Step 5: Fill Out the Form

Before You Begin

You can fill out a form directly in your worksite schedule or from the browser.

How to fill out the form from the browser?

1. From the browser, go to the Tools tab. Next, click Forms.

2. Tap the +Fill button which is located in the upper right corner.

3. You have a list of forms, choose your desired form.

4. Answer the questions and click on the Complete button to complete your form.

5. You have a list of your filled out forms, you can always consult them if needed.

How to complete the form from your schedule?

1. In the homepage of the site page, you have a section called Your forms. There are two types of forms: scheduled forms and spontaneous forms. Scheduled forms are linked to specific tasks, while spontaneous forms are available at all times. For the exercise, you will fill out a spontaneous form. Click the Fill out a new form button.

2. You have a list of forms, choose your desired form.

3. Answer the questions and click on the Complete button to complete your form.

4. Your form will appear in the Spontaneous section with the date it was completed. You can always see your responses by tapping on your completed form. Now you can continue the next step.