A Guide to Etrieve Forms
This tab, located on the left side of Etrieve Central, is where you will process any form that is in your queue. If you have form(s) waiting for your approval, a red circle with a number will appear next to the word “Inbox”.
This tab, located on the left side of Etrieve Central, is where you can view any form that you have submitted or have approved within a workflow. You can view any form that you have submitted/approved at any time. You will be able to view where the form is in the workflow under the History tab.
This tab, located on the left side of Etrieve Central, houses all of the available forms. They are listed by department.
This tab, located on the left side of Etrieve Central, is where all of your incomplete forms are located. They are auto saved into draft if you leave the Etrieve site while in the middle of completing a form. If you want to delete the form, on the right, top side there is an edit button, if you click it, check boxes appear next to the form. If you check the form and click delete, it will delete any incomplete form.
Adding Comments (History Tab)
When the form package is in your queue, then you can add comments. To do so, go to the history tab located on the form, there are two tabs within the history. There is the “Package History” and “Audit History”. Comments should be added in the “Package History” tab. Once you add your comment and hit save, it will save it for all everyone to see within that workflow. It is especially helpful if a comment is added when sending the form back to the initiator (the person who created the form). The comments will also show up in the email when the Etrieve notification is sent to be processed.
This tab, located on the form, will save the form as a PDF document, you can print or save it for your records at any point. This will download the form as well as the package history with time stamp of each person within the workflow who processed the form and comments if any. If you download before the form is finished in the workflow, it will only save the approvals up to that point.
This tab, located on the form, will pull up a print mode to print the completed form as well as the package history with time stamps and comments.
- When submitting a form, the employee ID number must be 7 digits long. It may be necessary to lead with a zero (ex: 0123456) if your current ID is 123456.
- Please be sure the budget number is correct. The old budget numbers that were used with the PX system will not be accepted. Contact the Payroll, HR, or Business Services Offices for help verifying the correct budget number(s).
- Any issues or questions that may arise with form completion or approval, please reach out to the department that owns the forms. Forms are categorized by who owns the form within the form selection tab. If unsure, please contact Ryan Henson, ITS, ext. 3206.