Marking an Inventory Form as Complete

When an Inventory form is initially captured, it is recommended that the initial status set for the form is "Incomplete". It should be noted that Inventory forms at this status cannot be submitted to SHPO. During the consultant review and editing process, when a form is deemed to be complete and ready to be submitted to SHPO, the user can mark the inventory form as "Complete" (thereby changing the status). To mark an inventory form as "Complete", from the Inventory form details page, click the Complete button in the upper right. This will immediately change the status to "Complete".

Once an inventory form is at Complete status it can be submitted to SHPO for review.

Marking an Inventory Form as Incomplete

When an Inventory form is at Complete status, it may/should be reviewed by other team members (e.g., Lead) prior to submitting to SHPO. When issues/edits are identified by the consultants that should be addressed prior to submitting to SHPO, they can revert the Inventory form to "Incomplete" status, which will allow the consultant to add a communication note describing the edits to be made. To mark an inventory form as "Incomplete", from the Inventory Form details page, click the Incomplete button in the upper right. This will display a dialog prompting the user for a communication note to describe the edits required. Enter the notes indicating edits required and click the Save button when done.