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.
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
Fields become read-only. Approvers see workflow actions:
- Approve, Acknowledge, Sign and resubmit
- Return to prior approver
- Returned for corrections — edit draft and resubmit
Track your queue: Reports → Workflow status with My queue.
Recent activity
Hub table: Form, Activity, Status, Open, Delete (drafts only).
Statuses include Draft, Submitted, In review, Approved.
Download PDF on the submission page — includes values and workflow history where applicable.
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.