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TABLE OF CONTENTS Summary What is the purpose of the Annual Report? Who needs to submit an annual report? What timeframe does the reporting period cove...

TABLE OF CONTENTS Summary How to Navigate to the Reporting Function How to Use the Reporting Function View Specific details Filters Report Specific ...

TABLE OF CONTENTS Summary Detailed Description Step 1: User Management Step 2: Add a new User Error message: A user with this email already exists ...

TABLE OF CONTENTS Summary How to Configure Forms Step 1: Map out your existing Form/Risk Assessment  Step 2: Open Forms Step 3: Form Builder: Add a Di...

TABLE OF CONTENTS Summary When to Use Branching Example:  When Not to Use Branching How Branching Works Tips and Best Practices Summary Br...

Summary Once you've configured your risk assessment form, it will be added to each relevant new case. The form can be completed internally by any te...