The submission of forms, or a request from a dashboard option usually triggers a process to be completed. These processes are defined in a graphical workflow.

For example, most forms will perform the following steps:

• Authorisation (with additional details, if required)
• Update of your system databases(s) with the new information
• Creation of a document data merge file
• Production of a PDF copy of your existing ‘paper’ form(s)
• An email is then generated using agreed wording with the PDF ‘forms’ attached.
• The email is sent to the submitter, with copies to an agreed list of administrators.
• A copy of the PDF is lodged in the documents (EDM) library for the staff member.
• The form submission is logged in the Management Reports area.