Linking Forms to Calendar Events
Creation date: 24/9/2026 11:30 am
Updated: 24/9/2026 11:42 am
Link forms to a calendar event so the people involved can easily access the forms they need. This is useful for activities such as an upcoming remote branch audit or scheduled emergency evacuation drills.
Before you begin
You must have admin authority or be a Health & Safety contact to link forms to an event.
Create an event and link forms
- Open Calendar and click the date for your event.
- Enter the event name, location, start time and duration.
- For a repeating activity, select Recurring Event and set the recurrence.
- Invite the relevant people. You can select individuals or predetermined groups.
- Under Link Forms to Event?, select Yes.
- Choose the form or forms you want to link.
- Click Save Event.
For example, you could schedule a remote branch audit and link the relevant audit forms, or create recurring emergency evacuation drills with a form to record the outcome of each drill.
Access and complete linked forms
- On the web: Open the calendar event and select Complete Forms.
- On the mobile app: Open the manually created event to access its linked forms.
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