Forms
The 'Forms to Confirm' view and 'Forms to Approve' view are displayed off the forms menu by default. These views can be switched off in...
Tue, 24 Sep, 2024 at 10:38 AM
Forms can be created by going to the 'Forms' menu off the main menu. A list of available form templates will be displayed to the user. Onc...
Wed, 9 Sep, 2020 at 10:47 AM
When a user has completed filling out a form and no further changes are required they should 'Confirm' the form by clicking on the 'Confirm'...
Wed, 3 Feb, 2021 at 7:45 AM
If a form has been 'Confirmed' then the next step is to 'Approve' it. Only the assigned approver(s) can approve the form by going into the f...
Sun, 15 Dec, 2024 at 7:13 PM
If a form has been 'Confirmed' then the next step is to 'Approve' it. However, if the form is not complete or incorrectly submitted you can ...
Fri, 16 Aug, 2024 at 7:00 PM
A form can be re-activated (moved back to 'Active' status) if it is confirmed, approving, or completed by a user with the 'QA Manager' role....
Wed, 10 Feb, 2021 at 10:01 PM
All changes to forms are recorded and can be viewed in version history. To view a form history go to the Form List by selecting a form template from th...
Thu, 10 Sep, 2020 at 8:21 PM
To view who has created, updated, confirmed, or approved a form go to the form and click on the information icon. The audit panel will be displayed which w...
Wed, 1 Sep, 2021 at 5:35 PM
You can highlight help text on a field red by selecting the 'Highlight help text red' option when adding a field.
Mon, 24 Oct, 2022 at 8:47 PM
Owners can be assigned to a form when the form is being edited. This allows a user to filter on their active forms only, i.e. what forms that are the owner ...
Tue, 24 Sep, 2024 at 10:04 AM