The Summary Tab of the form contains the Name, Description, Data collection period, Status, Start Date, End Date, Instructions, Questions, Comments, and Workflow information.
To view the form summary tab:
In your application, in the user's BI Dashboard, under My Worklist portlet, click a form. See BI Dashboard View.
The POV (Year/Period/Scenario/Entity) and Data Collection Unit selection is displayed at the top of the window.
The summary information for the form:
Name and Description—From the Form Template
Data Collection Period—Period that this form has been deployed to
Status—Current detailed status
Start Date—Starting date for data collection
End Date—Final date for submission, approval, or posting (whichever is latest)
Enter the data directly or export the form to Oracle Smart View for Office for data entry.
The Actions list contains the actions available for each of the following users:
Preparer: Submit, Save, Reset
Note:
The Preparer clicks Reset to discard what was entered and reset it to the last time that the data was saved.
Approver: Approve, Reject, Save, Reset
The Save and Reset options apply to comments and answers.
Integrator: Reject, Post, Save, Reset
The Save and Reset options apply to comments and answers.
After a form is posted, the integrator has only read access to the form data. The status of the form instance is "Closed"; only the Administrator can reopen the form instance for changes.
The Instructions, Questions, Comments, and Workflow sections are in the bottom section.
