Once all information has been entered into a document and all necessary meetings (if any) have been completed, the document should be marked complete in the program.
Documents that are marked complete: * Become read-only * Can be amended by the owner or reset to incomplete by an administrative user * Can be copied to create a new document * May still have attachments added (e.g. signed signature pages)
Documents that are left incomplete: * Are vulnerable to changes after parent meetings * Prevent new documents of the same form type from being created * Prevent goal/objective copy over to progress reports * Are not included in calculations for program participation tracking, deadlines, or state reporting
Only the document Owner (or an 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.