Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
HideElements metas true breadcrumb true childpages true watch true sidebar true create true share true favorite true tools true spacelogo true likes true
Background Color | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
|
If you have the appropriate rights, you can create new form templates and questionnaires. As part of this process, you specify the users and resources that can activate the form and complete it. You also specify the users and/or resources that are to receive the completed form.
The Form Configuration page shows the title and description of each form. It also indicates whether the form is configured and/or active. The workflow differs based on the option options you choose from each of the following fields:in the Form Activation
Image Removed
and Completed Form Delivery fields.
Image Added
Refer to the appropriate procedure based on the form activation option you choose.
Your next step when creating a new form template is to configure your form's questionnaire.
Note the following about form creation:
Refer to About Form Configuration for detailed field definitions.
In these procedures, when you need to specify users and/or resources who are responsible for the form, you can use the search fields toward the top of the page to search by role, resource type, and/or user ID.
Typically, a form is completed by a user or a resource, not both. If you specify both, the system delivers it to both. This means the user can receive duplicate forms—one directed to the user and a second to the user's resource.
Anchor UserToActivate UserToActivate
UserToActivate | |
UserToActivate |
To activate for another user to complete
Use this procedure to configure forms that are activated when a user initiates the form and sends it to be completed by someone else.
The workflow differs slightly depending on the option you select for Completed Form Delivery.
From any page, open the Form menu and click Configure Forms. The Form Configuration page opens.
Click Create New Form Template. The Create New Form Template page opens.
In Title, enter the form template's title or name.
In Description, enter a description of the form template.
In Form Activation, select User Initiate & Other To Fill Out.
In Completed Form Delivery, select how the completed form is to be delivered:
User To Individual Users
User To Individual Resources
User To Users and Resources
Template Defined
Select the notification method(s) for this form (How to notify the form has been completed).
From Notification Sound, select the sound you want.
Tip: To hear the sound you selected,
click Play.
In Mandatory, indicate whether form completion is mandatory.
In Active, indicate whether this form is active.
Click Next.
The Users to Fill Out Form
page opens.
Select the user(s) who are responsible for completing the form.
Click Next.
The Resources to Fill Form
page opens.
Select the resource(s) that are responsible for completing the form.
Click Next.
The Form Security Settings
page or Users to Receive Completed Form
page opens.
If you see
the Form Security Settings
page:
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
If the page you see
is Users to Receive Completed Form, :
Select one or more recipients for the completed form.
Click Next.
The Form Security Settings
page opens.
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
Anchor | ||||
---|---|---|---|---|
|
To activate and complete the form yourself
Use this procedure to configure forms that a single user activates and completes. With this option, the activator can choose to receive confirmation that the form was received and acknowledged (Read Receipt option).
The workflow differs depending on the option you select for Completed Form Delivery.
From any page, open the Form menu and click Configure Forms. The Form Configuration page opens.
Click Create New Form Template. The Create New Form Template page opens.
In Title, enter the title or name of the template.
In Description, enter a description of the form template.
In Form Activation, select User Initiate & Fill Out Him/Herself.
In Completed Form Delivery, select how the completed form is to be delivered:
User To Individual Users
User To Individual Resources
User To Users and Resources
Template Defined
Select the notification method(s) for this form (How to notify the form has been completed).
If you chose to deliver the form to individual users or individual resources, select or clear the Read Receipt check box, as appropriate.
From Notification Sound, select the sound you want.
Tip: To hear the sound you selected,
click Play.
In In Mandatory, indicate whether the form is mandatory.
In In Active, indicate whether this form is active.
Click Click Next. Based on the page that opens, following the appropriate procedure, below.
If you selected selected User To Individual Users in in Completed Form Delivery, the the Define Completed Form Delivery Choices - Users page page opens.
Select users by doing one of the following:
select All Users
or clear All Users
and then select individual users.
Click Next.
The Form Security Settings
page opens.
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
If you selected selected User To Individual Resources in in Completed Form Delivery, the the Define Completed Form Delivery Choices - Resources page page opens.
