---
title: "Submit a Form (R365 Training)"
slug: "submit-a-form-r365-training"
description: "Start, complete, and submit an ad-hoc form in R365 Training from the Checklists and Forms page. Reopen saved incomplete forms."
updated: 2026-03-30T15:27:25Z
published: 2026-03-30T15:27:25Z
canonical: "docs.restaurant365.com/submit-a-form-r365-training"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Submit a Form (R365 Training)

Forms are ad-hoc checklists that can be started and submitted at any time from the **Checklists and Forms page**.

---

## Starting a Form

The steps to start a form depends on whether the form has already been submitted on the current day.

If no submissions exist today, selecting the form automatically opens a new submission.

****Start a Form (no prior submissions)****

1. Navigate to the **Checklists and Forms page**.
2. Select **Forms**.
3. If prompted, select the desired **location**.
4. Select the **desired form**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NMW7BRF3.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-H733JDZE.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

If at least one submission exists for the form today, selecting the form opens the most recent submission. To initiate a new submission, select **Start New** from the menu.

****Start a New Form (after prior submissions)****

1. Navigate to the **Checklists and Forms page**.
2. Select the **Forms** tab.
3. If prompted, select the desired **location**.
4. Select the **menu button** for the desired form.
5. Select **Start New**.

> [!WARNING]
> Each form supports only one incomplete submission at a time. Starting a new form clears any saved entries in the existing incomplete submission.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NMW7BRF3.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WPJO502E.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9JY2JBFR.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

---

## Complete and Submit a Form

Once a form has been started, any changes are automatically saved. If closed, the form can be reopened and edited until the submit button is clicked.

****Complete and Submit an Open Form****

1. **Open** the desired form.
2. **Expand the form sections** to view input fields.
3. Complete all **required fields**.
4. Select **Submit**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CAS09NM9.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

****Reopen a Saved Form****

1. Navigate to the **Checklists and Forms page**.
2. Select the **Forms** tab.
3. If prompted, select the desired **location**.
4. Select the **menu button** for the desired form.
5. Select **View History**.
6. Select the **incomplete form**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NMW7BRF3.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WPJO502E.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-P6YKXL3E.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L8NE61J7.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A51Z&se=2026-11-10T17%3A57%3A51Z&sr=c&sp=r&sig=MHmr5OGtuj0rJtb9Ni7uA0Sn59UUwM81%2FIp0my%2BuSAc%3D)