---
title: How to Assign an Additional Form
description: The user who initiates the Additional Form in Auxita is automatically assigned to it by default. However, the form can be reassigned to another team member, or group of users for review and completion.
---
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October 28, 2026
# How to Assign an Additional Form
## The user who initiates the Additional Form in Auxita is automatically assigned to it by default. However, the form can be reassigned to another team member, or group of users for review and completion.
#### **Steps to Assign a Form**
After opening the **Additional Form** from the Patient Profile or the **Programs/Overview** section, there are **two ways to assign the form** to another user or group:
#### **Assign the Form Without Advancing**
Use this option when you want to change who the form is assigned to **while keeping it in its current stage**.
**Example:** If another team member needs to continue working on the form before it is ready to move forward, you can assign the form to them **without changing its current stage**.
1. In the bottom-right corner of the form, open the **Assigned To** dropdown.
2. Select the user you want to assign the form to, or select a group from **User Groups**.
3. Select **Save & Close** to save your changes.
**NOTE** Assigning the form using the **Assigned To** dropdown does not change its current stage. If the form is ready to move forward in the workflow, it must also be advanced to the appropriate stage.
#### **Assign the Form While Advancing**
Use this option when the form is **ready to move to the appropriate stage** and you also want to assign it to the person or group responsible for the next step.
**Example:** If you have completed your portion of the form and it is now ready for review by another team member, **advance the form to the appropriate review stage and assign it to that user at the same time.**
1. Select **Advance**.
2. Choose the appropriate **stage** for the form.
3. Assign the form to the appropriate user or **User Group**.
4. Complete the **Advance** action to save your changes.
 **NOTE** If the user you have assigned the form to has immediate notifications enabled, they will receive an email or SMS right away letting them know the form has been assigned to them. If the user does not have immediate notifications enabled, they will be notified in their Daily or Weekly summary email that an **Additional Form** has been assigned to them.
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