Complete a Form or Task on the Web

There are several ways to complete a form or task. This depends on how it is set up by your administrator and what the next steps are.

Save a form or task

When you do not have enough time to complete a form or task in its entirety, or not all information about the event is readily available, you can save your work and continue. You can also save and close the form, and then return to the form later to complete and submit it.

If you are filling out a form and want to start a new event immediately after saving the current event, click the Save & close drop-down button, and then select Save & start new event.

When the form or task is locked, an Item Locked message shows. For more information about locked forms or tasks, see Locked forms or tasks in Forms and Tasks.

Assign a task

As part of filling out a task, you might have to assign it to someone else to complete a portion of it. To assign a task, click the Assign button. If you want to start a new task immediately after assigning the current task, click Assign and start new task.

Submit a form or task

When you have completed the form or task, you are ready to submit it or send for manager review. This is the end of what you need to complete. An email notification, if configured, is typically sent to the manager, or assigned parties.

As part of closing out the form or task, a signature may be required, and the button varies depending on what type of form or task it is.