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Introduction: This guide provides instructions on how to configure form groups and add them to users for the purposes of sending the appropriate disclosures via the Tracker BI widget.

Step 1: Connect forms to the Request Type.

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title	Click to view a step-by-step.

1	Navigate to Administration>Forms Matrix (domain ).
2	In the Derived Request Type search field, enter “Tracker BI.”
3	Click the Refresh button. Note: It may say Search instead.
4	Click on the Tracker BI line item in the search results.
5	Click the Forms tab in the navigation menu on the left side of the screen.
6	In the section titled Forms click the Add button.
7	Search for the desired forms. Note: There are more search fields than the ones shown in the image.
8	Select the checkboxes to add the desired forms.
9	Click the Select button.
10	Repeat steps 6-9 as many times as needed.
11	Click the Save and Close button when you have added all the desired forms.

Step 2: Create a new Forms Group.

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title	Click to view a step-by-step.

1	Navigate to Administration>Forms Groups. (domain ).
2	Click the New Form Group button.
3	Enter a new Group Name. Note: It must be unique.
4	Enter your reason for adding or changing.
5	Click the Add button.
6	Search for the desired forms.
7	Select one or more forms.
8	Click the Select button.
9	Click the Save button. Note: Clicking save will save your form group and return you to the Forms Groups domain.

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title	Click to view a step-by-step.

1	Navigate to Administrator> User Access (domain ).
2	Search for a specific user.
3	Click on the user to open their access record.
4	Click the Forms Groups tab on the left side of the page.
5	In the Forms Group section, click the Add button.
6	Search for the form group(s) you created.
7	Select the form group(s) you want to add. Note: If you only want to add one form group, you can simply click on the line item to add it to the user record.
8	Click the Select button.
9	Repeat steps 1-6 as many times as needed for each individual user.