This video is intended for: Admins of the Capital Budgeting module.
Use this article after: Auditing your Capital Request forms.
All of the forms in your library are available for use by your contributors. If you’d like to manage the forms that are accessible to your department leaders, use the archive or delete feature.
- From the appropriate capital budget, navigate to the Request Manager and then select Forms.
- Select the settings icon next to the form you wish to archive or delete.
- A menu will appear with the option to archive or delete the form.
Note: Deleted forms cannot be recovered and will need to be recreated. Archived forms are not available for use by requesters but can be found in the archived forms section of the report library and restored for future use.
Ready to Edit a Form?
Learn more with this article: Edit a Request Form
Have more questions or need assistance?
Submit a Request