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Forms Definitions

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Checking the status of an eForm

To check the status of an eForm:
From the following URL: If you are the Initiator/ Submitter:
  • Click on the ‘My eForms status’ link (located on the left side of the webpage)
  • The list will show ALL eforms you submitted (BEN Financials, Data Warehouse, etc.)
  • Once you find the eform you want to review, click on the ‘Route Log’ icon (located in the last column) to view the routing history
If you are an Approver:
  • Under ‘Supervisor and Administrators’ section, click on the ‘Action List’ link (located on the left side of the webpage)
  • You can perform a ‘doc search’ by entering one or more of the following search criteria:
    • Document/ Notification Id
    • End-user’s PennKey or Penn ID by using the ‘Initiator’ field
    • Date range by using the ‘Date Created From’ and ‘Date Created To’ fields
    • Once you have entered your search criteria, click on the ‘Search’ button or [Enter] key
  • You can also use the ‘Action List’ to view all eForms you have acted on
    • To determine the current status, look in the ‘Route Status’ column
    • To determine the action request by you, look in the ‘Action Requested’ column
    • To view the routing history, click on the ‘Route Log’ icon (located in the last column)
  • You can also use the ‘Outbox’ to view all eForms which have been processed to date
NOTE: To view any notes, click on the Id number to view the eForm

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Fast Facts

FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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