Locate the form by clicking on 'Click for all Broker Forms' in your 'My Favourites' widget on your dashboard.

Choose the form you want to complete and click the 'Complete' button on the far right.  Some forms will take you directly to the fields to complete, others will provide some information and require you to click on the 'Next' button.

Complete all the fields and review the options for 'Saving this Form'.  Change or confirm the status based on what you want the form to do, and then click on the 'Submit' button.

• Draft - if you have started working on the form however haven't completed it.  The form will appear in your 'To Do' widget on your Dashboard.
• Active - if you have completed the form and it needs to be submitted for further approval.
• Finalised - form is completed and can be submitted without further approval.

Once a form is submitted you will receive a Form Confirmation advice, which you can print or email should you require a copy.

For any questions regarding clarification around the questions, or the intention of the question for any form, please contact the Gold Seal Team.

Searching for any completed form can be done by clicking on the 'Click to search submitted forms/tasks' shortcut within your 'My Favourites' widget on your Dashboard.

This will take you to the search page where you can then apply some filtering parameters to assist in your search.

Basic Search allows you to enter:

• the FormId of the form, or key words into the 'Find' field
• search a specific status of a form
  • All- results will include forms that are draft, active and finalised
  • All Open - results will include forms that are draft and active ONLY
  • Draft - results will include forms that are draft ONLY
  • Active - results will include forms that are active ONLY
  • Finalised - results will include forms that are finalised ONLY
• specify via the Type drop down whether you are searching for a form of task.

Once you are happy with your filters, click on the 'Search' button and your search results will display.

Advanced Search - by click on 'Advanced Search' you will be able to filter by additional criteria e.g. forms completed during a certain period.  Your search filters will be determined by the access you have within the system.

Please note:

• By default, your search results will only include forms that you have submitted unless you are the Owner or Manager of the form.

If you have a workflow (approval process) configured, you may be included in the approval process.

As an approver you will receive an 'Approvals Management Notification' which will contain instructions of what to do and also a link to the form you are being asked to action.  This form can also be found in your 'To Do' widget on your Dashboard.

To action and review the form, click on the link which will either take you directly to the form, or ask you to log on and then scroll to the bottom for the 'Approvals Management' section, in particular the 'Approval Signoff'.

You may have a combination of these options, choose the one that is relevant to the action that you are requiring/up to:

• Approve to next step - choose if you want the form to move onto the next approval step, or if you are the last approver will finalise and archive the form;
• Return to previous step - choose to send back to the person who submitted the form for more information;
• Reject and cancel - choose when you want to finalise and archive the form as it was done in error or no longer required;
• Save updates only - choose if you are still working on the form and you would like to save the updated information and keep the form in your 'To Do' widget.

Some forms will require a Comment as part of the 'Approval Signoff'.  It is important to note that these comments will be visible as part of the history of the form, and may also form the body of an email notification.

Once you have selected the action, click 'Submit'.

If you answer a question incorrectly and a form is generated in error, or a form is duplicated, you can request to have this deleted.

This action can only be performed by your organisation CCX360 Administrator.  Please contact them providing them with the:

• Form Name - e.g. CPD Notification Form
• Form ID Number/s - see below image for location of ID number
• Brief reason for deletion - e.g. completed in error, or duplicated form.