The following guide shows you how to navigate through various forms within HRDI Forms.
This guide is broken down into three areas:
- Lower Navigation Buttons
- Middle / Page Navigation
- Upper Navigation Buttons
The Generate PDF button will open up a PDF copy of the form
Note: Depending on the form it will be located below the tabs or directly above i
This will clear information on the current page as well as on other tabs (entire form).
Note: Usually Reset is applicable during initial submission of the form. Once the workflow is launched, Reset button may not be used.
The Save button will save your progress, however it will not save any attachments
This Submit button (at the bottom of the form) will submit the form and continue the workflow of the form
This action acknowledges that you reviewed the information and are approving the form
The information entered in the Comments(Optional) field is visible only until the workflow is active
It is visible in 2 places as shown below:
Workflow Comment Section
This action will return the form back to the preparer (for revisions, if applicable) and the workflow / signature process will start over
This action allows for the preparer to cancel the form entirely
This action allows for the optional reviewer, fund source, etc. to delegate a signature to someone else
The workflow process is predefined, as such this feature should not recommended
The page will default with the Task Detail panel open
For viewing ease, you can close it by clicking on the double arrow caret