User Forms

You can also use the icons in the toolbar to complete tasks unrelated to any sub-tab. This includes managing User Forms for the selected user.

  1. Open the Personal Planner module to the Lists tab and click the User Forms () icon to display the User Forms window.

  2. If applicable, select an existing form from the drop-down list .

  3. To perform another task, complete any of the following:
    1. Click the Add a new Record () icon to display the Add Form window.

    2. Complete the fields as necessary and click OK.  
    1. Select a form question.
    2. Make any necessary edits.
    1. Click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. Select a form and click the Add Action () icon to display the Add Form Action window.
    2. Complete the fields as necessary and click OK.

    1. Select a form and review the question answers.

      • If the answer has not changed, select the question, right-click and select Answer Reviewed.

        • Tip: To mark a whole page as reviewed, right-click a question and select Page Reviewed.

      • If the answer has changed, update as necessary.

        • In the Date column, the time changes to the current time. If you updated the answer and it now requires approval, the text displays in blue.

    1. Select a form and complete any of the following:
      • If the form is active, click the Suspend Form () icon.
        • In the Suspend Form pop-up, enter your suspension reason and click OK.
      • If the form is suspended, select a form and click the Unsuspend Form () icon.
        • Click Yes to confirm you want to unsuspend the form.
    2. If required, get approval.

      3. If suspended, the form displays in the list with gray text.

      If unsuspended, the form is active and no longer displays with gray text.

    1. Select a form and click the View Form History () icon to display the Select Form History window.

      2. The Date list displays all the form’s change dates.

    2. Select a date to view the changes made that day and click OK.
    1. Select a form and click the Print Report () icon.