Some forms need completing again each year - Form Resubmission handles this for you.
Once enabled on a form template, anyone who completes that form is automatically asked to complete it again twelve months later, on the anniversary of their last submission. You don't need to track dates or chase people manually.
Turning On Annual Resubmission
Select the Forms tile.
Open the form template you want to change.
Go to Additional Options Box (on left hand side)
Toggle 'on' - Require Resubmission.
Two options appear beneath it
Auto-approve resubmissions
Resubmissions apply to
When you enable the setting on a template people have already completed, you'll be asked whether their existing submissions should be used to work out the next due date. Confirm, and Chime schedules each person's resubmission twelve months from when they last completed the form. Decline, and only completions from this point forward are counted.
Auto-approve Resubmissions
This controls what happens the moment someone finishes a resubmission.
Enabled — the resubmission is recorded as complete straight away. Nobody needs to check it.
Disabled — the resubmission is held Pending Review until someone approves it.
NB: Changing this setting only affects resubmissions generated after you save. Anything already issued and waiting to be completed carries on under the setting it was created with.
Resubmissions Apply To
This controls who gets asked to resubmit. Select one or more cohorts, or leave it as Everyone.
Anyone due to resubmit who belongs to at least one selected cohort receives a resubmission.
Anyone outside those cohorts is skipped, and their existing completed form is left untouched.
Cohorts only ever narrow the audience. Someone who has never completed the form won't be asked to resubmit just because they're in a selected cohort.
NB: At least one cohort must be selected. If you clear them all, the template won't save and you'll see a message asking you to pick one.
Cohort membership is checked at the point resubmissions are worked out. If someone leaves a cohort — or you remove that cohort from the template — any resubmission already issued to them still needs completing, but they won't be picked up next time round.
Turning Off Annual Resubmission
Disable Require Resubmission and save. You'll be asked whether resubmissions already scheduled but not yet due should be cancelled.
Confirm — pending resubmissions are cancelled.
Decline — they're left in place and will still be issued when their date arrives.