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Once forms are created on a client or worker profile, you can manage them from the Forms tab. This includes viewing, editing, duplicating, and linking forms to compliance items.

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Client forms

Navigate to the client profile and select the Forms tab to view all forms for that client. Client forms tab

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Edit info

Click Edit Info to update the form’s profile details. You can change the:
  • Form name
  • Assigned to
  • Review date
  • Status
Edit form info

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View and edit data

Click View/Edit Data to open the form and edit any of the details. Only office users have the option to edit form data.
Once a form is marked as completed, it becomes read-only and the ability to edit is no longer available.

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Duplicate

Click Duplicate to copy all data from a form into a new form. This is useful when you want to carry forward data into the next period and only update a few details rather than filling out the entire form again. When you duplicate a form, it creates a copy with “(COPY)” added to the form name.

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Worker forms and compliance linking

In the worker profile, the Forms tab allows you to link completed forms to compliance items. This is helpful for tracking worker compliance through form submissions.

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Linking a form to compliance

  1. Go to the worker profile and select the Forms tab
  2. Click the Select Compliance button under the Link to Compliance column
Select compliance button
  1. Select a compliance item to link to
Compliance item selection Once linked, the form appears under the worker’s Compliance tab and in the worker compliance report. Click View to open the form, or Unlink to remove the compliance link.

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Running into issues?

See General troubleshooting for common errors and fixes.

Creating forms

Create new forms on client and worker profiles

Form templates

Manage template visibility and role access

Form builder

How form templates are built and configured