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Complete a project form instance

Fill in and manage a specific project form instance, including working through workflow sections, submitting the form, and reviewing progress.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance for your project​

Navigate to the form instance for your project; the page loads the form instance details and the correct version of the form template for you to complete.

Step 2: Review workflow sections and progress​

View the workflow progress component to see all sections of the form, their current status, and which parts still require input or approval.

Step 3: Open a specific workflow section​

Select a section from the workflow to open it; the section dialog displays the fields for that section so you can focus on a subset of the form.

Step 4: Enter or update section answers​

Use the form renderer to fill in or adjust the answers for the currently active section, ensuring all required fields are completed accurately.

Step 5: Complete a section​

When you have finished a section, mark it as complete so its status is updated in the workflow summary and other users can see that your part is done.

Step 6: Amend a previously completed section​

If changes are needed to a section that was already completed, reopen it and record an amendment so that the workflow status and history reflect the update.

Step 7: Assign a section to another user​

Use the assign section dialog to allocate responsibility for a specific section to another team member, helping coordinate who should complete each part.

Step 8: Review section audit history​

Open the audit trail dialog for a section to see a history of completions and amendments, supporting oversight and audit requirements.

Step 9: Submit the entire form instance​

Once all required sections are complete, submit the full form instance so it is recorded in the system and any downstream processes can begin.

Last updated: 2025-12-08