Accountable Forms

View, track, and organize accountable forms efficiently

AF Insurance tab

Step 1: Go to Collection tab and select Accountable Forms

It will initially show AF Insurance tab displaying AF Insuance control

Step 2: You can select existing Issuance from the dropdown

Select AF Insuance > Select the dropdowns

Adding Insuance

Step 1: Click Add Issuance button

Select AF Insuance > AF Issuance > Add Insurance

Step 2: Add Issuance Form Controls

Clear Form is for clearing the inputs, Back to List button will redirect you back to the table list and Save Insuance will save a new record of Insuance

Step 3: Fill out all the required inputs

After filling all the requireds field and dropdowns you can now click "Save Insuance"

Editing Insuance

Step 1: Click the Pencil Icon

Select the pencil looking sticker (symbol for edit)

Step 2: Edit Issuance Form Controls

Cancel Series button will redirect user to Cancel Form, Clear Form is for clearing the inputs, Back to List button will redirect you back to the table list and Save Insuance will edit or change the existing record of the selected Insuance

Step 3: Fill out all the required forms

After filling all the required fields, click "Save Insuance" button and the changes will apply

Cancelling Insuance

Step 1: Click Cancel Series button

You can view the "Cancel Series" button from the Edit form

Step 2: Fill out all the required fields

After completing the required fields, click "Save Cancellation" button

Step 3: View the Cancelled Series

From the Cancelled Series tab you can view the cancellation series table

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