Step 1: Access the Form Portal
A. Navigate to the SharePoint Forms page for your department. Each department has its own dedicated SharePoint Forms tab to easily access the Form Portal.
B. Once a form is ready for owner approval, the appropriate users will be notified via email with a direct link to the Form Portal.
Step 2: Review and Approve/Deny Submissions
A. From the Home Screen of the Form Portal, click the "All Items" button in the form header to open the All Items Screen.
B. Use the input menu on the left-hand side of the screen to filter submissions by employee.
C. Navigate between views using the tabs at the bottom of the screen to review with additional filters.
D. Review requests in the gallery under the input menu.
E. Use the Quick View window on the right-hand side for a brief overview of each request.
F. Click the "More" or "Edit" button in the Quick View header to open the full form details and view or edit the form.
G. As an owner, additional fields may be visible for viewing or editing based on owner permissions and requests.
Return to Home Screen: Click the "Home" button at the top of the All Items Screen to go back to the Form Portal's Home Screen.
Return to Department Site: Click the corresponding department button at the top of any screen within the Form Portal to navigate back to your department site.
