Working with forms
Who this is for
FTOs, supervisors, program admins, and trainees. Forms handle phase advancement, evaluations, release paperwork, PIPs, and custom agency processes.
Forms hub
Forms in the sidebar (when enabled).
- Staff: select Active trainee on Dashboard first.
- Trainee: My training forms for your enrollment.
When configured for the enrollment:
- Advance [phase] — start phase advancement
- View form on in-progress advancement alerts
- Cancel [phase] advancement / Regress (supervisors)
- Complete program (agency admin)
Start a form
Start a form cards show name, purpose, description, and Start.
Which forms appear depends on allowed roles (trainee, FTO, supervisor, program admin) configured on each form.
Staff may also see Advance [phase], Complete program, or phase advancement alerts on the hub.
Complete a submission
- Fill fields (text, dates, dropdowns, signatures).
- Signatures use My Profile.
- Long text may offer Insert template….
- Save draft to continue later.
- Submit for approval or Sign and Submit for Approval when ready (signature required).
Phase advancement forms show which phase transition will occur when approved.
After submit
Status moves to Submitted or In review. Fields become read-only.
Approvers see a workflow panel with:
- Current step: [step name]
- Approve, Acknowledge, or Sign and resubmit (per step type)
- Return to prior approver (optional note)
- Comment (optional)
If returned: Returned for corrections — edit the draft and resubmit.
Track your queue: Reports → Workflow status with My queue checked.
Form purposes (badges on cards) include phase advancement, end of phase, FTO evaluation, release from field training, end of program, PIP, program evaluation, weekly/monthly summaries, and custom.
Recent activity
Recent form activity table on the hub:
| Column | Use |
|---|---|
| Form | Which form |
| Activity | Last action |
| Status | Draft, Submitted, In review, Approved, etc. |
| Open | Resume draft or view submission |
| Delete | Drafts only |
Status labels: Draft, Submitted, In review, Approved, Rejected, Archived.
Download PDF on the submission page — includes values and workflow history where applicable.
Who does what
| Role | Typical actions |
|---|---|
| Trainee | Start/completes forms allowed for trainees; acknowledge steps in workflow |
| FTO | Start forms for active trainee; complete evaluations |
| Supervisor / program admin | Approve workflow steps; phase advancement actions on hub |
| Agency admin | Complete program and full form access |
Building forms (admins)
Configure under Program → Forms, templates, and Program → Workflow. See your agency admin or DORWORKS support for setup help.
Need help?
In-app Support or support@dorworks.com — include your agency name.