Content

Overview Finding and Opening Documents Form Bar Views Groups Document Toolbar Operation Buttons Review Panel Operations Filter Acknowledge   Field Toolbar Annotations and Followups Annotations Followups Attachments Overview Field Attachments AnnotationAttachments

 

Overview	Top

The eForm Manager lets you find and open a Document, then enter data into the Document's Form. Open the eForm Manager at Lab Admin → eForms → eForm Manager.

1.	Form Bar		4.	Review Panel
2.	Operation Buttons		5.	Document Frame
3.	Document Toolbar		6.	Message Area

 

Finding and Opening Documents	Top

Form Bar

The Form Bar:

•	Lets you find and open Forms and Documents.
•	Consists of panels that can be collapsed and expanded.
•	Panels can contain queries that, when clicked, load the Forms or Documents retrieved by the query into the Document Frame. The retreived items can be presented in three Views.
•	Panels and their queries are configurable using EForm Page Type properties.
•	Automatically collapses when you open a Form or Document.   Clicking the "Pin" icon keeps the Form Bar open unless you intentionally collapse it.

New Forms Panel

Purpose The New Forms panel lets you open a new Form, essentially creating a "holder" for the Form as you work on it. Configuration These EForm Page Type property values define the OOB (out-of-the-box) behavior: Functionality Property OOB Value Panel Search → Form Bar → Panels → Type New Form Searches Query Search → Searches → Type New Form Search Usage 1. Click the "My Data Entry Forms" query. All of the current User's new Forms load into the Document Frame. 2. Open the desired Form (see Views).

Recent Forms Panel

Purpose The Recent Forms panel provides direct links that open specific Forms. Up to 10 links are displayed. Configuration These EForm Page Type property values define the OOB behavior: Functionality Property OOB Value Panel Search → Form Bar → Panels → Type Recent Forms Query Search → Searches → Type New Form Usage Click the link to the Form you want to open. The Form loads into the Document Frame.

Search Forms Panel

Purpose The Search Forms panel lets you find Documents that are based on a specific Form. Configuration These EForm Page Type property values define the OOB behavior: Functionality Property OOB Value Panel Search → Form Bar → Panels → Type Search Form Searches Query Search → Searches → Type Search Form Search Usage 1. Click the "My Search Forms" query. All of the current User's Forms load into the Document Frame. 2. Open the Form for which you are looking (see Views). A view of the Form loads into the Document Frame with a Search button. 3. Click the Search button. All of the current User's Documents containing the selected Form load into the Document Frame. You can then open the desired Document from this list. 4. Open the desired Document (see Views).

Document Searches Panel

Purpose The Document Searches panel lets you find the current User's Documents that match the query search criteria: Query Searches for... My Recent Documents Most recently opened Documents. My Pending Documents Documents with Status = "Pending" (see Document Status and Document Status Transitions). My Draft Documents Documents with Status = "Draft" (see Document Status and Document Status Transitions). My Followup Documents Documents that contain Followups (see Document Status and Document Status Transitions). My Reconciliation Documents Documents that require Reconciliation (for Double Data Entry only). My Approval Documents Documents that are awaiting Approval (see eForm Data Entry Examples and Document Approval and Rejection). Configuration These EForm Page Type property values define the OOB behavior: Functionality Property OOB Value Panel Search → Form Bar → Panels → Type Document Searches Query Search → Searches → Type Document Search Usage 1. Click the desiredquery. All of the current User's Documents matching the search criteria load into the Document Frame. 2. Open the Document for which you are looking (see Views).

Text Search Panel

Purpose The Text Search panel lets you find the current User's Documents by conducting a text string search. This searches for the Document Id. Configuration These EForm Page Type property values define the OOB behavior: Functionality Property OOB Value Panel Search → Form Bar → Panels → Type Document Text Searches Query Search → Searches → Type Document Text Search Usage 1. Enter a search string. All of the current User's Documents having a matching Document Id load into the Document Frame. 2. Open the desired Document (see Views).

Views

Items retreived by searching can be presented in three Views.

Thumbnail View

Purpose

Thumbnail view provides a tumbnail likeness of the Form or Document accompanied by a header link.

Features

	Clicking the "Thumbnail" icon selects this view.
	Clicking the header link opens the item. Clicking the thumbnail selects the item. Supports Ctrl-click and Shift-click to select multiple items (Documents only).
	Hovering over a Document thumbnail shows item details.
	Zoom control provides magnification.

header View

Purpose

header view provides only the header links to the items.

