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
Details Tab
The following elements are displayed on the Details tab:
Form Type - each form must be assigned a Form Type. The default is "Unspecified" when a form is first created. The following types are available:
Application - The most common type of form. Allows users to fill out and submit a form online
Service Request - Almost identical to an Application, but the name "Service Request" conveys to users that it is not associated with a permitting activity
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 - A form that is used exclusively in the context of an existing permit, compliance action, or triggered by another submission. Schedule forms cannot be discovered and submitted on their own. They must be made available or triggered by another item such as a permit or compliance action. See the Managing Form Sets topic for more information.
Complaint - Similar to Application or Service Request
Program Component - a customizable data entry screen. Component forms must be further configured under Admin > Lookups > Component Types.
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.
