Using Form Information

To use a form after design, the form name will display on the side panel under the menu option called eForms . You must set permissions under the Location Permission group to allow for viewing the forms. Forms are assigned to locations exactly the same way documents are assigned to locations. You must have permissions to view forms at the assigned location.

To add form data:

1. Click eForms on the Main Menu side panel.

2. Select the name of the form.

3. Click the Add button or the Add New Packet link.
4. Enter the following fields:

• • Description A summary of packet information.
  • Location Sets permissions to packet.
  • Type Allows for filtering.
  • Facility Used to create the packet ID number.

5. On a manual form, click the Save button and then click the link for the corresponding pages of the form and then click the Edit button. You must have Read/Write permissions to the form to enter data.

The form page will now be in edit mode and you will be able to enter data.

6. Click the Save button to save the form.
7. When finished, if a manual form has been designed with a Send Notification button, you can click this button to forward the form to a designated individual.

For a form with an automatic workflow, select the Finished/Next Step button

8. Selecting the form links at the top of each page will take you to the corresponding pages.

On a form with an automatic workflow, form navigation is enabled if the Allow Form Navigation checkbox is checked for the workflow step.