Review User Forms

You can review user forms from the Personal Planner.

To review a user form:

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



2. Select an existing form from the drop-down list .



3. 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.