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Adding Completing a Form Item to in Resources

You may add a form item (or instance) to Resources for use the Resources tool to complete any form that has been added made available to you via the Forms tool in any site in which you are a participant. For information on adding forms to sites, see Adding a Form.

To add complete a form item, follow these steps:

  1. Open Go to My Workspace and open the Resources tool and select an appropriate folder. In most cases, this will be your My Workspace Resources folder.
  2. Select New Form Item from the Add pulldown pull-down list for the folder to which you want to add the form iteman appropriate folder within your My Workspace Resources folder. Sakai displays the Select a Form screen.
  3. Forms will be displayed according to the sites in which they have been made available. Select the appropriate form from the select box.
  4. To proceed, click Continue. Or, to exit without adding a completing the form item, click Cancel. If you clicked Continue, Sakai displays the form you chose. The nature of the display will vary depending on the form.
  5. You have these options:
  • To proceed, fill out the form as usual and click Continue.
  • To return to the preceding screen and select another form, click Back.
  • To exit without adding a completing the form item, click Cancel.

If you clicked Continue, Sakai displays the New Form Item screen. This screen can be used to edit properties of the newly created completed form item such as name, description, and accessibility. These properties can be modified later by going to Resources, locating the created completed form item, and selecting Edit Content Details under the Actions pulldown pull-down list. After completing the New Form Item screen as desired, select Finish to create complete the form item in Resources or Cancel to discard all progress on the current form itemin completing the form.

[Note: If you complete a form in a folder in a site other than My Workspace, the completed form will be available to all participants in that site.]

[Note: Forms completed during the process of working with a matrix or wizard can be accessed by opening the Portfolio Interaction folder in your My Workspace Resources folder and opening the folders for the appropriate site, matrix, or wizard.]

Editing a Form in Resources

To edit a form that you have already completed, follow these steps:

  1. Open the Resources tool and the folder containing the form.
  2. Select Edit Content from the Actions pull-down list for the form you want to edit. Sakai displays the completed form.
  3. Make the appropriate changes.
  4. To complete the edit, click Save Changes. Or, to exit without editing the form, click Cancel.

Deleting a Form in Resources

To delete a form that you have already completed, follow these steps:

  1. Open the Resources tool and the folder containing the form.
  2. Select Remove from the Actions pull-down list for the form you want to edit. Sakai displays a remove confirmation screen.
  3. To remove the form, click Remove. Or, to exit without removing the form, click Cancel.