Skip to content
  • There are no suggestions because the search field is empty.

Handling Additional Information Requests on Forms

When additional details are needed on a form in Auxita, the process ensures clear communication and smooth collaboration. The workflow below outlines the recommended steps from start to finish.

For a definition and steps on how to initiate an additional form, please review the following: 

How to Initiate an Additional Form

This workflow outlines the essential steps for handling forms after they have been initiated, ensuring accurate updates, clear communication, and timely follow-up.

Pencil icon NOTE Completed forms can be overridden or cancelled. See the following instructions for more details: How to Override the Status of Completed Additional Forms

After Initiating a Form

  1. A team member identifies that a form requires more details or clarification before it can move forward.
  2. Update the Assigned To field to the appropriate individual or program group.
    Assigned to dropdown to select the next user you want to provide a review
  3. Update the current status (white button) to indicate that additional information is required.
    The status bar to request the "in progress" or "more info Required'
  4. Include comments describing what information is needed. This ensures the assigned individual understands what to provide or update.

    Comment included for review or to provide updates

Pencil icon NOTE Once assigned, the form shows up on the individual's Home Dashboard, and a notification is sent by email or SMS  based on their notification settings.

Review and Update the Form

  1. The assigned individual reviews the comment, gathers the required information, and updates the form with missing details or attachments.
  2. After updates are complete, change the Assigned To field back to the individual who sent the request (or the next reviewer) to return the form for review.
  3. Add a comment confirming that the additional information has been added, and summarize any key updates for clarity.
  4. Update the current status (white button) to indicate that the new information has been received and the form is ready for the next step.

Lightbulb iconTIP Include clear, concise comments at each stage to ensure visibility into the form’s progress and maintain an accurate, auditable workflow history in Auxita.