duration and Availability

The Check-Out form is active during the check-out 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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