Creating a Form Record

Creating a Form Record

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 Step

  Action

  1

Navigation (Menu):  Completions > Forms and Task Models > Forms and Checklist Library

Forms and Checklist Manager.

 2

The Forms and Checklist Manager.

Forms & Checklist Library New button.

 3

Press the NEW button.

Forms and Checklist Library Edit Form.

 4

Enter in Forms and Checklist Edit Form data.

The “Group Type” is an important assignment and is only used for those forms that have multiple asset tags that will be associated with the form.  If the forms are used to list multiple cables, select the “Cable Pack” Option.  If the form is to list multiple lines, select the “Line Packs” option.  If the form is designed for a Loop, where it will list child devices, select “Loop” and if the form is intended only for Systemization items (e.g. systems, or subsystems and no assets), then select “Systemization” option.

NOTE: If the user presses “Create Associated Task Model” it will create a task model and automatically link to the test form. ONLY do this if task models DOES NOT exist.

Forms and Checklist Library Save button.

 5

Press the SAVE button.

Forms and Checklist Library Close Form button.

 6

Close Form.

Next Training Topic:  Inserting Mail Merge Fields into a Form

For internal use only