Introduction
Users can Attach, Complete and View Forms Submissions in the Ready Recruit product!
Follow the steps below to Attach, Complete and View Forms Submissions within a Placement Record!
Quick Navigation
Attaching a Form
Navigate to the Placement Record
Scroll down to the information storage panel at the bottom of the page and click on the Attachments section
Click on the Forms tab
To add a new quest form, click on the Add button next to Forms
In the new form modal window, select the form you want to add from the drop-down and then click
The Form is now attached to the Placement Record!
Completing a Form
To complete a form (a green circle with '0' will be displayed if it has not yet been completed) click on the Actions button next to the relevant form
Select Complete from the drop-down box
You will be redirected to the relevant form, enter the relevant information on the form and click
The Form is now Completed!
Viewing a Forms Submissions
Once a form has been completed, a green circle will be displayed with a number (for the number of times it has been completed).
When the user clicks this green circle they will be able to view the submission made against this form.
To view the relevant Submission click on the Actions button and select View from the drop-down box
The Submission will now open in a separate tab to be viewed!