Display Complete and Schedule Button In Review Form Status
In this improvement, the Complete and Schedule button will be now displayed In Review status of a form while using the Initiator Review workflow allowing the Initiator to trigger form completion and schedule a new form. Earlier, the Complete and Schedule is displayed when the form is in Open status.
Steps to Enable Complete & Schedule Button in In Review form Status
1. Log in to the Integrum application.
2. Go to Administration > Smart Form Builder > Form Template > Workflow Wizard.
3. Go to the setting option Enable Review Workflow? and select Submit – (Send for Initiator Review) – Approve/Reject (Initiator) – Completed.
4. Go to the setting Enable Scheduling Workflow? and select Yes.
5. The Complete & Schedule button will appear only in “In-review” status (not in “Open”), allowing the Initiator to trigger form completion and schedule a new form.