This guide assumes you are using a Form Template which contains a Further Actions Section. For information on how to add this Section to a Form Template, see the Sections on Form Templates guide.
The Further Actions Section of a Form gives Line Managers the ability to add another Form to the training plan of the User as a next step within the performance process. The Form that has been added will be accessible to the User via My Activities.
Note: Depending on the workflow settings, the manager may have to initiate it before the User can open it.
To add a new Form, click on the Add Further Action button.
Click on the radio button next to the appropriate Form then click Add.
Set the Due Date for the new Form. Additional Forms can be added by clicking on the Add Further Action button again.
To remove a Form, click on the X to the right of the assignee's name then click on Yes on the next window to confirm the action.
Completion of the Further Actions Section is mandatory. Therefore, if no further forms are required, tick the box next to You must tick this option to confirm that no further actions have been identified.
