FORMS

Periodic Form

You can use periodic forms to gather data from users with data entry rights and save that data in the BMP database.

A periodic form resembles a "mini spreadsheet". It contains one line for each combination of node or node type data to register, and one column for each time period against which to include the data.

In Configuration Studio, periodic forms are stored in Categories. You must create at least one category to store your forms.

Users data entry rights can access configured Periodic Forms by navigating to My Forms under MY RESPONSIBILITIES on Web.

Creating a Periodic Form

You create periodic forms in the Forms model as follows:

1. Right-click a category.
2. Select Add.
3. Select Periodic Form.

By default, each form contains a Form page that stores its questions.

To create questions, perform the following:

1. Right-click Form page.
2. Select Add.
3. Select a question type.

Corporater BMP supports the following question types:

• Multi period question
• Numeric question
• Date question
• Matrix question
• List question
• Comment question
• Radio button question
• Question table
• Text element

 If don't have a valid license for Forms, the only question type that's available is Multi period question.

To reorganize the tree structure in the Forms model, use the Cut or Copy + Paste functionality to move or copy forms to different categories. You can move and copy a forms even after you activate it.

Form properties

General

• Name - the name of the periodic form.

   The default name is "Periodic Form". However, you can change it to a value of your choice.

• Description - an optional text to describe the from.

• Responsible - the person who is responsible for the form.

  Click the Responsible button() and select one or more users from the list.

Distribution

• Start date - the first day the form is available for data entry.

• End date - the last day the form is available for data entry.

• Storing period - the date against which Corporater BMP stores the form.

  Click the Date calculation button () and specify an adjusting function based on the form's distribution date. For example, use '-1M' for the previous month.

• Due - the date relative to the distribution date when the form data is due. For example, use '+1W' for one week.

• Distribution Lists - the list of users to which Corporater BMP distributes the form.

  Click the Distribution button () and create a new or select one or multiple existing distribution lists.

• Stay open after submit - select for users to be able to resubmit the form.

  If deselected and the form includes a Multi Period question that accepts data for several periods, Corporater BMP closes the form after the users submit data for all the periods.

• Referred respondents - select for the form to reference its respondents.

• Start automatically - select for Corporater BMP to start the form automatically.

  Corporater BMP can start only valid forms.

  If you stop or reset the form, the option becomes deselected again.

• Period type - the period type against which Corporater BMP registers the form data.

Information

• Auto-generate nodes - select for Corporater BMP to create a node for each question in the form, to store its answer in the database.

   Corporater BMP uses the question name as the node name and includes the node's name and ID and in the question's Node field. If the Name field for a question is empty, Corporater BMP uses the value in the Question text field as the node name.

  After Corporater BMP creates the nodes for the form, the option becomes deselected again.

  Even if you select the option, you can still specify nodes of your choice. In this case, Corporater BMP no longer creates nodes.

  If you select the option and add new questions to the form after its distribution, Corporater BMP automatically creates nodes for the new questions when the form is distributed again.

  If you leave the option deselected, you must specify in the configuration of each question and subquestion a node for Corporater BMP to use to store its answer.

• Parent node – applies only if you select Auto-generate nodes. The node under which Corporater BMP creates each auto-generated node for the form.

   When it auto-generates nodes, Corporater BMP creates a structure with the node you specify as the starting point. For each question in the form, it creates a new node directly under this node. For each subquestion, it creates a node under the question's node.

Status

• Distribution status - the status of the form

   Available statuses are:

  • Draft - under construction

  • Pending - awaiting distribution

  • Started - activated  

  • Stopping - stopped but waiting for respondents to answer

  • Stopped

  • Completed

Layout

• Page layout - the page layout that Corporater BMP applies to the form page on Web.

  • Row layout

  • One column layout

  • Two column layout

• Show information bar - select for Corporater BMP to display a horizontal bar with information about the form such as its name, organization, dates, and status at the top of the form on Web.

• Save temporarily - select for the corresponding button to be available on the form on Web.

  Users can use this button to temporarily save their answers and submit the form later.

Availability

• Periods before - number of time periods before the current one that are open for data input

• Periods after - number of time periods after the current one that are open for data input

Version 5.1.2.0

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