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Add Form Reporting

Form Reporting combine reports into a single workflow.  This makes assigning forms and reports simple, since assigning a single Form Reporting workflow collates all the documentation required.

Instructions

  1. Go to Learning Library › Forms.

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  2. Select the Form Reporting link.

  3. Select the Add Form Reporting button.

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  4. Give the Form Reporting process a Name for reference, them select report templates that make up the form workflow.

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  5. Add a query in the Query Builder to add a group of people to this Workflow if required.

  6. Once done, press Save and Close to save the Workflow.

Assign workflows instead of forms, it is a better way of assigning forms since it also assigns reports to the selected users.

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