Features

	Clicking the "header" icon selects this view.
	Clicking the header link opens the item. Clicking the image selects the item. Supports Ctrl-click and Shift-click to select multiple items (Documents only).
	Hovering over a Document thumbnail shows item details.

List View

Purpose

List view provides a list of links to the items.

Features

	Clicking the "List" icon selects this view.
	Clicking the opens the item. Supports Ctrl-click and Shift-click to select multiple items (Documents only).
	List is sortable by column. Click the column header to sort.

Groups

Grouping "stacks" common Documents into a group. Clicking the link on the group expands the group to show all Documents in the group. Grouping is available only when viewing Documents.

"Group By" groups Documents by the selected Group. Documents can be grouped by Form, Priority, Owner, Status, Due (DueDt), Created (CreateDt), or Modified (ModDt).

		"Select All" selects all Documents in an expanded Group.
		"Deselect All" reverses the Group selection.
		"Back to Groups" collapses an expanded Group.

 

Document Toolbar	Top

These are Document-level indicators and controls that affect the current Document.

1.	Document Id Automatically-generated identifier for the current Document. The # symbol indicates that the Document is locked, thus preventing others from editing it.
2.	Document Status Status of the current Document in the Document Life Cycle (see the eForm Document Reference).
3.	Form title title of the Form in the current Document (as specified by the title specified in the Form Maintenance page).
4.	User Generic identifier indicating the current user. This applies only DDE Forms (when multiple users are involved). This is not the UserId. It is simply a numerically-sequenced indicator of the current user (such as "User1", "User2", "User3").
5.	Page Form Page that is currently displayed. This is visible only with multi-page documents. For documents containing multiple pages, double-click "Page n of n" to show all pages. Click the arrows to advance through each page.
6.	Refresh Document (disabled when working on a new Document) Reloads the current Document.
7.	View Document Audit (disabled when working on a new Document) Shows audit details for the Document. You can also show audit details for each Field (see Field Toolbar).
8.	View Document History (enabled only for Versioned Worksheets) Worksheets with a Version history enable this, which opens a History popup that lets you step back through Worksheet history. A tooltip over the cancelled status shows the reason for Versioning.
9.	Message Panel Shows Field-level help in the Message Panel at the bottom of the screen.
10.	Review Panel Shows Review Panel in a frame to the right of the Document area (see Review Panel).
11.	Add Annotation Adds an Annotation to the Document. You can also add Annotations to Fields (see Annotations and Followups).
12.	Add Followup This adds a Followup to the Document. You can also add Followups to Fields (see Annotations and Followups).
13.	Search Using This Form Performs the same type of search as the query in the Search Forms Panel.

 

Operation Buttons	Top

Functionality	Availability/Operation
All Documents	Available on all Documents: Open For single Documents, oepns the selected Document. For groups, opens the first document in the Group and opens the toolbar below.   This lets you step through the Documents in the Group. The magnifier icon sends you back to the previous view. New Creates a new Document containing the current Form. Print Opens a printer-friendly format in a new window. Use the browser's print functions to print.
Search	Used when executing the query in the the query in the Search Forms Panel.
New Document	Available on new Documents: Submit If Document is Submitable (as defined by the Form Definition). Draft If Document is Draftable (as defined by the Form Definition). Check If Document is Checkable (as defined by the Form Definition).
Document Approval	See the eForm Data Entry Examples and the eForm Document Reference (specifically Document Approval and Rejection).
Document Manager Operations	Operations available only to the Document Manager: Lock Unlock Cancel See Document Status in the eForm Document Reference. Assign If the Document status is not "Done" or "Cancelled", this allows the Document Manager to assign the Document to another User. For groups, these buttons perform the operation on all Documents in the group. If the operation cannot be performed on a Document, none of the Documents are modified. You are then prompted with details regarding the nature of the failure, after which you can apply the operation to Documents that have not failed (and therefore can be changed).
New Version	Exposed only for Worksheet Forms with "Versionable" checked in the Form Definition. See Creating a Worksheet Form.

 

Review Panel	Top

Operations

1.

Filter

2.

Acknowledge

Review Panel settings you have selected should persist when you exit and reenter the eForm Manager.

Filter

Shows only the selected Review Items in the Review Panel:

Acknowledge

"Acknowledge" indicates that an item has been reviewed. For example, in Double Data Entry, the Reviewer can be the User who perofrms Second Data Entry, the Reconciler, or the Approver (depending on the Form options). The Review Panel alerts the Reviewer to a discrepancy by showing it on the Review Panel.

