The next step in the process is to create the forms that you want organisations / individuals to submit. You might have one generic form, or you might have several forms for each registry item.
Forms are created within the Application Forms button.
1. Click on the ‘Application Forms’ button on the Registry landing page
Add Form – allows a new form to be added to the group (in the example above, Aircraft)
Edit Form Sections – allows you to create your form, and adjust what it looks like (like the Forms module)
Edit Dropdown lists – allows you to populate values into a dropdown list, that can be used within your form
Prior to creating the form through the Edit Forms Section, create the foundations of the form first.
2. Click on the ‘Add Form’ button.
3. Give your form an ID number and a Form name.
4. Click on the ‘Save’ button.
5. Click on the ‘Play’ button, this will allow you to set up the properties of the form and link it to a workflow (if required)
6. You can adjust the Number and Name of the Form if required.
7. The Register Type is already set depending on the form that you selected in step number 2, you can change this if required by selecting from the dropdown
8. Optionally you can select a ‘Highlight Colour’, this will be the colour associated to this form upon submission.
9. Select the ‘Published status,’ choose from draft, active, internal, suspended, superseded, once your form has been completed and is ready to use, ensure that this selection is changed to active, if it is not your applicants will not be able to view it.
10. Pre-Publication Required, a selectable option that generates a certificate upon sign-off (if selection is No). Or alternatively certificate generation after an additional internal step of pre-publication followed by publish
11. Select the ‘Key Originating Form,’ choose from Yes, or No (as per the explanation provided)
12. Title template is used to define the name of the application form. Note that by using curly brackets, you can auto populate the title with information submitted in the application form, for example {{Aircraft Registration Form}}. Text not in curly brackets is static text and will not change.
13. Add in any Guidance notes (if required)
14. Using the Workflow Link section you can link the application form to a workflow. The associated workflow will appear within the Assessment phase of the application. Note the workflow will need to be created within the workflow module.
15. Checklist link, this can be utilised if you wish to use an Audit Style checklist as part of the application.
16. Sign-off popup, a custom message can be displayed when signing-off the application
17. Certificate to Generate, choose the appropriate certificate template for this application form.
18. Approvals Can Be Issued, if you want to create an approval type reference to an organisation / individual following a successful application.
19. Notifications, who will be informed internally when an application form of this type has been submitted
20. Sections, this is where you can choose existing form sections to incorporate into your form. Note, the form sections are what the applicant sees and completes in the Application phase.
Any field can have an identifier so that it auto populates the certificate using the information submitted in the application. These identifiers will also determine the Title Template naming if {{ }} curly brackets are being used.
