To best way of recommending forms depends on whether you have one or many forms to attend to.

If you only have one e-mail notification that you have not attended to, the easiest way is to click the hyperlink “click here to recommend the form or to refer it back for revision” contained in the e-mail.  This will take you to the login page of the MIS and then open the form in question.

1.   If you are satisfied with the contents of the form and want to recommend it, click Recommend on the Action Bar.  The next person in the workflow process will receive an e-mail notification that a form is awaiting his/her attention.  If previous workflow participants added Comments / Concerns to one or more sections you will be able to view these by clicking on the corresponding “traffic light” icons.  You may also add Comments / Concerns of your own by clicking one of the two Add Comment buttons at the top or bottom of an opened section.

2.   If you are not satisfied with the contents, click Refer back on the Action Bar.  Everybody that recommended the form up to this point in the workflow process will be notified by e-mail that you have referred the form back and the Project Manager will be requested to revise the form.  If the Project Manager is not a registered user of the MIS the PMU Manager (first municipal and then district) will be requested to attend to the form.

3.   If you have more than one e-mail notification that you have not attended to, the easiest way to attend to the form in question is the click the “Work list” hyperlink in any e-mail to log in and open your work list.  Click the hyperlink of the first form (or any other form if you wish) to open the form and recommend or refer the form back as described above.  Then use the Next > or < Previous buttons to open and attend to all the forms in your Work List.

Hint:  Use the Printer friendly button to generate a printer friendly version of the entire form for checking the content even if you do not actually want to print the form.  It will free you from opening and closing the sections one by one.