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Plan – Forms

The Forms page of a plan lists the forms belonging to the current stage of the plan. When a plan revision is created from a standard plan, the standard forms associated with that standard plan are used to create the plan's forms. Every form created in this way appears on the Forms page of the appropriate plan, as well as the Forms register.

The plan manager uses the Forms page to ensure that all the correct documents for the current stage are present. If not, the plan manager can add or remove forms as necessary.

In a plan, you can only view the forms that belong to the current stage. If you want to view the forms that are assigned to other stages, open the Standard Forms page of the standard plan used to create the plan.

This page shows the following information. The document needs to be in edit mode before you can modify the fields.

• Title: Click the Magnifying Glass icon to select the title of the form.
• Manager: The Managing Contact responsible for the particular form. You can select the Managing Contact from the Main page of a form.
• Current State: The current workflow state of the form.
• Required: Select this check box to indicate whether the form is required in the current stage of the plan. Note that a form may be optional in one stage, but required in another.
• Priority: Select the importance of the linked form to the plan: Low, Medium (default), or High. This rating is unique to the current plan. Hence, if the form appears in multiple plans, it can have independent importance ratings in each plan.
  The priority indicator helps you organize the forms within a plan package. Proliance will display the higher rated forms at the top of the list.  

For information on how to add forms to this page, see "Adding Forms to a Plan".

For information on how to remove forms from this page, see "Removing Forms from a Plan".