Depending on the Form options, the Reviewer can take action to Reconcile the discrepancy (such as accept on of the data values or override both with a new value), or he can do nothing (such as a Reconciler passing the discrepancy to an Approver). Regardless of Action taken, "Acknowledge" means he has seen it.

If the Second Data Entry user generates a validation error, he must acknowledge it. Further action can be taken using Annotations and Followups.

The checkmark button at the top of the Review Panel Acknowledges all items. Individual Acknowledge icons (for individual items within the review Panel) must be Acknowledged individually. There is no "Acknowledge All" facility... you must do that for each item as described in Followups.

 

Field Toolbar	Top

The Field Toolbar appears when you hover over a Field. This can be configured using the Field Panel properties of the EForm Page Type.

1.	Field Annotation.
2.	Field Followup.
3.	Field Audit Records: Click to show Field activity, e.g.,
4.	Mark Outlier: Click to exclude this value from Calculations.
5.	Delete Field Attachment (if the Field has an Attachment).
6.	Displays the Simple Instrument popup (if the Field is specified for an Instrument Id and Instrument Type).

 

Annotations and Followups	Top

Annotations

In addition to Acknowledging a discrepancy, a Reviewer can comment it using an Annotation. Annotations are notes to share information with other people in the Document Life Cycle. The next User to see the Document would see the Annotation in the Review Panel. However, the next User cannot edit or delete the Annotation because he did not create it. If a User generates an error then acknowledges it, the Annotation may not be shown. The creator of the Annotation can edit and delete the Annotation until the Document is locked. Annotations are saved immediately in readonly Documents. Annotations can be added to the Document (using "Add Annotation" on the Document Toolbar), or to a specific Field. They can also be categorized using the AnnotationType Reference Type. If the Reviewer wants to do something about this Annotation, he can issue a Followup at the Document-level and Field-level. Annotations support Attachments. See Annotation Attachments for details.

 

Followups

A Followup is an issue that must be resolved. A Followup is targeted to a specific User, whether or not he entered the data. Followups must be resolved during the Document Life Cycle, as unresolved Followups can block Document Approval and processing. Resolution requires a reason, which is stored with the Followup. The Approval user cannot approve a Document if there are follow-ups open, and cannot reject a Document unless he provides a followup. A list of Followup Users is defined by the eForm Manager page properties. The creator of the Followup can edit, delete and resolve the Followup until the Document is locked. All other users have readonly access to the Followup. Followups are saved immediately in read only Documents.

Here is an example of what a Review Panel may show for Annotations and Followups:

1. Followup to the Document. Issued by User ss, assigned to User DR. 2. Annotation to the Document. Added by User ss. 3. Discrepancy generated for the "project" Field. Overridden by User DR. 4. Followup to the "project" Field. Issued by User ss, assigned to User DR. 5. Annotation to the "project" Field. Added by User ss. A mouseover on the User shows the User Description in a tool tip. For Annotations and Followups, these operations are available: Edits the item. Deletes the item. Annotations: Acknowledges the Annotation. Followups: Resolves the Followup.

You can also add a notification to Followups by checking "Send user a notification" (send a Bulletin to the assignee of the Followup) and/or "Request a notification when resolved" (send a Bulletin back to the Followup creator). Bulletins also support email. The Bulletin is linked to a the EFormFollowup page.
Choose the User from the "Assign To" dropdown.

Attachments	Top

Overview

Files on the local machine can be attached to a Document. Server-side files can not be attached.

The Attachment uploads when you "Submit" or "Draft" the Document. The attached files are saved in the database (in the SDIAttachment table).

A Forms Policy lets you force the save in a directory structure.

There are two types of Attachments: Field Attachments and Annotation Attachments.

Field Attachments

Field Attachments are created using the File Field, which accepts a local file as its input. After uploading (a "Submit" or "Draft" operation), the Field is disabled (below).

Image files can be displayed directly in the Document (using the View Image File property). Click the image to view the full size image in a new browser window.

For other files, clicking the File icon next to the Field lets you view the Attachment (below). It opens a new browser window and also gives you an opportunity to save the file.

Both image and text files can be removed using the Delete Attachment button (above).

Annotation Attachments

An Annotation Attachment is an Attachment that is added to a Document or a Field Annotation. You can have only one Attachment per Annotation, but you can have unlimited Annotations.

Annotations Attachments are shown in the Review Panel. Clicking the File icon opens the file in a new browser window.

The Attachment can be deleted directly from the Annotation before uploading the Attachment. Delete the Annotation (red "x" in the Review Panel) to remove the Attachment after uploading.