This video demonstrates page goes over how to initiate and submit a form on Etrieve.
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This support page contains both a video guide and a support article. They both contain the same set of information/instructions. |
Video Guide
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Support Article
How to Initiate a Form
Click on the “Forms” item in the left panel.
The middle panel will expand showing you all forms that are available to you. Select the desired form (“Special Request Form” in this example). The type of forms available to you will depend on your role at Seattle University (students have different forms than staff for example).
The right panel will open up the form you selected. As seen, some info will be automatically filled out for you. In this example, your name, your ID#, date in which the form was initiated on, and SU email address.
You can now fill out the form. You can submit it once you are done. In this example, we filled out the phone number and checked two boxes.
If your form has any errors, you will not be able to submit this form. You will get an error message alerting you on the error and informing you how to resolve it.
In this example, because in the first box we checked “I need the attached form completed by the Registrar” indicates that we are intending to upload an attachment, the error resolution message says “Please attach the required documents or receipts”.
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Action Bar in Forms
There are few things you can do with a form in the Forms item from the action bar at the bottom:
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You can attach files/documents to the form:
Click on “Attachments”
Click on “Upload Files”
Locate the file you wish to upload
You should now see the name of the file and data/time of upload. The attachment icon on the bottom will have a number indicating number of attachments.
To edit, delete, or view an attachment, click on the option icon to the right of that attachment as shown:
You can download or print the form at any point for your own record.
You can submit the form when you are done with it and resolved any remaining errors. You should see a quick confirmation message of submission on the bottom right corner of the page.
Before & After Submission
Before submission: any changes you make to the form, will create a copy of that form that will live in “Drafts”.
After submission: upon successful submission of the form, the form will move from “Drafts” to “Activity” where you can check its status.
After successful submission, the form is now moving to the next step in that form’s workflow. In other words, moving to different users or departments on campus that need to fill out their part of the form or process the form.
Email notification: for some forms, you will receive an email notification confirming your submission.
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