This course covers the following topics;
- How do I find Forms?
- How do I create a new Form?
- How do I print a form?
- How do I Approve a step on a Form?
- How do I Reject a Form?
- How do I save a search?
- How do I search for Templates using Form Categories?
Protects your organisation and people by helping you plan, implement and manage company-wide Occupational Health and Safety processes and procedures.
This course covers the following topics;
- How do I find Forms?
- How do I create a new Form?
- How do I print a form?
- How do I Approve a step on a Form?
- How do I Reject a Form?
- How do I save a search?
- How do I search for Templates using Form Categories?
This course covers the following topics;
- How can I see who is next to take action on a Form?
- How can I see who made changes to a form?
- How do I reassign a Form step to another user?
- How do I reassign all instances of a Form to a new user?
This course covers the following topics;
- How do I create a new Template?
- How do I design a basic Form Template?
- How do I add text fields to a Form?
- How do I add, checkboxes and dates to a Form?
- How do I add a lookup to a Form?
- How do I add an Approval Workflow to a Form?
- How do I add a Conditional Approval Workflow to a Form?
- How do I nominate a pool of approvers for a certain stage?
- How do I configure workflow stepback on rejection?
- How do I make a field mandatory?
This course covers the following topics;
- How do I hide a field?
- How do I make fields read-only or editable at certain stages?
- How do I configure an email at a specific stage?
- How do I edit the Form Approval Required email for a specific Template?
- How do I add an attachment to a Template?
- How do I add a dynamic lookup to Forms?
- How do I add a Standard Action to a Form?
- How do I add a child form to a Template?
- How do I configure the subforms to inherit data from the parent Form?
- How do I restrict access to a Form?
- How do I update a Published Template?