Creating Supplemental Data Manager Form Templates

To create and work with Supplemental Data form templates, you must be an Administrator or Power User.

When creating templates, you can specify whether the template can be used for creating ad-Hoc forms, select the users who are allowed to create them, and predefine the approver routing for ad-hoc forms. Individual users, teams, or groups can be defined as approvers and the approval path can be assigned to preparers of ad-hoc forms. Users who have been assigned the proper security rights can then create Supplemental Data Forms from the template as needed.

Note:

The template must be deployed before you can create an ad-hoc form.

For information on entering data into Supplemental Data forms, see the Working with Financial Consolidation and Close guide.

To create form templates:

1. On the Home page, click Application, and then click Supplemental Data.
2. Click the Form Templates tab on the left.
3. Click New.
4. On the Properties tab, provide information:

   • Name: Enter a unique form template name. You can enter a maximum of 80 characters.

   • Description: You can enter a maximum of 255 characters.

   • Collection Interval - Select a Collection Interval from the drop-down list.

5. See these topics:
   • Working with Supplemental Data Manager Form Sections
   • Specifying Form Template Instructions
   • Assigning the Workflow
   • Specifying Form Template Questions
   • Setting Form Template Access

   Save Work In-progress Templates and Validate Form Templates Before Deploying

   You can save Supplemental Data form templates even if they’re incomplete. When saving, a warning message indicates missing or incorrect information. However, you can ignore the warning temporarily and continue to save the template. This allows you to return later to add the missing information and map all the required fields from the target before deploying the template.

   After you’ve completed adding all the information to the template, you can use the Validate option from the Action menu to make sure that the template is ready for deployment.

   To validate the template, select the period, select the template that you want to validate, and click Validate. This starts the Validate Form Template non-consolidation job for supplemental data forms. After the job completes, the validation results are displayed that indicate whether the template is valid or if any errors need to be corrected. You can validate multiple templates at once.