Status and workflow for Forms - Improved efficiency, visibility, and better collaboration
Enlarged forms view area - Magnify views when drafting or reviewing case forms
Stakeholder Management for Forms - Improved transparency for case managers regarding form data source and accuracy in form preparation
Integrated Form utilities/ tools - Aid efficient form preparation and collaboration
In-app Case Document access - Refer Case documents for all Stakeholders while preparing the forms without leaving the Forms interface.
Find and Replace fields - Find any character to update with a new value or populate, ‘NA’, or ‘None’ onto the blank fields
Full functional Activity Log - Managing the Who, What, and When for the form’s operational transactions.
Getting Started with Forms 4.0
From the Classic Case Forms list view, you will find a floating menu with a prompt to try ‘Forms 4.0’. Once you are in Forms 4.0, you will have an option to switch back to Classic forms view until July 2020.
Forms 4.0 - Look and feel
We’ve re-designed the Forms interface for Case managers to simplify and improve the experience while working on Case Forms. Forms 4.0 includes easy access to Forms library with the ability to add case forms from Petition templates defined in the Knowledge-base or directly search for Forms from the Master forms library.
Simply click on the Form ID to view or edit the form. A Progress bar is included to show the percentage of fields filled in the form.
Status and workflow for Forms
With Forms 4.0, Status and automated workflow are introduced for better visibility and efficient management of Forms.
Form statuses introduced with Forms 4.0 are,
· In Draft
· In Review
· Ready for Signature
· Sent for Signature
· Ready for filing
These status changes are automatically triggered with relevant actions to be performed based on prior actions by the case manager. Statuses can also be manually changed as per the business flow.
Enlarged forms view area when working on Forms
Get the convenience of being able to magnify views when drafting or reviewing case forms. Forms 4.0 now includes an ability to work on forms with an enlarged forms view area.
The simplified header provides a better view vertically and the form fits the full width available horizontally providing an improved working experience.
The right menu pane can be collapsed and the form auto-adjusts, allowing you to focus more on the form.
Forms Stakeholder Management
Forms 4.0 introduces Stakeholder management to Improve transparency for case managers and easily manage the stakeholders associated with the forms. With Stakeholder Management, case managers can better visualize the form data source and improve accuracy in form preparation.
Anytime, during the form preparation phase, case managers can easily update Stakeholders from a dropdown with relevant choices.
Integrated Form Utilities, tools
Forms 4.0 includes many integrated utilities/ tools that are easily accessible and can aid the case manager in improving efficiency during form preparation and collaboration.
Utilities/ tools such as Copy to clipboard, paste from clipboard, import from previous form, Refresh form data, Activity are included with Form 4.0.
In-app Case Document access
Forms 4.0 includes the ability to access Case documents right from the form preparation interface. This could be helpful for case managers to refer to any case documents while preparing or updating case forms without having to leave the forms interface.
Find and Replace fields
How it works
- Find blank fields and replace them with values such as NA, NONE, and/or what is applicable to the field.
- Find any character to update with a new value or text.
- Replace a single field or all fields with a value or text
Forms that have fields where the government strictly requires a certain format (e.g. numbers only) will NOT be updated by this utility.
Availability: Feature available in Forms 4.0 as well as Classic Fast forms. This is not supported on the INSZoom PDF forms.
From the Forms 4.0 > Forms list, just click on the Form ID to view or edit the form. In the Form view or edit mode, look for the ‘Find and Replace fields’ menu in the right pane.
On launch, this utility by default will find all blank fields in the Form. You can navigate through all blank fields using the up/down arrow within the utility.
Replace with values such as NA, NONE, and/or what is applicable to the field. Replace a single field or all fields with a value or text.
Use the dropdown in ‘Find what’ to switch mode and find any character in the form to update with a new value or text
If you are currently using Classic Fast forms, click on the ‘Find and replace fields’ icon on the top right corner to get started.
Activity includes the ability to search or filter by transaction date range. Activities can be reviewed for a specific form or for multiple forms of a case.