Complete a Form

You can fill out forms and surveys directly from the Forms and Surveys functions.

To complete a form:

  1. If the Main Information page is not displayed, click the Features List link at the top of the current page.

  2. Click the Forms and Survey link on the Administer list.
    The Forms and Surveys Manage Forms page will be displayed.  The page will list all forms for the organization.

  3. If you need to change organizations at this point, you can choose the organization from the Organization drop-down list at the top of the page.

  4. Click the Complete a Form link in the Page Secondary menu area.
    The Fill Out A Form page will be displayed.  A list of available forms is displayed at the bottom of the page.

  5. If you want to narrow the displayed list by performing the search function,
    Enter a keyword or phrase in the Search text box at the top of the page,
    Select whether the system should search the form title or the description for the keyword/phrase from the drop-down list next to the Search text box,
    Click the Search button.
    The system will search the database for the forms containing the keyword/phrase and will redisplay the list of forms with the search results.

  6. Click the title of the form that you want to fill out.
    The form page will be displayed so that you can complete the form. 

  7. If you started to complete this form previously and stopped for some reason, the system will ask if you want to restart the survey or continue where you left off. 
    This will only apply if the form has been set up for restart.

  8. Click Restart if you want to start the form again, or click Continue link if you want to pick up where you left off.
    The form page will be displayed.

  9. If there are multiple pages to the form, you should fill out the current page and then click the Continue button to go to the next page.

  10. When you have completed the form, click the Complete Form at the bottom of the last page.
    The system will store your responses and will display a form completed page.

  11. If you want to view or search for other forms, click the Manage Forms link in the Page Secondary menu to return to the Manage Forms page.

  12. If you are through with the Forms function, you can click the Feature List link at the top of the page to return to the Main Information page.

 

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