If a form has been sent to the wrong evaluator and it has not been completed yet, you can forward it to the correct evaluator. When you do this, the form is removed from the initial evaluator's To Do subfolder and is moved to the proper evaluator's To Do subfolder.
This task can be completed in three different ways. The most common method involves performing a Custom Form Search, but you can also forward a form by using the Incomplete Forms List or by using the Longest Overdue List.
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You can only forward forms that haven't been completed yet. If the form has already been completed (by the wrong person), you will have to delete the form and re-send it to the correct evaluator by performing a single send. |
To forward a form using a Custom Form Search:
1 Perform a Custom Form Search (if you don't know how to do this, please read To Perform a Custom Form Search).
2 In the new window, scroll down until you see the form. Click "fwd" beside the name of the form evaluator.
3 In the People Picker, type one or more letters of the new evaluator's last name and click the Search button.
4 Scroll down until you see the new evaluator and click on their name.
The form will automatically be sent to the new evaluator and it will be removed from the incorrect evaluator's To Do subfolder.
To forward a form using the Incomplete Forms List:
1 Click on the SendOuts tab.
2 Click on the formsearch link.
3 Click "view all > 1 month old."
4 In the new window, scroll down until you see the form. Click "fwd" beside the name of the evaluator.
5 In the People Picker, type one or more letters of the new evaluator's last name and click the Search button.
6 Scroll down until you see the new evaluator and click on their name.
The form will automatically be sent to the new evaluator and it will be removed from the incorrect evaluator's To Do subfolder.
To forward a form using the Longest Overdue List:
1 Click on the SendOuts tab.
2 Click on the formsearch link.
3 Click "view all (sort by longest overdue)" or "view all (sort by evaluator name)," depending on how you want the list to be sorted.
4 In the new window, scroll down until you see the form. Click "fwd" beside the name of evaluator.
5 In the People Picker, type one or more letters of the new evaluator's last name and click the Search button.
6 Scroll down until you see the new evaluator and click on their name.
The form will automatically be sent to the new evaluator and it will be removed from the incorrect evaluator's To Do subfolder.
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