What it does
Everyone with assigned forms gets a personal "My Forms" page listing what's pending, in progress, and done. Opening an assignment presents the form for completion, with progress saved as a draft so you can leave and come back; submitted forms remain viewable in read-only mode.
Who it's for
Anyone asked to fill out a form — learners completing self-assessments and activity evaluations, supervising faculty evaluating learners, and coordinators or advisors completing administrative forms — all in the same personal-portal experience regardless of role.
How it works
Status. Your pending forms appear on the My Forms page with status and due-date information. Assignments move through clear statuses: pending, in progress, completed, and — when things slip — overdue, expired, cancelled, or declined.
Filling it out. You answer questions section by section, with answers saved as a draft so the form can be resumed later — nothing is final until you submit. Depending on how the form was built you may see:
A signature step, when the form requires signing at submission.
An "unable to assess" option, letting you record that you cannot evaluate the person or activity instead of submitting answers (form builders can disable this option).
Prior completed responses about the same person on the same form, shown for context. On confidential forms, earlier responders are shown as "Confidential."
File or document upload questions.
After submitting. The assignment shows as completed, and you can reopen it in view mode to read what you submitted.
Before you start
You need an assignment addressed to you — you cannot open someone else's form.
Check the due date on the My Forms page before you start; some forms lock or expire once the date passes.
If the form has an unable to assess option and you genuinely cannot evaluate the subject, use that instead of guessing at answers.
Do this
Open the My Forms page (
/forms/my) → you should see your assignments grouped by tab, with For Me for forms you complete.Select a pending assignment → the form opens at
/forms/complete/:assignmentIdwith its questions in sections.Answer each section's questions; use the file upload field or the signature step if the form includes them → your progress is saved automatically as a draft.
If you cannot evaluate the subject and the form allows it, select the unable to assess field on that same screen instead of answering → the assignment records that outcome.
Select the Submit button (or Submit on behalf, if you are completing it for someone else) → confirm Submit form? in the dialog → you return to My Forms and the assignment shows as completed.
You're done when
The assignment moves from pending or in progress to completed on My Forms.
Reopening it shows your answers in read-only view mode.
The recipient (or, for confidential forms, the reveal process) can account for your response once conditions are met.
Boundaries and limits
You can only open assignments that belong to you; access to an assignment is validated before the form is shown.
Once submitted, a response is read-only for the responder; there is no self-service edit or retract.
Assignments can be locked by administrators, which makes them read-only even before submission.
On confidential forms, responder identities are withheld from recipients until the form's reveal conditions are met (a minimum number of responses, and optionally a waiting period).
On anonymous forms, the completion payload also redacts the responder's name, email, and id for anyone but the responder — a co-viewer or manager opening the same assignment doesn't see who is answering until reveal paths apply.
Requests assigned to you can be declined, but regular assigned forms are expected to be completed or marked unable-to-assess (when allowed).
Prior-response context is limited to the most recent completed responses for the same form and person.
Common questions
Q: Will I lose my work if I close the form halfway through? A: No. Answers are saved as a draft, and the assignment shows as in progress until you submit.
Q: Can I change my answers after submitting? A: No. Submitted responses are final for the responder. Contact your program administrator if a correction is genuinely needed.
Q: What does "unable to assess" mean? A: It records that you did not have enough interaction to evaluate the subject, instead of forcing answers. Some forms disable this option.
Q: Why does a form show as expired? A: The assignment passed its expiration date before it was completed. Expired assignments can no longer be filled out; ask your administrator if it should be reissued.
Nursing pre licensure programs
Applies to: nursing-pre-licensure. Differences from the base article only.
Who it's for
In pre-licensure nursing programs, the people completing forms are nursing students and their clinical instructors or preceptors. Students complete self-assessments and clinical course evaluations; clinical instructors complete clinical performance evaluations about their students. Course coordinators and program administrators manage the assignments behind the scenes.
How it works
The completion experience is the same, but the surrounding vocabulary differs from the base article's rotation-centric framing:
Assignments typically arrive at the start or end of a clinical course or clinical placement rather than a residency rotation.
A clinical instructor evaluating a student may see the student's prior clinical evaluations on the same form for context across placements.
Student evaluations of clinical courses and instructors are commonly confidential, so earlier responders appear as "Confidential" and instructor-facing results are withheld until enough students have responded.
Common questions
Q: I'm a clinical instructor with ten students. Do I get one form or ten? A: One assignment per student. Each appears separately in your My Forms list, and each can be drafted and submitted independently.
Q: Can students see their clinical performance evaluations? A: Only after the program releases completed results to recipients. Until then, a completed evaluation is visible to program staff but not the student.
Related articles