Compliance - Shore

Forms – Complete a Form

On shore, the Library tab in Forms displays all the shore-based forms that a logged in user has permission to use. Any shore-based forms that are currently in progress or awaiting approval will also appear on this tab.

 
  1. From the menu, under Compliance, select Forms.
  2. Click the Library tab.
  3. From the Library list, select the form you want to use.
  4. Enter the details:
    1. Select your name from the Filled By field.
    2. Make sure the date and time displayed in the When fields are correct.
  5. Complete each item in the form.
  6. (Optional) To print, click Print.
  7. (Optional) To add a note, click Notes.
  8. (Optional) To attach a file, click Attachments.
  9. Do one of the following:
    • To stop working on the form and return to it later, click Finish Later.

      When you're ready to continue working on it, select it from the In Progress list on the Library tab.

    • To discard the form, click Discard.
    • To finish the form, click Finish Now.