Dynamic Forms Resources
For TSU Department Use
How to Submit a Form
How to Approve a FormManagers: How to Approve a Form (video)
Login Problems? |
Access
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HR: How to Process Submitted Forms
INITIAL SETUP:
- Ensure your Dynamic Forms emails are correctly routing in Outlook>>
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Setup your environment in DF for greater readablity and use (video)
HOW TO:
- Process Appointment Contracts & Supplemental Forms
- Process incoming form (video)
- Re-route a form (video)
- Search for a particular person...to see all of their forms (video)
How to Administrate Forms (for offices that own forms and deal with forms' users)
Re-route a form >> (video)
Departmental personnel can't edit the submitted form
On the form, maybe they serve many roles on the form, such as these 3 roles for example:
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- Form Requestor
- Project Supervisor
- Department Head
So the only one of the roles on the form that will be able to edit the form (IE. upload a new document to it or make other edits) is the “Requestor” role. So if the form gets returned to the employee as “Department Head” or to them as “Project Supervisor”….they will not be able to make edits to the form. They will have to “return it for revisions” to the Requestor (which also happens to be themself!). Once it is returned to the Requestor, they will be able to make edits, including deleting or adding file uploads (attachments) to it.
Login Problems
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FOR THOSE UNABLE TO LOGIN1. DF has two ways to login:
So you always have to keep that in mind. And you have to ask, “Hmmm, which way were they supposed to login?” 2. Next, send them here person who is having difficulty logging in or viewing their form to this siteSend the person who is having difficulty logging in or difficulty viewing their form to these instructions. |