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, groups, or teams 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.

Note:

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

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

   The Create Ad-Hoc Form page is displayed.

   The Period and the Template Name is displayed as selected from the Forms list and is read-only. The Level of Approval and the number of approver rows are displayed based on the levels and the approver paths that was predefined in the template by the administrator.

5. Highlight the approver path you want and click OK. If an approval path has not been defined, you can select the respective approvers and integrators. If a single approval path is defined for you on a template, that approval path is selected by default and cannot be modified. If multiple approval paths are configured for you, then select the applicable one for ad-hoc form you are creating.

   Note:

   The Form Preparer and Approver can't be the same for Ad-Hoc Form creation.

6. Click OK.

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