Manage Assigned Forms

You can now manage forms that are assigned to employees and easily add or remove forms.

Managing the forms directly from a user account

Go to the Employees and select the desired Employee.

Scroll down on the selected employee and you will see the list of forms that are currently assigned to an employee. To add or remove any forms, select Manage Assigned Forms.

The list of forms will display, those ticked show which forms are assigned, select all forms and you will be able to filter to show either Only Assigned or Only Assigned. Once you have chosen your filter, click on the magnifying glass to filter.

Only Assigned

All forms assigned will show, to unassign the form, untick the form and click Save.

*Note* Assigned forms will also include completed bulletins which cannot be removed.

Only Unassigned

Forms that have not been assigned will show, you can tick which forms you wish to assign to the employee and select Save.

Managing the forms directly from a form

Go to the forms, from the dropdown menu select Link to Employees.

The list of forms will display, those ticked show which forms are assigned, select all forms and you will be able to filter to show either Only Assigned or Only Assigned. Once you have chosen your filter, click on the magnifying glass to filter.

Only Assigned

All forms assigned will show, to unassign the form, untick the form and click Save.

*Note* Assigned forms will also include completed bulletins which cannot be removed.

Only Unassigned

Forms that have not been assigned will show, you can tick which forms you wish to assign to the employee and select Save.