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Welcome to a BITS video tutorial on using electronic forms. When you're done with your
form and ready to submit it, you will need to select a person to submit it to. This is
the person that comes after you in the routing order. At the bottom of the page, you'll notice
the ellipsis button. This is the last field to fill out. Click the ellipsis button, and
select your user. For the purposes of this tutorial, we'll assign this to "train_2".
Notification of the form will be sent electronically to the next person via email, or the next
person will see the form in their task list by hitting the refresh icon on the BP Logix
eForm homepage. To simulate being the second person in the routing flow, let's log in as
"train_2," the user we just assigned the form to. To do this, let's go back to the BP Logix
homepage and click Log Off in the top right corner. We can now log in as "train_2". Now,
in our task list window, we should see the form we submitted. Notice, as the second person
in the workflow, you may have more fields to fill out with necessary information. At
the bottom of the page, you should see many more possible transactions to choose from,
rather than just the ellipsis button. You can transfer-this is typically used by people
who initiate or review the form, but do not have approval authority. You can Approve-this
places your digital signature on the form, and it will go to the next person in the workflow.
If no one is chosen from the ellipsis button, the form will, in this case, go to Barb Hanson
in the Human Resources office. You can Reject-this means you do not approve the form. The workflow
typically ends with a rejection. You can also Discard-this exits the form, changes are lost,
and your screen returns to the Task List portion of the eForm homepage. You may want to click
the Return to Initiator button if changes need to be made by the first person in the
workflow, the initiator. Finally, when the form has been approved by all participants,
the form will go to the department (in this case, Barb Hanson in the HR office). When
the department approves the form, a follow-up email will be sent automatically to all participants
of this form, and attached will be the form and all other documents in PDF format.