Legacy Forms

Administrators can create online forms or checklists and attach them to evaluation and implementation requirements (tasks).

Forms can be designed to match any paper or electronic forms that you may be currently using to complete such MOC tasks.

Below are the guidelines for MOC Forms

• Only MOC Power and Super Users can see and configure forms.
• Properly designed checklists make it convenient for the assignees (Evaluators and Implementers) to complete the assigned requirements. It also ensures that no part of the task is overlooked.
• The form attached to a requirement can be filled out online by the assignee during the evaluation and implementation stages of an MOC.

• Completed forms remain attached to the MOCs for record keeping and can be retrieved via reports.
• The Layout button on this screen opens the form designer in its own window. The form can contain one or more of these field types: Label, Line, Text Box, Text Area, Radio Buttons, Check Boxes, Drop-Down Menu and Form Trees. The Layout window allows you to add, organize and control fields and their properties (such as field and its label position, label style, data type allowed, data format, making field mandatory, default field entry and any field-specific help).
  
  • Label: Can be used for title, numbered list, bulleted list, explanation text or embedded picture. 
    • Label position can be at top, left or right of the field value.
    • Label can be blank. This is useful in cases to create a form with a common label at the top (just like a table column with a header name).
    • The width of a label can be adjusted by dragging the blue dual-line handle (||). This is useful to align a series of field value boxes vertically for a professional appearance.
    • To see the current width of a label, drag the dual-line handle slightly then click on edit and view the value in the Field Width field. Use this value for the field widths of labels to align them.
    • When label widths are identical, the adjacent data fields on the right are automatically aligned.
  • Line: A solid, dashed or hidden (blank space) horizontal line can be used between fields.
  • Text Box: Can be populated with up to one line of alphanumeric text, a number, date, time value or an active username. The data type allowed for the text box is enforced when a user completes the form.
    • Text boxes allowing only a date value will display a calendar when user is populating field.
    • Text boxes allowing only a time value must be filled with time in military hours formatted as HH:MM:SS.
    • Text boxes configured for active username will display a list of potential users to populate the field as the user is typing the name of the desired user.
  • Text Area: Allows users to enter up to 20 lines of text up to 100 characters wide.
  • Radio Buttons: Allows users to only check one of the options displayed.
  • Check Boxes: Allows users to check one or more of the options displayed.
  • Drop-Down Menu: Allows users to select one value from a list of drop-down field options.
  • Form Trees: A custom-designed decision tree that can guide users to a correct selection by sequentially (hierarchically) reviewing displayed nodes (could be answers to questions) and selecting the most appropriate node (answer).
• The Action Items tab of a form allows you to enter action items that can be triggered based on selected field options in the Layout window. Such pre-defined action items can be attached to field types check boxes, drop-down menus and radio buttons, so if one of these options is selected, the attached action item is automatically added to the MOC.

• A form can also be designed to automatically select a profile during the evaluation stage. This can be achieved by associating a profile to either a radio button or drop-down answer choices to a question in the form, and attach it to an evaluation requirement. An evaluation requirement can also be completed by originator while creating the MOC.

How to Create and Manage an MOC Form

1. Navigate to Settings > Forms in the MOC module menu.
2. Select New on the toolbar.
3. Enter the Title for the MOC form.
4. Description, Header and Footer are optional fields that can be used to further describe the MOC form. Enter a description, if necessary
5. Select Save. The form details have be created and the form layout cannot be created.

