Starting a Task
We've made it easy to know when a task is ready:
Look for the "Start" button.
If the task is listed under Today's Plan, is not greyed out, and the Start button is visible—you're good to go.
Just press Start to begin.
Navigating a Task
Each form is designed to be simple and straightforward. You'll usually see:
A progress bar (grey with green highlight)
A question or prompt
Response options based on the question type
Your navigation buttons include:
Red X to exit (changes to white back arrow after first screen)
Green forward arrow (active after responding)
Green check mark (appears on final screen to submit)
We'll go over the different types of responses next.
Understanding Question Types
Forms may include a variety of question types. Here's what to expect:
Single Choice – Select one option
Multiple Choice – Select all that apply
Free Text – Type your response
Numerical – Choose a number
Date/Time – Pick a date or time
Scales – Click along a scale to show your response
Some questions may include follow-ups based on your answers.
Reviewing Responses
Need to go back and check something? No problem.
Use the back arrow to revisit earlier questions
Your answers are saved and editable
You'll pick up right where you left off
Exiting the Form
Pressing the red X will delete all your responses. If you exit this way, you'll need to start the form again later.
Signing an Affidavit
Some forms may include an affidavit. Instead of signing, just check the box to confirm. Then press the green check mark to submit.
Submitting a Form
Some forms won't include an affidavit. In those cases, here's how submission works:
On the final screen, press the green check mark
A confirmation screen will appear while your responses are submitted
You'll return to the dashboard once submission is complete
Repeat the process for each scheduled task
Next Up...
Not sure what to do if something goes wrong? Learn how to handle common interruptions and move forward.
