HOW DO I REMOVE A FORM FROM THE SYSTEM?

Remove a Form

Before removing a form, it's advisable to consider whether any data associated with the form needs to be retained or backed up for reference or compliance purposes. If necessary, our support team can assist you in safely handling data related to the form.

To request a form be removed from the system, you can reach out to the Support team directly or follow these steps:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to the Form Manager

• Find the name of the form needing adjustments.

• Click on the “Take Action” dropdown menu and select Revise.

  Admin Tip: Don’t let your employee/user’s forms disappear! If you still want to have access to forms that have already been filled out but it will no longer need to be included in new employee/user packets, update the Division Assignment to only be available to a Test division.

Step 3: Fill Out the Form Manager-Remove Form Page

• You will be directed to a page in order to fill out information related to removing the form. Some fields are automatically generated based on your login. Fill in the remaining information.

Step 4: Send Request to Support

• Click the “Submit” button which will send the request directly to the Support team for processing.