Opening a Form

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Opening a Form

1.Select a Data Area menu item from the Forms menu located near the top of the screen (e.g. Official Data).  The Form Selection Tree is displayed.  This 'tree' is a hierarchical menu structure containing all of the data collection forms that may need to be completed for a given Claim Year.

2.Open a menu folder by clicking on the plus sign (+) next to the folder or on the name of the folder.  The form selection tree expands the folder to reveal its subcomponents.  The subcomponents of a menu folder include a listing of the forms and schedules contained within it.  An expanded folder can be collapsed by clicking on the minus sign (-) next to it or on the name of the folder.

3.The status of each of the data collection forms and schedules within the opened folder is displayed next to their name on the form selection tree (e.g. 'Saved').   Forms and schedules that have not yet been saved by a user (i.e. have a Null status) will not have a status displayed next to their name, even though there may be some data pre-populated on them.

4.Click on the name of the form you want to open.  The data collection form is displayed for the entity and claim year that have been set in the top left-hand corner of the application.  To review the forms associated with a different claim year, select a year from the Claim Year box located in the top-left corner of the application and click the Set Values button.