Online Form List

Online Form List

Go to the Procurement Home Page.
Click Online Form Status in the Shop Menu, on the Procurement Home Page.

The Procurement application displays the Online Form Status page, containing the Online Form List.

This list contains:

A group of text boxes and menus, used to Filter the List of Online Forms, and
All currently open and submitted Online Forms. Depending on your Procurement application role, your may see Online Forms for one or more buyers or Buying Organizations, or just your own.

The Online Forms List has columns, as follows:

Form name

The name of this Online Form copy.

Template name

The name of the Online Form template type used to create the form.

Creator name

This is the name of the user who created the Online Form (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)

Create date

This is the date on which the Online Form was first created.

Submit date

This is the date on which the Online Form was submitted for its current workflow process.

Status

The current status of the Online Form, which can be:

Open, if the user has not yet submitted the Online Form

Awaiting Approval, if the Online Form is on hold for an Approver.

Complete, if the Online Form satisfies the Procurement application workflow, is approved and has been routed for action.

Cancelled by the user.

Rejected by the Approver.

Actions

Click an icon to perform various actions on the selected item.

Note:

If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon.

If an Action is not available in any situation, its Action icon is not displayed.

Actions include:

to view and edit an un-submitted (Open) Online in the Online Forms page.

to view the contents of a submitted Online Form, which cannot be edited.

to cancel a submitted (Awaiting Approval or Pending Action) Online Form and remove it from the workflow.

to delete an un-submitted (Open) Online Form.

to view the Online Form History Log of workflow steps and actions .

to view the Online Process Map, showing all the workflow steps through which the Online Form has passed with explanations and comments.

Form name	The name of this Online Form copy.
Template name	The name of the Online Form template type used to create the form.
Creator name	This is the name of the user who created the Online Form (the real name not a logon ID. For example, Doris Smith, not User28, or DSmth.)
Create date	This is the date on which the Online Form was first created.
Submit date	This is the date on which the Online Form was submitted for its current workflow process.
Status	The current status of the Online Form, which can be: Open, if the user has not yet submitted the Online Form Awaiting Approval, if the Online Form is on hold for an Approver. Complete, if the Online Form satisfies the Procurement application workflow, is approved and has been routed for action. Cancelled by the user. Rejected by the Approver.
Actions	Click an icon to perform various actions on the selected item. Note: If you mouse-over an icon, the browser displays a tool tip containing a few words explaining the action represented by the icon. If an Action is not available in any situation, its Action icon is not displayed. Actions include:
	to view and edit an un-submitted (Open) Online in the Online Forms page.
	to view the contents of a submitted Online Form, which cannot be edited.
	to cancel a submitted (Awaiting Approval or Pending Action) Online Form and remove it from the workflow.
	to delete an un-submitted (Open) Online Form.
	to view the Online Form History Log of workflow steps and actions .
	to view the Online Process Map, showing all the workflow steps through which the Online Form has passed with explanations and comments.