HRIE Forms Guide
This guide is designed to guide you through logging in to the HRIE Forms portal as well as a navigation through the portal tabs and functionality.
1. Log on to the campus portal.
2. Enter Adobe into the search bar on the left of your portal.
3. Click on Adobe Experience Manger (AEM) Workflow Inbox or Adobe Experience Manager (AEM) Forms Portal.
- Adobe Experience Manager (AEM) Forms Portal will take you to the list of available forms so you can create a new form.
- Adobe Experience Manager (AEM) Workflow Inbox will take you directly to the existing forms that are waiting for your review/approval.
4. Enter your campus username and password. Then click Sign In.
- Enter your campus username and password. This is the same information you use to log on to the campus portal.
- Then click Sign In.
5. You can now start a new form or select an existing form to review.
Tabs
To navigate through the form, click on the side tabs.
The amount and names of tabs will differ from form to form (as shown in the examples below).
Action buttons
There are 4 action buttons located at the bottom of each form.
Generate PDF
The Generate PDF button will open up a PDF copy of the form.
Reset
The Reset button will clear the form of inputted content.
Save
The Save button will save the form.
Submit
The Submit button will allow you to submit the form for the next step in the workflow.
Task Details Panel
By default the Task Details Panel will be collapsed.
To open it, click the double arrow caret.
Upon clicking the double arrows, the Task Details Panel will appear.
To close the Task Details Panel click the double arrow caret again.
Submit
Step 1:
Click the Submit button.
Step 2: (Optional)
Leave comments in the Comments(Optional) field.
Step 3:
Click on the Cancel or Confirm button:
- Cancel to cancel submitting the document.
- Confirm to proceed in submitting the document.
Save
Step 1:
Click the Save button.
If you have not completed the form (required fields), the page will not save and show what required fields are missing by noting in red.
Once you have included all required fields, upon clicking the Save button, the screen will refresh with a Save confirmation message.
Delegate
To set a delegate (assign another person to process the document in question), you will need to specify the delegate.
Step 1:
Click the Delegate button in the upper right hand corner.
Step 2:
Click the User drop-down caret.
Step 3:
Select the appropriate user to delegate the form to.
Step 4: (Optional)
Leave comments in the Comments(Optional) field.
Step 5:
Click on the Cancel or Submit button:
- Cancel to cancel submitting the delegate specification
- Submit to proceed in submitting the delegate specification
Exit
Step 1:
Click the X icon.
The screen will refresh to your My Tasks view.
Forms Tabs
To search for a form:
A) Utilize the search bar.
B) Utilize the page buttons for a manual search.
Launch a form:
Click on the arrow that coordinates to the document you would like to launch.
Any saved documents that you have not submitted will show in the My Drafts tab.
Note: You will not be able to view drafts saved by other users.
Locate draft:
A) Utilize the search bar
B) Utilize the page buttons for a manual search
Show Saved Form:
Click on the 'eye' icon.
Start a new form (with current form data):
Click on the 'plus' icon.
Delete:
Click on the 'trash' icon.
Viewing Tasks:
You can view the tasks by list view or icon view.
For list view, click on the list button.
For icon view, click on the icon button.
Locate task:
A) Utilize the search bar
B) Utilize the page buttons for a manual search
Open Task:
Check the box that coordinates to the tasks you would like to open.
Click the Open button.
The page will refresh to show your open document.
In the upper right hand corner there are several buttons for your use:
- Submit
- Save
- Delegate
- Exit
Need More Help?
For questions or assistance, please contact HRIE at: