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Excerpt

My forms page shows all the forms you are involved in, directly or indirectly. It has three different tabs:

  • All

  • Need my inputs

  • Others

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All

This tab will list all forms that are you are involved in.

Need my inputs

This tab lists down all forms where you (as logged in user) need to take next action.

Others

In this tab you can see all those forms where the form is visible to you but next action lies with someone else. For example, a form is shared with logged in user just to keep him/her informed about the review process. 

Other attributes of my form page 

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  • 1 -

 Sales team Q1 performance review is distribution name & Q1 reviews is the name of the template

  •  Appraisal Form - H2- 2023 is the distribution name. Semi Annual Performance Assessment (Revised 2023) is the template name.

  • 2 - Highlighted are the other attributes of the form details listed as below - 

    • Team member: This column lists the name of the team member, that was entered during distribution.

  • Green/red pencil: Green pencil icon indicates that the system accepts user's inputs, red pencil icon is to indicate that the system does not accept user's inputs. 

      • Reviewer: This column lists the name of the reviewer, that was entered during distribution.

      • Due date: Due date is to indicate that the form will be closed and stop accepting user's inputs on the given date.

      • Status: This column lists statuses of the forms according to the current stage of its workflow.

      • Scores:This column shows the scores obtained by users involved in the distribution. 

      • Assigned to: According to the current status and workflow, this column identifies a user with whom the next step lies.

    • 3 - View: This button is to open the form.

    Info

    Green/red pencil: Green pencil icon indicates that the system accepts user's inputs, red pencil icon is to indicate that the system does not accept user's inputs. 


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