Checking the Status of a Form

In addition to being able to monitor the progress of your block sendouts, you can also monitor the progress of individual forms that you've sent. By performing a Custom Form Search, you can check if a form has been completed or distributed and you can send a reminder email to the evaluator or distributor if the form is incomplete.

To check the status of a form:

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 you are looking for. If the form has been completed there will be a checkmark in the Status checkbox. If it has not been completed, the Status checkbox will be empty.

If the form has not been completed, you can send a reminder email to the evaluator or distributor by clicking the "e" beside their name.

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