08_25_16_View Forms Submitted by Your Court


Concept

As an Administrative Official or Deputy AO, you have access to see all forms submitted by your court or department.


Steps:

  1. Click the Main Menu link.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Enterprise Components menu.

    Step 3

  4. Click the Forms menu.

    Step 4

  5. Wow.. that was a long path.  Don't forget to add this one to your favorites!

     

    Click the Approve/Review a Form menu.

    Step 5

  6. You may use Search Criteria to filter the list of forms that will be displayed when you click the Search Button.

    Step 6

  7. When you leave the Search Criteria blank, it will return a complete listing of all submitted forms for your respective court(s) or department(s).

     

    Click the Search button.

    Step 7

  8. You can view more search results by either scrolling down the screen or by clicking the Search Criteria arrow.

     

    Click the Collapse Search Criteria arrow.

    Step 8

  9. A total of 32 forms make up this listing which shows all forms for Circuit Court Montgomery County.  It shows various form types; Position Change Request, Disciplinary Action Request, Accident Reports, etc. along with their current Approval Status.

    Step 9

  10. Next, we will adjust the search criteria to show only forms that have the "Pending Approval" status.

     

    Click the Expand Search Criteria arrow.

    Step 10

  11. You can filter this list by using the "Approval Status" field filter.

     

    Click the Approval Status drop-down list.

    Step 11

  12. You can see the list of Approval Status options.

     

    Click the Pending Approval list item.

    Step 12

  13. Click the Search button.

    Step 13

  14. This list is now showing only 3 forms allowing quicker access to the desired form.

     

    Click the Disciplinary Action Request link to view the form.

    Step 14

  15. In the Review/Edit Approvers section, you may view the approval path of the form.  It is Pending approval by the Admin Official prior to approval by Employee Relations. 

     

    The Reviewers are members of the HRIS Functional Team who can assist users with forms, if necessary.

    Step 15

  16. In the Approval Action section, you also have the ability to Approve or Deny the form or leave a comment for the approvers to see when they approve the form.

    Step 16

  17. Click the Go to Form button to view the form details.

    Step 17

  18. When you are finished reviewing the form, you can return to the previous screen by clicking the Close link.

    Step 18

  19. Click the Vertical scrollbar to move down the page.

    Step 19

  20. Click the Return to Search button.

    Step 20

  21. To perform another search, it is best to erase the search criteria by clicking the Clear button.

    Step 21

  22. Click the Home link.

    Step 22

  23. Click the Sign out link.

    Step 23

You have completed the View Forms Submitted by Your Court topic.

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