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Checklist for Implementing Online Forms

  • Install eForms Module.
  • Assign permission to Forms design under Global Permissions Logoff/on to refresh permissions.
  • In the General Permissions of the permission group, Landing Pages: Enable eForms should be set to Yes.

Design Form

  • Initially design the form packet on paper. Include form field names, field types, if the field is required, searchable, on-line help, and other.
  • Determine packet field defaults.
  • Determine drop-down lists and content.
  • Determine form sections (pages) and permissions to those pages.
  • Write a form flow using a flow charting tool such as Visio.
  • Determine activity types and descriptions (i.e., signature, review, input, and others).
  • Manual form only. Determine activity categories (groups) – What activity or group of activities are valid from the form pages.

Create Fields Definition and Form

  • Add field categories. Used in manual forms only.
  • Add drop-down lists.
  • Create activity types – Make sure all form activities begin with PACKET_<name>.
  • Create packet and Forms (Pages) in TMS adding field names, types, and other field definitions.
  • If applicable, determine which field will be used for Root Cause Analysis graph.
  • If applicable, determine which Form Groups will be added to the Snapshot/Dashboard page.
  • Test the form and make necessary adjustments.
  • Design automatic workflow if required.

Adding an Automatic Workflow (Optional)

  • Assign permission to workflow design and work group list under global permission.
  • If applicable, create workflow group.
  • Add new workflow by selecting workflow design:
    • Create packet should be the first step of the workflow.
    • Create activities with originator filling out form should be the second step.
    • End packet should be the last step of the workflow.
  • Enter remaining steps.
  • Create template for merging data into a report (if applicable).
  • Add workflow to the form using the edit function on the Form Group Detail page, under Form Design.
  • Test workflow.

Validation and Deployment

  • Write SOP or instructions for use.
  • Write validation script.
  • Execute validation script.
  • Train employees.
  • Deploy form.

 

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