- New information into a blank Online Form, or
- Edit information in an existing, but not yet submitted, Online Form.
- Select an Online Form Template.
The Procurement application displays a form of the selected type.
- Enter or select information in all of the required fields in the form.
- Click:
- [Save] to save the completed (or partially completed) form.
The form is saved under a unique name, and re-displayed.
- [Cancel] to abandon the form.
- After saving the form, you can click:
- [Approve Preview] to submit the form for Preview Approval.
- [Submit] to Submit the Form to the Procurement application workflow and your Approver, for approval and action.
- [Save] to re-save the un-submitted form with additional or modified information.
- [Delete] to abandon the form and delete the saved copy.
- [Cancel] to abandon the form without making any changes to the saved copy.
