How do I Search for a Form?

You can search for forms in Kipu Compliance using two simple methods. Use the Find feature to quickly locate a specific form by name, or browse the forms using the drop-down section from your User Dashboard.

Method 1: Search for Forms Using the Find Feature

Use this method when you know the name of the form you need.

1. Click the magnifying glass icon in the top-right corner of the User Dashboard.
   
2. In the Find in Kipu Compliance pop-up, search for the desired form using the search bar, and select it from the list of results.
   
3. On the form page, click Add New in the top-right corner to add a new form.
   

Method 2: Search for Forms from the User Dashboard

Use this method to browse and filter forms across categories.

1. From the User Dashboard, locate the menu on the left. These are the three sections containing forms:
   
   • Forms: Contains standard operational forms
   • HR Documents: Contains the Human Resources Documents
   • Competencies: Contains all Competency assessments
2. After clicking on one of the three sections containing forms, subfolders will appear. Select a specific subfolder or choose All to display every form in the system.
   
3. The following page will display all forms in a list. Use the fields below the column headers to filter forms by:
   
   • Form Name
   • Regulation
4. Review the Count column to see the number of existing entries for each form.
   
5. Click Add New to the right of any desired form to add a new version of the form.
   

Tip: Use the Search field on the top-right of the form list page to quickly filter matching form names or regulations as you type. This feature is helpful when reviewing large sets of forms.