Start from: The Daily Schedule.
Locate a form
- Select Forms
from the main menu to open the Forms page. - Select Filter
and choose an option to filter the forms. - Select Search
to search the forms with specified text. - Select the required folder from the folders list.
- Select the required form from the forms list.
Fill out a form
- Select Start New
to begin a new instance of the selected form. - Go through the tasks in the form and answer the questions in each one.
You can add supporting information to each of your answers using the following options:
- Select
to add a comment in the Write here field, then select 
to save it in the Task Feed. - Select
and choose a file to upload and select 
to save it to the Task Feed. - Select
to take a photo and save it to the Task Feed. - Select
to view further task details including Description, Attachments, Answer History and Change Log. - Select
to add an action. Fill in the fields and select Save to record actions associated with this task in the Task Feed.
Note: this option is only available in meeting agenda forms.
- Select Complete once you have answered all questions and any uploaded materials have been attached, the task will close automatically and return you to the Form page.
Note: If a deviation popup appears when answering the questions or completing the form, complete the fields and select SAVE to record actions associated with the task in the Task Feed.
Complete a form
Comments and changes to the form will update the Task Feed immediately. When Complete is selected, the form will be registered as complete on the system.
