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After completing the Account Wizard steps, a summary screen opens. Review all the details entered for accuracy. Based on the answers provided in the Account Wizard, the system presents the user with all the appropriate forms. You can add any additional forms available to the required set of forms.
Add Forms: To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.
Move Forms: To move forms from the Optional Forms section into the Required Forms section, click on the Add button.
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Tip: Alternatively, click Remove to move the forms back to the Optional Forms section. |
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Tip: A history of the answers you chose is included on the right-hand side; you can click any of those items to go back and change your answers in the wizard if necessary. |
After reviewing all the details, click on the Create Work Item button.
