Process: Attaching, Completing and Viewing Forms Submissions within a Placement Record

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

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Click on the Forms tab 

 

 

To add a new quest form, click on the Add button next to Forms

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In the new form modal window, select the form you want to add from the drop-down and then click 

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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

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Select Complete from the drop-down box

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You will be redirected to the relevant form, enter the relevant information on the form and click 

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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). 

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When the user clicks this green circle they will be able to view the submission made against this form.

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To view the relevant Submission click on the Actions button and select View from the drop-down box

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The Submission will now open in a separate tab to be viewed!

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