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Documents for which all information has been entered and the meeting (if any) has been completed should be marked complete in the program.

  • Marking a document complete makes the document read-only.
  • Attachments may still be added after completion (eg signed signature pages).
  • Only the document Owner (or administrative user) may complete a document. If you do not have access to complete a given document, a checkbox will not be visible next to the document.
    • You can view who the Owner of the document is on the Share tab along the top.
  • Documents which have been marked complete may be reset to incomplete by an administrator if needed.
  • After completing a document, document Owner will see a button to amend the document if necessary.
  • In most cases, a new document of the same type of form may not be started until the last is completed.
  • Information from complete documents is sometimes copied into future documents, so it is important to complete documents on a timely basis.

directions_walk STEPS

  1. Visit Caseload or All to find the document(s) you wish to complete.
  2. Check the document(s) you wish to complete.
  3. Locate the Actions menu button along the top. Select Complete from the menu.
  4. A lock icon will appear next to the document(s) which have been completed. This indicates the document is locked from editing (read-only).

assignment_turned_in TRY IT OUT

  1. Mark an incomplete document that passes all validation checks as as complete.


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