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Self-Service Forms (Community and Group Editions)

Warren Chan
Updated
For Community and Group Editions
How to create Self-Service Forms

A Self-Service Form is a type of eForm that is optional and made available to users to complete at any time. Examples are annual leave requests, field trip approval forms, incident reports, purchase requests and feedback forms.

 

Unlike other eForms that are pushed to users for completion, a Self-Service Form is selected from the Form Library menu in Operoo Central by the user when required.
The Form Library menu item will only appear for the user if they have at least one Self-Service Form that has been made available to them.

Self-Service Forms can be made available to specific users, groups or all users the same way as other Forms via the Members Tab of the eForm. They can also have an approval workflow.

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  1. How to use Approvals

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