1. Table of contents

How to complete a My Form

To complete a My Form for yourself open the My Form section from the MyView Dashboard left hand side menu and select the Complete a My Form section.

To complete a Return to Work My Form on behalf of an employee then please go to your My People Section and select the employee from the team selector menu. You will then see the options of My Team's Documents on the left-hand side menu. Select the Return to Work form that is to be completed.

MyView Dashboard Options on left hand side, highlighting 'My Forms' option
MyView Dashboard My People Options on left hand side, highlighting 'My Team Forms' option

Employees should always complete their own My Forms with the exception of the Return to Work form which must be completed by the line manager. Please note that only the line manager or a manager further up the hierarchy can complete a Return to Work Form. This form cannot be delegated.

Please click on whichever My Form you wish to complete. The My Form will then open to allow you to complete the Form. Please fully complete each section of the My Form, if you have any queries please contact MyView-selfservice@falkirk.gov.uk.

Once the form has been opened, you will be given the option to download a copy of the form. This will give you the option to save a copy for your own use. Please note that you will have access to any completed / submitted forms through the My Form History so this may not be required.

The forms also give the option to Save for Later or to Submit your My Form. If you save for later, a copy of the partially completed form will be saved for you to complete at a later date.

Once a form has been submitted a copy is sent electronically to your line manager, and they are given an email to say they have a My Form to authorise/reject. This will show up in their authorisation widget on their Dashboard. Once Rejected / Authorised this will show in the My Form History as rejected or authorised.

If the My Form submitted is a Return to Work form completed on behalf of an employee, then the employee will receive an email asking them to authorise/reject the Return to Work form that has been raised by the line manager.

My Forms section on MyView showing the different My Forms available

View My Forms history

MyView Dashboard Options on left hand side, highlighting 'My Forms' option selecting 'View My Forms History

To view any My Form that has been raised you can use the My Forms History section. Please select this option from the left-hand side menu of your dashboard.

You will then be shown the My Form history that you have completed for yourself.

You can use the search feature to search for keywords, eg Self Certificate will show only the self certificates, or enter dates to search for a particular period in time.

The table also shows the status of the My Form, whether this is Authorised, Submitted, Rejected etc.

My View Form History, showing previous My Forms submitted

If you click on the Description of the Form, the form will be opened for you to view.

If you then click on the green tick circle icon, you can see when and by whom the Form was authorised / rejected by.

Authorisation Progress icon showing form has been authorised Authorisation progress showing who the form has been authorised by along with the date and time of authorisation

Managers only

If you wish to view the My Form History for an employee then please go to your My People section, and select the employee from the team selector menu.

MyView Team selector showing employees name, job title and post ID with the option to select on right hand side

You will then see the options of My Team's Documents on the left hand side menu. Select the View Form History to view existing My Forms for this employee.

Withdraw a MyForm

MyForm drop down menu showing where My View Forms History sits

You are able to withdraw a MyForm if the form has not yet been authorised by your manager. To do this, go to MyForms > View MyForms History.

Click on the form that has the status submitted.

MyForm view showing the status of a form that has been submitted

You can then select withdraw, which will appear in the bottom right hand corner.

MyForm view of a form and in the bottom right there is a Withdraw button

Once withdrawn, the form is then changed from Submitted to Open. You have the option to delete, save for later or resubmit.

MyForm view of a form once it has been withdrawn with the option to delete, save for later, or submit.