9 Log In and Start Checklist for FreeForm Viewers

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Welcome, FreeForm Viewers!

viewer role

Here’s a checklist to help you get going with FreeForm on Day 1 of your experience, with links to documentation and other resources.


This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the FreeForm application is ready to use. It is assumed that the FreeForm business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Install clients and configure

install client

Make sure your browser meets the prerequisites.

Read this: Setting Up Browsers for EPM Cloud (15 mins)

Log in and setup

login and set up

  1. Log in to FreeForm.

    Read this: Access EPM Cloud (10 mins)

  2. Navigate around the Home page.

    Read this: Understanding the Home Page (5 mins)

  3. Get ready to work in FreeFormsuch as setting preferences.

    Read this: Preparing to Work in Planning (10 mins)

  4. Get ready to use Smart View.

    Read about:

    Watch this video: Navigating Smart View (5 mins)

Start using FreeForm (Optional)

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View, analyze, and report on your FreeForm data using dashboards, infolets, and reports.

Read this: Reviewing Data (15 mins)

Watch this video: Reviewing Data (4:21 mins)