How to Initiate a New Form

1. Click on the Forms Module to open the Forms Register.

2. Click New and select the type of Form to initiate.

   

3. For a Workflow Form, click Select Reviewers and choose the appropriate Distribution group then OK. This will automatically populate the For Action and For Info fields.

    

4. For Non-Workflow Forms, manually add recipients to the For Action field (who are required to update one or more sections) and recipients to the For Info fields (who need to view the Form but can only add comments in the Comments tab and view the history details).

   

5. Next, if required, define which users need access to each Form section by clicking the For Action button and assigning None, View or Full access per user per section then click OK.

   

6. Complete all other required details in the Initiator section (fields will depend on the type of Form and project) and attach documents or InEight Document Mail using the arrow next to the Attach button, if required.

7. Click Save to save progress but keep the Form as a draft.

8. Once complete, click Complete Action to publish the Form. Form Recipients will then receive a notification that a Form has been issued to them.

   

New distribution groups can be created from within the Configure Form Workflow table as outlined in section 7.13 below.

Creating Forms in Bulk

Forms can be created in bulk to serve as place holders for future use, prior to the actual forms being created.

To create forms in bulk:

1. From within the Forms register click on the More button and select Create Forms in Bulk and select the Form Type.

   

2. You will then be prompted to enter standard information that is captured when creating a single form of this type excluding any custom fields.