A list of the additional forms that can be added to a Contract, Company, or Project Profile are available from their Additional Forms screen. The screen contains both optional forms (displayed with a white background) and required forms (displayed with a pink background). The number of times a form has been added to the Profile is also displayed in the screen.
A list of the additional forms that can be added to a Contract, Company, or Project Profile are available from their Additional Forms screen. The screen contains both optional forms (displayed with a white background) and required forms (displayed with a pink background). The number of times a form has been added to the Profile is also displayed in the screen.
To access the Additional Forms screen, open a Contract, Company, or Project Profile.
Although the Contract Profile is used in the screen shot below, the same components are also present in a Company Profile and Project Profile.
| Additional Forms link | Click to display the Additional Forms screen. If there are required additional forms that have not been captured, the Additional Forms screen automatically displays. |
| Optional additional form records | Review a list of the additional forms that can be added to the Profile to capture additional information.- Click an additional form record to open the browse screen for the form, which shows each instance of the captured form.
- From the browse screen, click an instance of an additional form to display its Additional Form Profile.
|
| Required additional form records | Identify the additional forms that must be captured at least once.- A required form displays with a pink background until the form is captured.
|
| Forms Captured field | Review the number of times a form has been captured. A required form must be captured at least once, or the Additional Forms screen will continue to display every time the Profile is opened, instead of the default Contract Family screen. |
| Sort option | To sort the information in a column in ascending or descending order, click (toggle) on the column heading. |
| Column display | To customize the information in a browse screen, hover over a column heading until the v icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field. |
| Reorder and Resize Columns | - To resize a column, hover over the right or left border of the column heading until the resize icon with two bars and opposite pointing arrows appears. Then, click and drag the border to the desired width.
- To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.
|
Each additional form that can be added to a Contract, Company, or Project Profile has its own browse screen since an additional form can be added to the Profile more than once. Since every additional form is created and named by an Administrator, the name of the form and the fields in the form will vary.
To access the Additional Forms browse screen for an additional form:
- Open a Contract, Company, or Project Profile.
- In the Links section of the Profile, click the Additional Forms link.
- In the Additional Forms screen, locate a form by scrolling through the list, or clicking on the Form Name or Form Description header to change the sort order of the information.
- Click an additional form record to display its browse screen, which contains a record of each instance the form was captured.
| Additional Form records | Click an additional form record to display its Additional Form Profile. |