Create Other Review Forms


Concept

In this topic, you will learn how to create other review forms in G5.


Steps:

  1. Click the Other Forms menu to begin creating a new form.

    Step 1
  2. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 2
  3. Enter the information into the Designator Code/CFDA field.

     

    For this example, enter a valid value e.g. "84.003J".

    Step 3
  4. Enter the information into the Schedule No field.

     

    For this example, enter a valid value e.g. "3".

    Step 4
  5. Click the Include Published option to include any published forms in the search.

    Step 5
  6. Click the Search button to execute the query.

    Step 6
  7. The system displays a message indicating that there are no forms which exist for the search criteria.

     

    Click the Create button to create a new form.

    Step 7
  8. Click the button to the right of the Create Form Type field to display the list of form types.

    Step 8
  9. Select the Exit Assessment Form item from the list.

    Step 9
  10. Click the button to the right of the Audience Type field to display the list of audience types.

    Step 10
  11. Select the Reviewer list item from the list.

    Step 11
  12. Enter the information into the Fiscal Year field.

     

    For this example, enter a valid value e.g. "2009".

    Step 12
  13. Click the Search button to query the schedules and tiers which meet the criteria.

    Step 13
  14. Click the Vertical scrollbar to scroll down.

    Step 14
  15. Click the Select button to mark Schedule No. 3.

    Step 15
  16. Click the Continue > button to move to the Schedule Information screen.

    Step 16
  17. Enter the information into the Form Title field.

     

    For this example, enter a valid value e.g. "ACME".

    Step 17
  18. Enter the information into the First Name field. 

     

    For this example, enter a valid value e.g. "Ed".

    Step 18
  19. Enter the information into the Last Name field.

     

    For this example, enter a valid value e.g. "Roosevelt".

    Step 19
  20. Enter the information into the Email field.

     

    For this example, enter a valid value e.g. "edg5user5@gmail.com".

    Step 20
  21. Click the Vertical scrollbar to scroll down.

    Step 21
  22. Click the Upload button to search for a document to attach.

    Step 22
  23. Click the Browse button to display your file directory.

    Step 23
  24. After selecting the file from your directory, click the Open button to pull the file name into the Browse field.

    Step 24
  25. Click the Perform Upload button to upload and attach the file to the form.

    Step 25
  26. Note:  The file name displays next to the Upload button.

     

    Click the Continue button to move to the Questions tab.

    Step 26
  27. Click the button to the right of the Question Group field to display the question groups.

    Step 27
  28. Select the General comments item from the list.

    Step 28
  29. Click the LOV button to display the question topic list.

    Step 29
  30. Click the Select option to mark the Overall comments question topic.

    Step 30
  31. Click the Select Topic button to add the marked topic to the questions.

    Step 31
  32. Enter the information into the Question field.

     

    For this example, enter a valid value e.g. "What were the application's strengths?".

    Step 32
  33. Click the Vertical scrollbar to scroll down.

    Step 33
  34. Enter the information into the Short Text field.

     

    For this example, enter a valid value e.g. "Strengths and Weaknesses".

    Step 34
  35. Click the button to the right of the Answer Option field to display the list of answer options.

    Step 35
  36. Select the Strengths and Weaknesses item from the list.

    Step 36
  37. Click the Add Question button to add the question you have created.

    Step 37
  38. Click the Vertical scrollbar to scroll down.

    Step 38
  39. Click the Continue > button to move to the Signature/Comments screen.

    Step 39
  40. You can add General Comments and a Signature Message as needed, but they are not required.  For this example, they will be left blank.

     

    Click the Continue > button to move to the Summary screen.

    Step 40
  41. Click the Vertical scrollbar to scroll down and review the information which has been entered.

    Step 41
  42. Click the Submit button to submit the review form.

    Step 42
  43. The system displays a message indicating that the review form has been created successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 43
  44. NoteYou can repeat the process by clicking Done and returning to the search screen.

    Step 44
  45. Click the Go To Home button to return to the My Home Page screen.

    Step 45

Congratulations!

 

You have successfully created a review form.