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Create a new form in Workflow Maintenance

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Written by Antoine Larsen
Updated over 3 weeks ago

You will need access to Workflow Maintenance, if you do not have access you will need to seek the relevant level of training.
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To set up a new form follow the steps below:

  1. Open Workflow Maintenance from your toolbar

  2. Navigate at the top to the Forms tab

  3. Select new at the bottom right

  4. Enter a form name

  5. Select the form file format IE MS word

  6. Click Save

Now you can amend the form by doing the following:

  1. Click the small word/pdf icon at the right hand side of the screen

  2. This will open the editing software for the format selected

  3. Make amendments as necessary and then save the document

You have created/amended a form.
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If you or your system administrator don't have access to Workflow Maintenance, please raise a new case online and reference the title of this article.

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