This article provides information on a child form linked to a parent form and how to manage that connection. The child form extends the compliance data captured as part of the parent form workflow.
To manage a child form:
1. Once the parent form has been completed, click the Review button to navigate to the Scores screen.
2. If the Risk rating is Negligible or N/A, click the Submit button to submit the parent form.
3. If the Risk rating is Pending Risk Form, you must select a user from the Assign To drop-down menu.
NOTE: You can assign the child form to yourself.
4. Once you successfully assign the child form to yourself or another user, click the Submit button.
5. Click Acknowledge in the Form Submission Confirmation dialog box to complete the submission.
NOTE: To go back or edit the form, X out of the dialog box.
6. A Success confirmation displays. Click OK.
The child form is now assigned to the designated user for completion. The user can proceed to complete, save, and submit the child form.
IMPORTANT! The Form Details page for the child form is still a work in progress. For a complete view and to download the PDF, please use the parent form.