How to Review and Update a Form

1. Once notified there is a Form available to update, access it by selecting the “Awaiting Action/Review” link in the Forms widget on the Dashboard or choose the appropriate Form from the Forms Register using filters as needed.

   

2. Next, enter the required data in the relevant fields in the section(s) which have been enabled. If the Form is a Workflow driven Form, only one section will be available (all other sections will be greyed out), however, if it is a Non-Workflow Form, then all sections the reviewer has access to can be completed at this time.

   

3. If needed, actions required for a Workflow Form section can be delegated to another Form Participant by anyone already assigned to the For Action field for the Section using the Manage Reviewers option from the relevant Section and assigning an alternative participant.

   

4. The Reviewer can link items from other InEight Document modules by selecting More>Link Items. These items will then be visible via the Links tab.

   

5. Once the Reviewer has finished they click Complete Action. If there is more than one possible next Step, this can be selected from the drop down options (e.g. Return to Initiator or Send for Review).

   

6. For Workflow forms, the Review status/current reviewer(s) can now be seen using the Review tab.

   

7. Once the final Step required for a Form has been completed and the Status updated to Closed Out the Form becomes locked and can no longer be edited. If required, an Administrator can reactivate the Form using the Form More button. If it is a Workflow Form, the step the Form should be reactivated from can also be defined.

If at any time the Form is cancelled, details are updated or comments sent to Form participants, they will be notified by email, so long as these notifications have been enabled in User Preferences > Notifications.