eForms

Integra eForms are used to collect and store information and to respond to requests for action. The information and the actions to be carried out need not necessarily relate to data stored on Integra tables. The eForms are maintained and deployed by your Systems Administrator as part of an eForms Project and it will be available to you depending on the deployment options set for it. It will be accessible and can be run on a stand-alone basis via the EFM301 eForm option but only if the Restricted Form flag was set to No during project definition, and if form security has been set to provide you with access. It may also have been made available on the Integra menus.

Forms may be set to interact with standard Integra programs. Forms set to interact with the header section of a standard Integra enquiry program for example, will be shown in the same area as the program title to the left of the Options command once the enquiry header information is displayed. If there are several forms, the selection button q can be used to access the one required.

·       eForms you have already entered data against are available in the My Forms tab.

·       eForms which require a response from you are available in the Forms Requiring Attention tab.

·       If your role within the organisation requires you to initiate the completion of a new form, the Start New Form command can be used to open a form selection window from which you can select the eForm required.

Some eForms consist of several pages, each linked to a process stage. If this is the case, you will be prevented from accessing the page until the processing stage the page was designed for has been reached. Where the steps required for form completion are not self evident, your Systems Administrator will have included introductory and summary text to guide you. Some individual fields on the eForm may have a help icon associated with them and where this is the case, you can click on the icon to get additional help.