Overview

Form Sets are groups of forms that are related to one another and implemented as a set. Form Sets are defined by a system administrator. Form sets are made available for adding to submissions, permits and/or compliance actions by agency staff.

The most common type of form set is a Schedule Group. A schedule group is the name given to a form set that has been added to a permit or compliance action.  For example, a Form Set named “Construction Reporting” may contain two schedules; one for the permittee to notify the agency of the beginning of construction, and a second to notify upon completion of construction. Each form within a form set is a schedule.

The diagram below illustrates the relationship between form sets components. 

Adding a Form Set to a Permit or Compliance Action

To add a form set (schedule group) to a permit or compliance action:

1. Open the Permit Details or Compliance Action Details screen
2. Select the Schedules tab
3. Click the Copy Schedule Group button
4. Browse for the Form Set you wish to add and click OK

The form set will be added. Due dates for specific schedules in the form set should be set at this time.