Siebel HelpDesk Guide > Setting Up Employee Self-Service >

Accessing and Submitting Self-Service Forms

End users can access forms in the Self-Service area of the HelpDesk Home page, or from the Employee Self-Service link on the site map. After a user selects the appropriate form, the form can be completed and submitted for approval.

NOTE:  Administrators can use this procedure to test the forms before final release.

This task is a step in Process of Setting Up Employee Self-Service.

Accessing Self-Service Forms

End users can access self-service forms using the HelpDesk home page.

To access an employee self-service form

1. Navigate to the HelpDesk home page.
2. From the Self-Service Section, click the Forms Library link.
3. In the Available Forms list, click the link in the Name field for the form you want to access.
4. In the form, complete the necessary fields, and then click Submit.

   Required questions are flagged with an asterisk (*).

   NOTE:  Forms can be saved and submitted at a later time even if they are not completed. To save the form and the information you have entered, click Submit Later. You can access a saved form from the My Saved Forms view.

   If the form is linked to the Inbox, the form is sent on to the first approver.

Accessing a Saved Self-Service Form

Use the following procedure to access a saved employee self-service form.

To access a saved form

1. Navigate to the HelpDesk home page.
2. In the Self-Service section, click the Forms Library link.
3. From the left navigation bar, select My Saved Forms.
4. In the Saved Forms list, select the form, and click Resume.

Accessing a Submitted Self-Service Form

Use the following procedure to access a submitted employee self-service form.

To access a submitted form

1. Navigate to Inbox.
2. Click the My Submitted Items link.
3. In the list, select the submitted item.

   You can check the status and approval history for items from this view. You can also access a summary of the form you completed.

   NOTE:  To see the entire form, including your answers to questions, navigate to the My Finished Forms view within the Forms Library.