Author Forms

The Grievance interview template additionally allows the author to design a PDF form that will be generated and attached to the record at the end of the interview.

This can be useful for creating:

• Decision letters
• Incident reports
• Other mandatory reporting forms

To create a Form you will need to have installed Oracle Analytics Publisher Desktop

To add a form to an interview:

1. From the Interview Definitions page, select Edit for the interview definition you want to create the form for.
2. Click View Details.
3. Enable Show field identifiers for document templates then close the Interview Details drawer.
4. Next to each question (field and data collect input), you should now see a variable name. For example, if you added a question “What outcome is the employee seeking?” a variable name “what_outcome” may be appearing next to that question. Take a note of the variable names of the data you intend to use in your form.
   Note:

   You can change the variable name by selecting Edit Variable Name from the context menu next to the question.

5. Create or edit a form template using Oracle Analytics Publisher Desktop. Use the variable names from your interview as field names in your form. See Designing and Publishing Pixel-Perfect Reports in Oracle Analytics Server for information on designing form templates.
6. Save the form template.
7. Back in your interview definition, Click View Details to open the Interview Details panel again.
8. In the Forms section of the Interview Details drawer, select Add File to upload your form template. Once uploaded, close the Interview Details drawer.
9. In the Actions menu select Save as Draft to save your changes.

Note: You can test your form is generating correctly, in the Interview Preview pane. On clicking End Guide, a page showing generated forms will appear for you to download and review each document.