Editing, signing off, closing & reopening a form

Editing a submitted form

Open the record from the Form Records register and select Edit, if you have permission. Changes are saved to the same record with a history of what changed.

Signing off

Some forms require a sign-off step before they're considered complete. Open the record and select Sign Off, then apply your signature.

Closing and reopening

Closing a form marks it as finished and typically removes it from active worklists. If something needs to be revisited, an admin can reopen it, which returns it to an active status.