Teambinder - Forms Training

The training will be run by the SEPA Document Control team who are experts on the Teambinder system, including the Forms Module. Outlined below is what will be covered in the Forms Module training in Teambinder. Upon completion of the training, users will be able to successfully create and navigate their way through the various type of forms.

Description

Getting Started

  • Creating a Form
  • Selecting Reviewers
    - Predefined List (workflow driven)
    - Manual List (non workflow)
  • Adding in recipients for Info
  • Filling in the Form
  • Adding Attachments
  • Saving vs Completing Action

How Forms Work

  • Understanding the different tabs on the form
    - Details
    - Review Status
    - History
  • Understanding the workflow
    - Approving Vs Rejecting/More information required
  • Status
  • Managing Reviewers

Troubleshooting Forms

  • Errors and Explanations
    - Making changes after clicking ‘Complete Action’
    - Manually changing the status
    - Adding too many reviewers
    - Selecting Complete Action instead of Save (when not finished inputting information)

Questions

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