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Reviewing a Form

Support avatar
Written by Support
Updated over a year ago

To review submitted forms from contractors/staff, follow the steps below.

1. Go to Forms module

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2. On the Dashboard screen, click the 'Click Here' button to start reviewing the application form.

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3. On the following screen, review/update the details, click the checkbox confirmation then, click 'Save and Submit' button to finish. Some of the options are listed below.

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Save and Exit - Save the application and finish it later.

Request more info - request more details from the contractor.

Set On Hold - set the form to on hold.

Cancel Form - cancel the application

Discard Changes and Exit - discard any changes made and exit.

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