You must have the Request Administrator permission to update form settings.
- From the Prequalification menu of the Navigation Bar, select Form Administration.
The Form Administration page displays. - Select the Form Settings drop-down.
A list of all available forms displays. - Choose a form to edit.
A Form Settings dialog box appears.
(Optional) Update General Settings
- Select the General tab.
Note: The General tab displays by default.
- Update or change the request name.
- Choose when Reviewers receive system emails:
- After each section is submitted
- After all sections are submitted.
- From the Contacts drop-down list, select a contact to display to submitting users.
- Select workflow options. Either:
- Always use the same workflows for this form
Note: This option requires a Category Review Workflow.
- Allow a choice of workflows per vendor.
- Always use the same workflows for this form
- Select Save.
Note: Save changes before navigating to another section or closing the dialog box.
(Optional) Update Expiration Rules
- Select the Expiration Rules tab.
Expiration settings display.- To update settings for all categories, select options from the drop-down lists at the top of the page.
- To update settings for a single category, select options from the drop-down lists in the section row.
- Choose whether sections expire automatically or manually.
For sections which expire automatically:- Select how often a section requests new data.
- Choose how to configure expiration dates:
Vendor's fiscal year end date
Section's review date
The date of [custom date].
- Select Apply.