Complete and Send a Form

You and/or the resources you are associated with may be required to complete and submit forms. If you have pending forms that need to be completed, the forms open when you access EMResource. If you open, but do not complete and send the forms, they remain accessible through the Form List.

The My Pending Forms section shows the forms you are responsible for completing and submitting. If you have rights to a resource, forms designated for that resource also appear in your pending forms queue. The page shows each form’s title, when it was activated and by whom, and its recipient (you or your resource).

You can save the information you enter on a form without submitting it. This allows you to pause the form process and return to it later. This is especially convenient when you need to locate additional information. If you have saved a draft of a form, it remains available to you in this queue.

If you are required to complete the form, it remains in your pending forms queue, and you cannot delete it. If you decide you do not want to submit the form and you do not want to save a draft, simply click Delete Form in the Select Completed Form Recipients This option is available only for forms that are not mandatory.

You can temporarily close the pop-up (snooze); however, if you are required to complete the form, it will continue to re-open periodically until you complete and submit it.

Forms that you have completed without designating recipients appear in the My Unsent Forms queue. Click Send to select recipients and send the form.

To submit a form

There are several ways to access, complete, and submit a form. Please follow the most appropriate path for you, as described in this procedure.

If the form opens automatically, continue with step 2.

1. Open the form through one of these methods:

   • In the solution bar, click the quick link. The form opens.

   • In the main menu, click Form and, in the list, select Activate Form. The Activate Forms page opens. Locate the form and, on that row, click Fill Form. The form opens in a new window.

   • In the main menu, click Form and, in the list, select Form List. The My Forms List opens. Locate the form and, on that row, click Fill Out. The form opens in a new window.

   • In the page utilities bar, click Pending Forms. The My Forms List opens. Locate the form and, on that row, click Fill Out. The form opens in a new window.

2. Enter the requested information.

   You must fill in all required fields () before you can complete the form.

3. Click Submit.

   If you do not want to complete the form currently, click Save as Draft. The solution saves your work and you can access it later through the Form List.