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      Using the Pending Forms Page

      How to use the Pending Forms page

      The Pending Forms page displays all forms that are currently at a step in a workflow and are either awaiting action or part of an incomplete envelope. Forms that have completed the entire workflow will not appear on this page—they can be found on the View/Edit Submissions page.

      Use the Search bar at the top of the page or click the column headers to sort and locate a specific form.

      The Status column shows the current step of the workflow. An asterisk next to a name in the Assigned To column indicates the user who has the form checked out. If only one person is required to complete the step, it will always be checked out to them.

      Any deleted personal data is removed from this page and from the device it was saved on.

      1. From the Submissions and Logs menu, select Pending Forms. The Pending Forms page opens.
      2. Click the more button at the right of the form line and select an action to take:
      • View Details – Opens the Workflow Details window and shows additional details about the workflow and form such as the date the form was checked out.
      • View Comments – Opens the Workflow Comments window and shows a running list of all comments entered in the Workflow Actions section of the form.
      • View Audit Trail – Opens the Workflow Audit Trail and shows details for all steps thus far in the workflow.
      • Re-assign – Opens the Re-assign Workflow Item window and provides the ability to reassign a form in a workflow to another user. If the form is checked out, you will need to remove the form from that user, then assign it to someone else.
      • Cancel Workflow – Removes a form from the workflow. The form will be available in View/Edit Submissions.
      • Remove Checkout – Removes the checkout from a user. This is useful if a user is offline and has a form for an extended period and is holding up the workflow.
      • Delete Pending Form – Opens the Confirm Delete window, where you can enter a reason for the deletion. If you delete a pending form from this page the form is removed from a tech's device.