How To View/Reroute Change of Watch forms
Danielle Bumpus
17 steps
3 minutes
Etrieve
1
Go to Forms Central <https://maritime.etrieve.cloud/central/submissions>
2
Click on the gear
3
Click "Admin Settings"
4
Click on Monitor.
5
Type "Change of Watch" to see all forms currently in the workflow. You can also type a student's name to see just that student's form(s).
6
If you click and drag the line between name and status, you can see the name of the student who initiated the form, and the student named to cover the watch.
7
Click on the form you want to view
8
Scroll down and you can see where the form is in the workflow.
9
If you want to look at the form, click on package details
10
Click "CC Change of Watch"
11
You can see the form history by clicking on this icon
12
Here you can see everyone who has received the form and any decisions that were made
13
You can reroute/reassign the form if it's stuck. Click "Details"
14
Click move package
15
From the drop down, select the step to send the form to.
16
Select the reason for moving the form
17
Click Move
How To View/Reroute Change of Watch forms
Danielle Bumpus
17 steps
3 minutes
Etrieve
1
Go to Forms Central <https://maritime.etrieve.cloud/central/submissions>
2
Click on the gear
3
Click "Admin Settings"
4
Click on Monitor.
5
Type "Change of Watch" to see all forms currently in the workflow. You can also type a student's name to see just that student's form(s).
6
If you click and drag the line between name and status, you can see the name of the student who initiated the form, and the student named to cover the watch.
7
Click on the form you want to view
8
Scroll down and you can see where the form is in the workflow.
9
If you want to look at the form, click on package details
10
Click "CC Change of Watch"
11
You can see the form history by clicking on this icon
12
Here you can see everyone who has received the form and any decisions that were made
13
You can reroute/reassign the form if it's stuck. Click "Details"
14
Click move package
15
From the drop down, select the step to send the form to.
16
Select the reason for moving the form
17
Click Move