Review Forms

How to verify your records

How to Submit a Form for Review 

1. Open the form (via Tasks or Forms)
2. Complete the form
3. Select Submit
4. In the side panel, select to save as a Draft or submit for Review.
5. Select Review

How to Verify a Form as a Reviewer

1. Access the form via Tasks or Forms 
2. Select the Form to review from the table
3. Review the form and sign off on the Verification Panel (if applicable)
4. Select Submit
5. In the side panel select either:
   • Rejected to reject the form which will send the form back to the assigned individual for further information, correction or clarification 
   • Completed to submit the form as completed and close the review loop
     

Where to Find Rejected Forms

1. Navigate to the Forms under the 'Rejected' tab or the Tasks to find the form reassigned to you under 'Due Today' 
2. Open the form and correct the issue
3. Submit  for Review