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Home > EMResource > Guide - Forms > Complete and Send a Form


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Assigned users

You and

resources can (and

/or the resources you are associated with may be required to

)

complete and submit forms. If you have pending forms that need to be completed,

you will be notified as follows:When you log in to

the

application, any new

forms open

automatically so that you can complete them right away.The right side of the title bar shows the pending forms (number) action button. Click it to open

when you access EMResource. If you open, but do not complete and send the forms, they remain accessible through the Form List.

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You can view pending forms

at any time

by clicking

the

the pending forms

action button or by opening the Form menu in the main navigation bar and selecting

 link in the page utilities bar or through the main menu, by clicking Form and selecting Form List.

The

The My Forms List page opens.

The

The My Pending Forms

section

 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

form's

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

the

the My Unsent Forms

queue

 queue.

Click Send

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
can Delete it.
  • can Delete 
  • If you decide you do not want to submit the form and you do not want to save a draft, simply
click
  • click Delete Formin
the
  • the Select Completed Form Recipients
window.
  • 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

You can access a form in a number of ways:

There are several ways to access, complete, and submit a form. Please follow the most appropriate path for you, as described in this procedure.

  1. If the form opens automatically, proceed
to
  1. to step
4
  • Click the form's quick link, and proceed to step 3.

  • Open the Form menu in the main navigation bar and select 
    1. 3.

    If the form did not open automatically, do one of the following:

    1. 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

    1. Activate Form. The Activate Forms page opens.

    Open the Form menu in the main navigation bar and select 
    1. 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.

    Click the pending forms button on the right side of the page.
  • 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.
    1. 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.

    Do one of the following:
    1. b.    Locate the form and, on that row, click Fill Out. The form opens in a new window.

    Fill in
    1. Enter the
    form
    1. requested information.
    Click Complete. The Select Completed Form Recipients page opens.
    1. Click Submit.

    Tip: If you do not want to complete the form

    at this time

    currently, click 

    Save rather than Complete

    Save as Draft. The

    system

    solution saves your

    changes so

    work and you can access

    them

    it later

    .
  • Select the check box for each user who should receive the completed form.

  • Click Send Form.

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    through the Form List.