How to: Enter Form Data

You must be an Account owner to enter Form data

1

Navigate to Member

Navigate to the "Members" page (link) using the navigation menu. Click on the Member for whom you wish to edit Form data.

If a Member has any required Form that is missing, expiring, or expired, a red badge will appear beside the "Members" option in the navigation menu, beside the Member name on the "Members" page, and on the "Forms" tab on the Member's "Details" page.

2

Click "Forms" tab

Open the "Forms" tab.

Each Form in the data grid will include a status value:

• Completed - All Form data has been provided

• Expired - Form data is expired

• Nearing expiry - Form data is nearing expiry

• Missing and required - Form data is missing and is required

• Missing but optional - Form data is missing, but is optional

3

Click to edit Form

Click on the "edit" button for the desired Form row.

4

Enter details

In the popout, enter the data requested of the Form.

5

Save

Click the "save" button at the bottom of the popout to save changes. This will refresh the data grid and update the associated Form's status.