Reviewing the Work Item Summary Screen
Introduction: This page describes information on the Work Item Summary Screen before creating the Work Item.
After completing the account wizard steps, a summary screen opens. Based on the answers provided in the wizard, the system compiles the appropriate PDF forms. You can add more forms to the required set of forms if necessary.
Review all the account details (the sections are explained below), then click Create Work Item and proceed to fill out the Account Forms.
History (A): Shows all previously selected options. Click on the specific questions or click Back to return to the previous question and change the selection.
Selected Folders (B): Shows information about the clients that you selected as owners of the account.
Options Selected (C): Shows the selections you made in the Starting Point wizard steps.
Required Forms (D): The system adds these PDF forms to the Work Item automatically.
To search for and select additional forms from the library click Add Forms.
Optional Forms (E): Displays a list of forms that may be needed for this Work Item but are not mandatory.
Click the Add link to move the optional form to the Required Forms section and add it to the Work Item.