- Administrator's Guide
- Managing Form Templates
- Deploying a Form Template to a Data Collection Period
Deploying a Form Template to a Data Collection Period
To deploy a form template to a data collection period:
- In your application, select Manage, and then Form Template.
- Click Deploy
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The Deploy Form Template displays Pending Period and Open Period Data Collection Periods to choose from.
- To select another data collection period:
- Click Search
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- In Select Data Collection Period, select Year and Scenario.
- Click Search to refresh the periods.
- Select a period.
- Click OK.
- Click Search
- Select the form templates for that data collection period.
- Click Deploy.
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If the form template already was deployed, a warning message says that all existing form instances and data for that form template will be removed and new form instances will be generated.
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If additional Form Templates that are not part of the original selection must be deployed based on their data set relationships, Additional Form Templates is displayed. Click OK.
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- After deployment is completed, a confirmation dialog box indicates the following information:
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Form Templates Selected: Total number of checked Form Templates from the Deploy dialog box, plus those added from data set relationships.
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Form Template and Period frequency do not match: Number of Form Templates that do not match the DCP frequency. If nonzero, then click View Details to display the form template missing the frequency.
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Total Forms to deploy: Total number of forms specified on each of the form templates.
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Errors: Total number of forms with errors. If non-zero, then click View Details to display the forms and the reason for the errors. No copying is done.
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