How to: Enter Form Data

1

Follow this guide to find the Member for which you wish to enter Form data.

2

Click to edit

Open the "forms" tab and click the "edit" link in the desired Form row.

circle-info

The Form row will include a status indicator for the Form data related to the Member. This may prioritize Form data entry for the Member.

3

Enter details

Provide answers to each question in the Form.

circle-info

For forms that are expired or expiring, often simply opening and saving the Form is sufficient to renew the expiry. You must obviously validate that the Form information is still correct first.

4

Save

Click the "save" button at the bottom of the popout to save changes.

Last updated