Creating Supplemental Data Ad-Hoc Forms

When creating Supplemental Data Form templates, Administrators can specify whether the template can be used for creating Ad-Hoc forms, and then select the users who are allowed to create the forms. Users who have been assigned the proper security rights can then create Supplemental Data Forms from the template as needed.

To create a Supplemental Data Ad-Hoc Form:

  1. From Tasks, select Supplemental Data Tasks.

  2. Select the Collection Interval, and then select members for the POV.

    The POV dimensions depend upon the collection interval that is selected.

  3. For Template, select the template for which the Ad-Hoc Form needs to be created.

  4. Click on the Create Ad-Hoc Form (+) icon to create an Ad-Hoc Form.

    Note:

    The Template must be deployed before you can create an Ad-Hoc Form.

  5. Select a member for each workflow dimension and select users for the workflow options (Prepare, Prepare Approve, Prepare Approve Post).

    Note:

    The Form Preparer and Approver cannot be the same for Ad-Hoc Form creation.

  6. Click OK.

    The Ad-Hoc Form is created and opened for data entry.