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About Forms
Forms are documents available to the public and internal users for submission. The form type distinguishes the purpose of the form. Form types include applications, service requests, permit change forms (modifications, renewals, transfers and, terminations), complaints, and schedules. Form submissions are the primary means of initiating a work activity in nVIRO. Forms are designed and managed by internal users with certain administrative rights.
Searching Forms
To manage forms, navigate to Admin > Forms. The Forms List screen will display.
Adding a New Form
At the top of the Forms list screen, two buttons are displayed to create a new Form:
- Add New Form - Creates a new regular form such as an application that can be made available to internal and external users for submission
- Add New Component Form - creates a new program component form. Component forms are customizable data entry screens that can be added to an item within nVIRO.
NOTE: Creating and Editing Forms are out of scope for this topic.
Editing Form Details
From the Form List page click the Open button to view the form details.
Depending on the form type, up to five tabs are displayed:
- Details Tab - Basic settings for the form behavior and usage
- Dates and Deadlines Tab - Sets various date and deadline options for the form
- Default Workflows Tab - Settings for one or more workflow to add to a new submission by default
- Workgroup Routing Tab - Settings for which workgroup(s) should be assigned to the new submission
- Form Sets Tab - Indicates whether the form is part of a Form Set or is used by a Schedule Type
- Tags Tab - Lists the nFORM form sections and controls that make up the form
Form Types
Each form is assigned a Form Type. A given form will be one of the following types:
Application
Service Request
Permit Change - Permit change forms are a type of form that can only be filled out in the context of an existing permit. Permit change forms can be configured to prepopulate permit information into a form submission, such as permit number, dates, and permit category and type.
Schedule
Complaint
Program Component
Actions and Deadlines
Action Types and Deadline Rules can be configured at a form level. An action type indicates the type of processing the agency will perform on submissions using the form. A single form can be configured to have one or more action types. For example, an application may have two action types, one for regular processing and one for expedited processing.
Deadline rules (clocks) are then assigned to each action type. This allows for multiple clock scenarios per form. Within these settings is the ability to allow for holds, the resetting of clocks after a hold has ended, and the differentiation between administrative completeness and technical review deadlines.
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