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You and/or the resources you are associated with
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may be required to
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complete and submit forms. If you have pending forms that need to be completed,
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the
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forms open
...
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when you access EMResource. If you open, but do not complete and send the forms, they remain accessible through the Form List.
You can view pending forms
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by clicking
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the pending forms
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link in the page utilities bar or through the main menu, by clicking Form and selecting Form List.
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The My Forms List page opens.
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The My Pending Forms
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section shows the forms you are responsible for completing and submitting. If you have rights to a resource, forms designated for that resource also appear in your pending forms queue. The page shows each
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form’s title, when it was activated and by whom, and its recipient (you or your resource). If you have saved a draft of a form, it remains available to you in this queue.
Forms that you have completed without designating recipients appear in
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the My Unsent Forms
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queue.
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Click Send to select recipients and send the form.
Note the following about completing a form:
- You can save a form without submitting it and return to it later. This is especially useful when you need to pause the process in order to locate additional information.
- You must fill in all required fields (
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- ) before you can complete the form.
- If you are required to complete the form, it remains in your pending forms queue, and you cannot delete it. If you are not required to complete it, you
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- can Delete
- If you decide you do not want to submit the form and you do not want to save a draft, simply
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- click Delete Formin
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- the Select Completed Form Recipients
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- This option is available only for forms that are not set up to be mandatory.
- You can temporarily close the pop-up (snooze); however, if you are required to complete the form, it will continue to re-open periodically until you complete and submit it.
To submit a form
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There are several ways to access, complete, and submit a form. Please follow the most appropriate path for you, as described in this procedure.
- If the form opens automatically, proceed
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- to step
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- 3.
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If it did not open automatically, do one of the following:
Otherwise, to open the form, take one of these actions.
Where…
What…
In the solution bar,
Click the quick link. The form opens.
In the main menu,
a. Click Form and, in the list, select Activate Form. The Activate Forms page opens.
b. Locate the form and, on that row, click Fill Form. The form opens in a new window.
In the main menu,
a. Click Form and, in the list, select Form List. The My Forms List opens.
b. Locate the form and, on that row, click Fill Out. The form opens in a new window.
In the page utilities bar,
a. Click Pending Forms. The My Forms List opens.
b. Locate the form and, on that row, click Fill Out.
Click the form's quick link, and proceed to step 3.
Open the Form menu in the main navigation bar and select Activate Form. The Activate Forms page opens.
Open the Form menu in the main navigation bar and select Form List. The My Forms List opens.
Click the pending forms button on the right side of the page. The My Forms List opens.
Do one of the following:
If you are in the Activate Forms page, locate the form and click its Fill Form link.
If you are in the My Forms List, locate the form and click its Fill Out link.
The form opens in a new window.
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- Enter the
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- requested information.
- Click
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- Submit.
Tip: If you do not want to complete the form
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currently,
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click Save as Draft. The
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solution saves your
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work and you can access
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it later
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Select the check box for each user who should receive the completed form.
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through the Form List.