Actions

This section includes the actions available in the E-Forms tab.

E-Forms Tab

Field	Description
New E-Form	Use this action to create an e-form. You must choose an e-form type.
Delete E-Form	Use this action to delete an e-form. You cannot delete an e-form in any of the following circumstances: The e-form is associated with a closed job. To delete the e-form, reopen the job first. The e-form is associated with a Job Risk or Job Change. Delete it from the Job Risk or Job Change Details sliding panel. The e-form is a Job Review or Job Control entry. Delete it directly from the Job Review or Job Control register. The e-form contains documents. You must first remove all attached documents to delete the e-form. Note: A warning message appears if the e-form is approved.
Print E-Form	Use this action to print the current e-form.
Print...	Use this action to open a wizard, which enables you to choose what information to print from the current e-form.
Submit	Use this action to submit an e-form. This action is only available if the e-form is not already submitted.
Approve	Use this action to approve an e-form. This action is only available if the e-form is submitted and not yet approved.

Field	Description
Attach Document	Use this action to attach a document to the e-form.

Field	Description
Copy	Use this action to create a copy of the selected e-form. If you copy an e-form , all fields in the created e-form are an exact copy of the selected e-form except the following: No document archives are copied. All items, including blocked items, are copied. Information in the Approvals island on the original e-form is not copied. CopyToNewInstanceKeyVar - This field generates a new instance key for the copied e-form revision. Revision No. - This field's value is set to 1. Information in the User island is updated to show the username of the person who copied the e-form and the date it was copied. Information regarding changes on the original e-form is not copied.
New Revision	Use this action to create a new e-form revision. All fields in the created revision are an exact copy of the original e-form except the following: Instance Key - A new instance key is generated each time a revision is created. Timestamp - A new timestamp is generated each time a revision is created. Revision No. - A new revision number is generated each time a revision is created. Current Revision - This check box is deselected. It is only selected on the latest revision of the e-form. Current Revision Instance Key - This field shows the latest revision's instance key. CopyToNewInstanceKeyVar- Because a copy is made of the current revision, it always maintains its instance key. A new instance key is generated for the new revision that was copied from the latest revision.