Forms

The Forms process enables managers and team members to start forms allocated to them, and to view forms completed for them, either by themselves or on their behalf.

To view forms that have been allocated to you:

Select the menu item that hosts the Forms process in your organization:

Screenshot: selecting the WX menu item hosting the Forms process

WX displays the forms page. This view shows the forms you have started but not yet submitted, or those that have been submitted but require approval from your manager.

  • To start a new Form, select New

  • To edit a form that has not been completed, select Edit.

  • To delete a form that has not been completed, select Delete.

Screenshot: Forms process detail view

Note When you have submitted a form, or when a form that requires approval from your manager has been approved, it can no longer be accessed or edited within WX.