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Adding Forms to a Plan

The plan manager or other authorized users can add forms to the current stage of a plan that is being used in a workspace.

Reasons for adding a form include: a form was missed in the standard plan, or no forms were identified when the standard plan was created.

To add forms to a plan

  1. Open the Plans register.
  2. Select the appropriate Plan.
  3. Click the Forms page.

    4. The forms that are linked to the current stage of the plan are listed.

  4. Click Edit.
  5. Click Add Line.

    6. A new row is added to the end of the grid.

  6. Next to the Title field, click the Magnifying Glass icon The magnifying glass icon. and then select the form from the dialog box.

    7. You can add forms from either the organization or the workspace. If the form that you wish to select has not been created in Proliance, click New while in the Forms dialog box. Complete the required fields and click Save. You can now return to the dialog box to select this form.

  7. Click Add next to the form to add and then click OK to close the dialog box.

    8. Proliance links the new form to the plan. Forms added this way are always considered 'not required' to the plan.

  8. Select a Priority for the form.

    9. The priority only affects the sort order of the listed forms and does not affect how Proliance processes the individual forms.

  9. Repeat steps 4 to 7 to add more forms.