1) Using Custom Form in Project Compliance
Navigate to Project Compliance on your dashboard.
Select Manage Packs.
Once you have completed creating your pack, (refer to the Project Compliance user guide for more information) you can add a built form as a pack requirement to be completed.
To add a built form to your pack requirements, use the toggle switch to select a custom form.
Using the dropdown selection available select which form you would like to add to the pack item.
Note: A custom built form can also be selected as a multiple document or a common document.
2) Service Provider to action the custom-built form in their pack
When the Service Provider is ready to submit the form requirements, simply select the upload button that displays next to the form.
The required fields will display accordingly. You will be able to add the necessary details according to the way in which the form was built.
Once you have submitted the required information, select save.
Should you need to resubmit the document for review, select the “Start New Form” button that displays at the top of your screen.
The submitted answers will clear out for you to resubmit accordingly.
To view the submitted form, select the view button.
The Pdf document will display accordingly.
3) Corporate Client to validate the pack document
To open the submitted document, select the view button.
The PDF document will display accordingly.
Note: On approving the document, you will be given the opportunity to edit any relative information on the document before completing the approval.
Select the Approve Document button.
Edit any required information if it is applicable and when you are complete, select save.
** Remember to save the data so that the action to approve the document can be completed.