How to: Find Missing/Expired Forms for Members

From service Home page

1

Observe navigation menu badge

The "Accounts" option in the navigation menu will have a red badge to its left if any Accounts associated with your Organization include Members with missing/expired Forms. You may then click on the "Accounts" option to see your list of Accounts.

2

Observe Account badges

Any Account with Members that have missing/expired Forms will then be shown with a red badge beside their name. You may then click on an Account to see its details.

3

Observe Member badges

On the "members" tab of the Account page, you will see a list of Members. Any Member with missing/expired Forms will have a red badge beside their name. You may then click on the Member to see their details.

4

Enter Form data (if required)

On the Member details page, the "forms" tab will have a red badge if any Form associated with the Member is missing/expired. You may then click to edit the Form using this guide.

From Missing/Expired Forms report

Use the guide below to find Members with missing/expired Forms. Once a result is displayed, you may click on any Member to navigate to their details page if required.

Members with Missing/Expired Forms