Review
The Review tab contains all In Progress Additional Forms.
Use the filter to choose the Type of Form, or a specific Form by name.
The Statistics at the top of the page can be filtered by YTD (Year to Date) or MTD (Month to Date) and are reflective of the Type or Form selected.
You’ll see the total number of requests created in the selected time period as well as counts for any requests that were completed in the selected time period.
Changing the time period updates the Statistics.
Summary
The Summary tab only displays Additional Forms that have been moved to a Completed state.
Similarly, you can choose to filter by Type or Form.
After selecting the Type and/or Form, you can adjust the Year and Month filter as needed. There is an option for ‘All’ under month.
Within the Statistics at the top of the page, you will see the total number of requests created in the selected time period as well as counts for any requests that were completed in the selected time period, reflective of the Type or Form selected.
Changing the time period updates the Statistics.
For more information on the Summary Cards within the Review and Summary tabs, please see: Understanding Summary Cards for Additional Forms