Projects and work
Submit, review, change status, and print a completed form
Complete a form, find its submission, update an allowed status, and produce a PDF without losing the audit trail. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, manager, company admin.
- Access to the project/submission
- form linked and active
- company-admin permission for administrative status changes where enforced.
My Work → Work Items → Forms (#/items/forms); project → Forms (#/sites/:id/v2?tab=forms)
Submit, review, change status, and print a completed form
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Open the workspace
In JobBuddy, go to My Work → Work Items → Forms (#/items/forms); project → Forms (#/sites/:id/v2?tab=forms).
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Confirm access and starting state
Access to the project/submission; form linked and active; company-admin permission for administrative status changes where enforced.
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Complete the main setup
Review field and portal submission, project filter, Submitted Form dialog, allowed status values, history/version context, Print, PDF generation, correction expectations, and sync/error recovery.
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Review the important choices
Review the distinction between editing the template and reviewing a submission.
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Verify the result
Complete a form, find its submission, update an allowed status, and produce a PDF without losing the audit trail.
Expected result: Complete a form, find its submission, update an allowed status, and produce a PDF without losing the audit trail.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Access to the project/submission; form linked and active; company-admin permission for administrative status changes where enforced.
The result is incomplete or unexpected.
Submission access follows project permissions; available statuses come from the form definition; corrections, history, printing, and mobile sync are separate; changing a form template does not rewrite old answers.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Complete a form, find its submission, update an allowed status, and produce a PDF without losing the audit trail.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.