2.6 Completing a Form in Resources Help

Completing a Form in Resources

You may use the Resources tool to complete any form that has been 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 complete a form, follow these steps:

1. Go to My Workspace and open the Resources tool.
2. Select New Form Item from the Add pull-down list for an 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 completing the form, 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 and click Continue.
• To return to the preceding screen and select another form, click Back.
• To exit without completing the form, click Cancel.

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