Forms History Panel

Any form sent to a candidate is tracked under the Forms panel on the Profile tab of a candidate’s profile. The Forms panel lists each form sent to a candidate, when the form was sent, and the status of the form sent via email. Users can view the most current information on this panel by clicking the Refresh Panel icon.

Figure: Forms Panel

Table: Forms Panel Descriptions

Column Name		Description
Actions		Click the View Form Details icon to view a blank copy of the form sent to the candidate. From this screen you can click: Approve to approve the document and change its status to "Approved". DownloadPDF to download a PDF copy of the completed form to your local machine. Note: The Complete button only appears if the form status is "Submitted."
		Click the Resend Email icon to resend the form to the candidate to complete. Clicking this icon updates the Current Status and Last Status Change columns.
		Click the Approve icon to approve a form delivered to a candidate. This icon only appears if the form as a "Submitted" status. Once you click Approve, the status changes to "Approved".
		Click the Refresh Panel icon to view the most current information.
Title		The form sent to the candidate.
Current Status		Pending – The form has not been delivered to the candidate. Submitted – The form has been delivered to a candidate. Approved – The submitted form is acceptable. This status displays once you click the Approve icon.
Last Status Change		If a form is resent or approved, the date these actions occur are reflected in this column. When a form is sent more than once, the most recent date the action occurred is listed here, no additional entry in the forms panel is created.
Date Originally Sent		The date the form was initially sent.

Resending a Form to a Candidate

If a recruiter chooses not approve a form and wants the candidate to complete the form again, they can resend the form. By clicking the Resend Email button the user receives a confirmation message and the Current Status and the Last Status Change columns are updated.

If the form status is	after resend the status is...
Pending	Pending
Submitted	Pending
Approved	Pending

Additional Information

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