User Manual

The dashboard screen alerts the user to forms of all types which fit specific status patterns - eg newly submitted forms.

The status definitions are set from the EDIT FORM SUMMARY screen within the Manage Forms menu.

The current status types (with default warning/breach periods in brackets) are:

• New form (30m/90m)
• Pending next action (30m/60m)
• Pending internal review (60m/90m)
• Waiting on user (24h/48h)
• Waiting on 3rd party (24h/48h)
• Rejected
• Withdrawn
• Completed

cuForms keeps track of how long forms stay at each stage of processing, and this is shown in the “Age” column on the dashboard. Forms are colour-coded to show at a glance which forms need attention to ensure speedy processing.

Any user can pick up an unassigned form and assign it to themselves - their initials will appear in the Owner column to allow everyone else to see who's working on it. Then, when the form reaches a given point in the workflow (eg when the credit agreement is sent out to the customer), you can have the system unassign the form - so that when the credit agreement is returned, it can be picked up and worked on by whoever is available.