How To Fill In A Manual Form

1.    [Ship] – [Forms & Procedures] 
2.    Locate the Form to fill out and select it in the top right-hand side grid “Forms Templates”.
3.    Click the   [Run Form] button or double click the form row.
4.    If the form is of type “Manual Form” the following dialog will open:
 

5.    Fill in the Meta data details as required:
5.1.    Form ID: Will show the Form ID for the form selected. (Not editable)
5.2.    Form Type: Will show if the selected form is considered a “Manual form” or “Electronic” form. The workflow connected to the two differ. (Not editable)
5.3.    Form name: Is the name given to the selected the form. (Not editable)
5.4.    File Name: This is the name of the form template file (Not editable)
5.5.    Performed date: By default, the date is set to <today>, but can be back dated if needed.
5.6.    Status: This status will indicate if the form\document is still being worked on. If the form has not been “submitted”, it will remain “Open” (Not editable)
5.7.    Performed by: By default, set to the current logged on user, but it is possible to select another person, from either the “Contacts”, “Crew” or “User” list. 
5.8.    Unit Name: Name of the unit the form is filled out for/on
5.9.    File name: Since this is a “manual form” the file name field will be open for edit. Clicking the […] will open a file picker allowing user to select the completed form.
5.10.    Comment: This comment is linked to this filled out version of the document.
(Only active once an upload document has been added, to avoid creating empty rows with no documents linked to them)
5.11.    Submitted by: Will show the username of the user that click the [Submit form] button, until the form has been submitted this field will remain empty. (Not editable). The field to the right of this field is the “Submitted date and time”.
6.    Click the [Open to Print] button will open the document/file in the related third-party software.
(IE: PDF reader for .pdf files, Word for .doc and .docx files etc) Since this form is a “manual form”, the user can edit the form/document, but it is expected that the use will print this form. To fill it manually or/and to add perhaps a signature and a stamp.
7.    To file this “manual form” back to the system. The document then needs to be scanned, or somehow digitalized.
8.    Then Click the […] button at the end of the field called “File name” in the “Current Form Details” field group.
9.    Select the scanned\digitalized version of the document.
10.    Click [Save] to save the meta data and the link to the form. When saved the record will remain “open”, and metadata adjustments can be made, and selected file can be altered if needed.
11.    Once completed click the [Submit] button. When submitted, the document and its meta data will be write-protected. When the [Submit] button is clicked user will be asked to confirm the submit.