How Do I Edit a Form?

Issue

I need to make changes within a form and I'm unable to get the information to save. I that is now awaiting review but it won't save when I go into it. How do I get it to take my changes?

Environment

Kipu Compliance, Roles: HR and/or Users with roles given permission to the form (Orange Side Access)

Resolution

Users can edit a form by going to the List View/Form Library. To get to the List View/Form Library View either select the Find In Kipu Compliance magnifying glass in the top purple banner and type out the name of the form or select the Forms tab from the toolbar on the left

Important:
Users can edit forms if they have the permission "can update" on the Company Admin/Orange Side, click here to learn how.

From the List View/Form Library View

1. Select the Find In Kipu Compliance magnifying glass in the top purple banner.
   
2. From the pop-up select the Click Here To Begin Your Search field to begin typing out the name of the form. The form will be listed under the section of the forms that it is housed in, click on it to be brought to the List View/Form Library View.
   
3. From the List View/Form Library View select the blue Down Arrow button.
   
4. Select the Edit option from the drop down.
   
5. Either click the Change Status To button in the Workflow list on the Right hand side of the form and select the In Progress option.
   
   Or scroll to the bottom of the form and select the Change Status To button and select the In Progress option.
   
6. Once it re-loads the form will be back to the In Progress status and able to be updated.
   

From the UCR (User Compliance Report) view

1. Select the name of the staff from the drop down in the top left corner of the User Compliance Report page.
   
2. Select the blue Review text.
   
3. From the expanded view select the blue Actions button.
   
4. Select the Complete Pre-existing option to be redirected to the Form.
   
5. Either click the Change Status To button in the Workflow list on the Right hand side of the form and select the In Progress option. 
   
   Or scroll to the bottom of the form and select the Change Status To button and select the In Progress option.
   
6. Once it re-loads the form will be back to the In Progress status and able to be updated.
   

Cause

This is normally seen when an edit didn't save properly or a fields needs to be adjusted before it's Approved.