How do I set up and submit on-site visit forms?
Written By Josh Biller
Last updated 10 months ago
1. Navigate to the WBL Module

2. Click on Settings

3. Click on General Settings

4. Choose the form template you want to use for on-site visits and save the settings
If you didn't configure a template for this, you can learn how by clicking here

5. View on-site visits for one of your experiences by clicking on the status indicator in the on-site visit column

6. After adding a new on-site visit, you will be prompted to create a submission

7. You can also submit an on-site visit form by clicking the action button next to the on-site visit

8. Click on Submit On-Site Visit Form

9. Fill out the required signer information and click start form.

10. You can manage all of the on-site visit submissions by clicking "Manage Submissions"