Managing a new or existing form within the Form Designer

1. Select Layout on the toolbar. The form designer will open with the form title in the top right.

2. The left side of the form designer contains the four sections (Section, Separator, Field, and Action) listed and described below for authors to use when making forms.
   1. Add Section: A section is a vertical partition or column in the form that allows authors to group fields vertically in the layout window.
      1. Sections are not visible when users are completing the actual form.
      2. For a new form, Section 1 is created by default and can contain only one column of fields arrange vertically.
      3. An author can add up to 4 sections by using the Add Section tool at the top or bottom of the form and above or below the section selected.
      4. The width of a section can be adjusted by dragging the blue dual-line handle on the upper right corner of the section header.
      5. To create a form with multiple sections in side-by-side, adjust the width of the sections to a size that will enable them to be all in the same row.
   2. Add Separator: Separators allow authors to create horizontal partitions on a form.
      1. Without a separator, a section will wrap automatically to fill any open space above, if is width is smaller than the open space.
      2. A separator can be inserted at the top or bottom of the form and above or below the section selected.
   3. Add Field: A form can be created using or more of the field types listed and described above.
      1. Authors can drag and drop each field type into a section on the form to determine the layout of the form. To view or change the field properties of an existing field, right-click on the field and select Edit.
      2. Common properties of all field types:
         1. The field height of any of the above field types can be adjusted from the default value shown. This is useful when you want to horizontally align fields of different types in adjacent sections.
         2. This property also allows authors to insert empty space between fields by placing a blank line of specific field height.
      3. Common properties of all data field types (text box, text area, radio buttons, checkboxes, and drop-down menu):
         1. Any of these fields can have a default text or value. For radio buttons, checkboxes and drop-down menu fields, defaults are selected in the field options section at the bottom.
         2. Any of these fields can be made a Required field. A required field is marked with a red asterisk, and data entry or option selection is mandatory for such fields.
         3. Any field can be made a reportable field. When checked the data in this field can be reported via form fields report. By default, the report field name for such a field is same as the field label and can be changed if desired.
            
            1. A small notebook icon will be displayed on the field from the layout screen if made reportable.
         4. Any field can have a Help Message to provide instructions to users about completing the field. A help icon is shown next to any field containing a help message, and the message is displayed when hovering over the icon.
      4. Common properties of fields that have field options (radio buttons, checkboxes, and drop-down menu):
         1. The order in which field options are displayed can be changed for user convenience. To reorder a field option, select it (by clicking anywhere in the grey area) and drag it to the correct order position.
         2. If you pre-defined action items, you can attach these field options. To do this, go to field options section at the bottom of the field properties form and find the field option (option text) to which a pre-defined action item is to be attached. Select the action item from the action item drop-down list next to the field option text.
            1. Now, whenever a user selects this particular field option, an action item form will immediately be displayed, allowing the user to enter any additional necessary details and assign the action item.
         3. Field options can be arranged horizontally (default) or in up to five vertical columns. Not available for drop-downs.
         4. Field options can have an attached Comment text box. Not available for drop-downs.
         5. When Associate MOC Profiles with Field Options is checked, a profile can be selected for each field option. Not available for check boxes.
   4. Action: A tool menu that allows authors to edit, duplicate, delete sections or fields. The Preview option allows the author to preview the form as a user who is completing the form would.
3. After the form fields have been added to create the form design, close the form designer
4. You can select Preview to view the form.

Managing a new or existing triggerable action item

1. Select the Action Items tab. The existing action items, if any, for the MOC form are displayed.
2. Select New on the toolbar.
3. Enter the Title for the action item.
4. Description, Implementation Steps, Priority, Risk Ranking, Classification, Assigned To, Verifier, Supervisor, Order, Day to Complete, and Estimated Cost optional fields that can be used to further describe the action item. Enter a data for these fields, if necessary.
5. To allow users completing the form to edit the action item, select the Edit Action Item checkbox.
6. Enter the first few letters of the Assigned To person's last name and click the ellipses button next to the assigned to field. Double click the name from the selection list.
   1. If left blank, it must be completed by the person filling in the form field to which the action item is attached.
7. Enter a Verifier to have the action item verified after it has been completed by the assigned person. To select a verifier, enter the first few letters of the desired person's name and select the ellipses button next to the field then double click on the name of the person from the populated list.
   1. If a verifier has been added to the action item, the Days to Verify field becomes available.
   2. Enter the number of days for verification of the action item by the verifier, if desired. 
8. Enter the assignee's Supervisor, if desired.
9. Select Save. The action items are added to the MOC form.