Open topic with left hand navigation
About Forms
A form is a special
type of catalog card that allows you to use external files in the Management Plans feature of Proliance.
Like a catalog card, a form can represent any electronic document: word
processor files, spreadsheets, or scanned images of paper documents.
Forms
vs. Catalog Cards
Forms are very similar to catalog
cards. They both have the same purpose: to allow you to add external
files to Proliance and to optionally circulate the card for review and
approval.
However, forms are intended to represent files that will
be used within plans in the Management
Plans feature. Catalog cards represent files and items that are
general in nature. A file attached to a catalog card cannot be used in
plans.
Forms
vs. Standard Forms
Forms can be added to stages of a plan
in use. Standard forms are only used to create forms when a plan stage
is initiated or to "refresh" a form back to its original state
when a stage is initiated.
A standard form itself is only used in a standard plan,
while a form is used in plans. A form cannot be used to create another
form.
Forms are found in the Forms register in the Workspaces
work area. They can be added to this register in any of the following
ways:
- You manually create
a new form in the register.
- You create
plans for a workspace. Proliance copies the standard forms found in
the standard plan and then adds them to the Forms
register.
Forms can only be added
to the plans for that workspace; they are not available to any other workspace.
A form can have several revisions.
Proliance automatically creates new revisions of a form as it moves
through the stages of a plan. The form’s file attachment can be rolled
over from one revision to the next or can be refreshed from the standard
form.
Information in a form is organized across the following
pages:
Additional information is also available on the following
tabs:
- References:
Displays the revisions of the form and shows other documents that have
a relationship to the form. For more information, see "About
the References Tab".
- Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"
- Workflow: Enables you to see where the document is in its lifecycle, the users
who have already performed actions on the document, and the users who
will receive notification when the document changes to a specific state.
For more information, see "Workflow
Tab".
- Activity Log: Records all the activities of the document, such as when it was saved,
imported, exported, forwarded, or received. For more information, see
"Activity Log Tab".
- Attachments: Contains a list of all the documents related to this form. For more
information, see "Attachments
Tab".