How to Move a Form

The Compliance module allows users to move forms from one location to another. This feature is helpful when a form, such as an Incident Report, is entered under the wrong location and needs to be moved to where the actual event occurred.

Let’s walk through the steps to move a form below.

Moving a Form

Follow the steps below to move a form from one location to another.

1. Click the Find icon in the top-right corner of the User Dashboard.
2. In the Find in Kipu Compliance pop-up begin typing in the name of the form and then select the correct option from the drop-down.
3. Find the form in the list view and click the blue arrow icon to the right of it.
4. Select Move to Location from the drop-down menu.
5. In the pop-up window, select the correct location from the drop-down, then click Move to Selected Location to confirm.
   
6. A green confirmation message at the top of the screen indicates that the form was successfully moved.