Before you enable participant forms access, you will want review the configuraton options. These options will impact both the user experience of completing the forms while also change the appearance of printed output.

Online forms involve selection of benefit options under a pension plan. You need to make sure that you have a Benefit Payment Set in the Plan Document that includes all available options as well as an Export Definition that includes development of the options in its output. The Export Definition should be accessible by Administrators and possible also by Sponsor Contacts.

• Export Archive Type: double-click the Export Definition name in the Plan Document and on the Basic tab, select Benefit Calculation Results for Archive Type and save (if not already set to this value).
• Export Portal Access: double-click the Export Definition name in the Plan Document and on the Internet tab, make sure that Administrator Internet Export is checked.

To configure Worktrack to include online forms, you will need to open the Worktrack Task Definition step's Forms Configuration screen as follows:

• Open the Sponsor: File - Open Sponsor
• Open the Worktrack Task Definition Screen: Double-click the name of the Worktrack Task Definition.
• Open the Worktrack Task Definition Step Screen: In the Task Steps list, double-click the step where forms are to be completed.
• Enable Participant task Completion Rights: If not already enabled, check the box, Provide Participants option to complete step on portal.
• Configure Forms: Press the Settings button next to the check box above. This will open the Forms Configuration screen where you can choose different configuration options.
• Step Configuration: If not already configured, you should also make sure that the portal description of the Export Definition is chosen for Export Desc on the Task Definition Step screen. This will simplify the process of attaching benefit options and archive output to each task.