Workflow Form
Step by Step — Initiate a new workflow form
Summary: Initiate a workflow form when there are multiple form sections to be completed as steps.
Step by Step — Participate in a workflow form
Summary: When you receive a notification that a workflow form needs action, you can access the form and complete the form sections.
Considerations: Multiple users can receive a notification for the same form. All form participants will receive a notification advising them of the forms they need to action.
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From the Forms tile on the Dashboard or the Forms register, click a form name to open it.
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The relevant sections of the form are enabled. Complete the form as required.
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Save the form. When you save the form when other users are working simultaneously in the same form, Document shows a message warning that other users have made changes. When a form is left open and other users have made changes prior to anyone saving it, a list of changes is shown. You can then choose to overwrite the changes with your own or accept the updates other users have made to the form.
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After you have completed your section, click Complete Action.
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If form steps have been configured, you will be prompted to nominate the next step of progressing forward or reverting to a previous step.
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After the final step for a form has been completed and the status updated to Closed Out, the form becomes locked and can no longer be edited. The Iinitiator or a user with full access to forms from the same company can reactivate the form within the Forms register. Forms with a status of Outstanding can still be edited.