Select resources by doing one of the following:
select All Resources
or clear All Resources
and then select individual resources.
Click Next.
The Form Security Settings
page opens.
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
If you selected selected User To Users and Resources in in Completed Form Delivery, the the Define Completed Form Delivery Choices - Users page page opens.
Select users by doing one of the following:
select All Users
or clear All Users
and then select individual users.
Click Next.
The Define Completed Form Delivery Choices - Resources
page opens.
Select resources by doing one of the following:
select All Resources
or clear All Resources
and then select individual resources.
Click Next.
The Form Security Settings
page opens.
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
If you specified specified Template Defined in in Completed Form Delivery, the the Users to Receive Completed Form page page opens.
Select one or more recipients for the completed form.
Click Next.
The Form Security Settings
page opens.
Select the settings for the appropriate users: Activate Form
and/
or Run Report.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
Anchor | ||||
---|---|---|---|---|
|
To make the system activate the form upon a status change
Use this procedure to configure forms that the system activates when the specified status type is changed to a particular value:
From any page, open the Form menu and click Configure Forms. The Form Configuration page opens.
Click Create New Form Template. The Create New Form Template page opens.
In Title, enter the title or name of the template.
In Description, enter a description of the form template.
In Form Activation, select As Certain Status Changes.
Note:
The Completed Form Delivery
field shows the
value Template Defined. You cannot change the value for this type of form activation.
Select the notification method(s) for this form (How to notify the the form has been completed).
From From Notification Sound, select the sound you want.
Tip: To hear the sound you selected,
click Play.
In In Mandatory, indicate whether the form is mandatory.
In In Active, indicate whether this form is active.
Click Click Next. The The Form Activation Status Type page page opens.
Select the the Status Type.
Click the the Select Status Type Type button. The The Form - Status Change Setting or or Set Numeric Status page page opens.
Tip: The options that appear in the page depend on the status type you selected in
the Form Activation Status Type
page.
Select one or more changes that will activate the form, such as:
Whenever status change (select one or more changes).
When to send (status is above or below a specified) value.
Click Click Save Configuration. The The Users to Receive Completed Form page page opens.
Select the user(s) who are to receive the completed form.
Click Click Next. The The Form Security Settings page page opens.
Select the the Run Report setting setting for the appropriate users.
Click Click Save. The The Form Configuration page page re-opens. Your new form appears in the list.
Anchor Predefined Predefined
Predefined | |
Predefined |
To make the system activate the form automatically at specified times
Use this procedure to configure forms that activate at specific times of the day or during specific shifts:
From any page, open the Form menu and click Configure Forms. The Form Configuration page opens.
Click Create New Form Template. The Create New Form Template page opens.
In Title, enter the title or name of the template.
In Description, enter a description of the form template.
In Form Activation, select Pre-defined Shifts.
Note:
The Completed Form Delivery
field shows the
value Template Defined. You cannot change the value for this type of form activation.
Select the notification method(s) for this form (How to notify
the form has been completed).
From Notification Sound, select the sound you want.
Tip: To hear the sound you selected,
click Play.
In Mandatory, indicate whether the form is mandatory.
In Active, indicate whether this form is active.
Click Next.
The Form Shift Delivery Options
page opens.
Select the shifts during which the form is to be delivered (Template to be delivered every).
Specify a time for each shift you selected.
Tip: Time is in 24-hour format. That is, for 3:30 PM, select 15 and 30 in the time fields.
Click Next.
The Users to Fill Out Form
page opens.
Select the user(s) who are responsible for completing the form.
Click Next.
The Resources to Fill Form
page opens.
Select the resource(s) that are responsible for completing the form.
Click Next.
The Users to Receive Completed Form
page opens.
Select one or more users to which the completed form will be delivered.
Click Next.
The Form Security Settings
page opens.
Select
the Run Report
setting for the appropriate users.
Click Save.
The Form Configuration
page re-opens. Your new form appears in the list.
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||