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Creating a New Standard Form

Create a new standard form when you need to create a form that will serve as a standard for future forms. These standards are not used directly in plans.

Your security role must have permission to create standard forms. For more information, see "About Security Permissions".

To create a form or standard form

1. Open the Standard Forms register.

Standard forms created in the Organization work area can be added to plans for any workspace. Standard forms created in the Workspaces work area can only be added to plans for that workspace.

2. Click New to create a new document using the default subtype.

— or —

Click the arrow next to New to select another subtype. For more information, see "About Document Subtypes".

A blank form document appears. Some information may already be filled in, depending on the subtype used.

3. Complete the following required information:
• Name:Type a string of characters that collectively identifies all revisions of a particular template form. For example, Document X has three revisions. You assign each revision the name "DOCX" to indicate that they belong together. The name must be unique within the workspace. Proliance does not allow more than one template form revision to have the same combination of name, revision number, and system revision number.
  
  Note: Changing the name will update all the other template form revisions with the same name to the new name.
• Revision Number:Similar to the system revision number, except that you can use your own numbering system. Proliance will attempt to increment the Revision Number intelligently when new revisions are created.
4. If you are performing a workflow action on the document, complete the information required for this action. For more information, see "Form/Standard Form Workflow Actions" for a list of preconditions for a specific action.
5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Optionally create a review process for the document if you want to circulate it for review.

For more information, see "Creating Review Steps". You can create a review process at any time before the document is circulated for review.

7. Click Save.

Proliance saves the form. Click Exit edit mode when done.

What can I do now?

When you have finished, you can add the standard form to a standard plan. For more information, see "Adding Standard Forms to a Standard Plan".