How do I view forms assigned to me?

Here's a comprehensive guide on how new users can easily access and view the risk assessment forms assigned to them during the onboarding process.

An onboarding user has the option to navigate to the "My Work" section in the "Overview" area. In this section, they can conveniently access all the forms that have been created by the company.

Alternatively, they can choose to refine their view and only see the forms or pages that have been specifically assigned to them.

From the "My forms" tab, users can easily view the forms that have been assigned to them. The status of each form will indicate whether the user has completed the corresponding page or form.


From here you can select View and fill out the form if it has not been completed yet. 

 

There are icons available to help you filter, remove the filter, and refresh the My Forms section.


If you need any further assistance with this process please email our Support team at support@valid8me.com