How to Mass Finalize Forms

How to Mass Finalize Forms

Mass Finalizing Forms tool allows you to mass finalize forms that have yet to be finalized and are still showing on your reports.

1. Click Administration
2. Click Forms from the drop down menu
3. Click Mass Finalize from the list of tabs
   1. This will open the 1Life Form Tools, another application used to manage your Forms.
4. Click New Finalize Job and enter a name for this job.

A best Practice is to ensure that you select ‘NO’ to has outstanding corrective actions.  Remember that forms cannot be edited once finalized and you shouldn’t finalize forms with outstanding corrective actions.

5. You can then search and filter through your list of forms to select the ones that need to be finalized.
   1. Click the checkbox beside the forms you wish to select.
   2. Click the add form button or add all forms to add all the forms with the current filter.
   3. Click next to proceed.
6. If you are completing a lot of forms, it may take some time. On this screen you can select “Email me once the job is completed”. Enter your email address.
7. Click Start Finalize.

You will see the threads on the main screen. You can select the refresh button to update the status.

Completion may take some time depending on the number of forms being finalized.

Once complete the form will have the visible digital signature and comment.