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Adding Standard Forms to a Standard Plan

When creating a Standard Plan, you can link Standard Forms to the Standard plan if you know which forms should be used in a plan. Linking standard forms is optional when creating standard plans—if you leave them out, the plan manager can link the appropriate forms after creating the plans for a workspace.

You can only link to Standard forms with an Accepted workflow state. Because of this, while a Standard form is linked to a standard plan, you are unable to manually change the standard form's state. However, if another revision in the series is accepted, Proliance automatically moves the previously accepted revision to the Canceled state and links the standard plan to the newly accepted revision. If this occurs at the Organization work area, the revision is also sent to any workspaces to which the standard plan has been exported and the links are similarly updated.

Note: At least one stage must be defined before you can add standard forms. For more information, see the Stages section in "Standard Plan - Main".

To add Standard forms to the Standard plan

1. Open the Standard Plans register from the appropriate work area.
2. Select the appropriate Standard Plan.
3. Click the Standard Forms page.

The standard forms defined for the standard plan are listed by stage.

4. Click Edit.
5. Select the stage to which you are adding a standard form.

If you need to create a new stage, you must add it through the Main page of the standard plan first.

6. Click Add Line.

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

7. Next to the Title field, click the Magnifying Glass icon and then select the standard form from the dialog box.

Only standard forms in the Accepted state are available to be added. If the standard form you wish to select has not been created in Proliance, click New while in the standard Standard Forms dialog box. Complete the required fields and change the workflow state to Accepted. You can now return to the dialog box to select this standard form.

8. Select the "Required" check box if the standard form must be used when the standard plan is chosen to create new plans.
9. From the Priority drop-down list, select the priority for the form.

The priority is for your own use only; it does not affect how Proliance processes the standard form.

10. Repeat steps 5 to 8 to add more standard forms.
11. Click Save.