Versions Compared

Old Version 92

changes.mady.by.user Heather Smith

Saved on

compared with

New Version Current

changes.mady.by.user Heather Smith

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This documentation is effective as of Regent Release 6.5.0.0. In Regent’s Smart Form Manager tool, clients with a Regent Fund or Regent Review license can create new smart forms, edit client-created smart forms, and import smart forms from different instances (e.g. QA to Production). Smart forms can be designed using conditional logic to tailor each question to the individual completing the form. Document workflows can leverage the use of smart forms in managing the notification, submission, and review of an application.

Clients are not required to create, edit, or manage their own custom smart forms. Clients may continue to engage Regent for support in creating, editing, or updating any custom smart forms.Please

Note

...

Note

PLEASE NOTE the following important warnings and guidance regarding Smart Form Manager:

  • Clients must not make changes to any of Regent’s standard smart forms, including:

    • All Verification Worksheets

    • FERPA Authorizations

    • Thank You Note

    • Title IV Authorizations

    • MHEC Remain Drug Free

    • Any forms related to State Fund awarding

  • Clients must follow the procedures below when making changes to any existing customsmart form.

  • Clients should never create or edit smart forms directly in Production. Always create/edit and fully validate smart forms in a QA instance, then export and import/upload a successfully validated smart form to Production.

  • Clients should export smart forms drafted in a QA to prevent overwriting by scheduled or ad-hoc restores.

  • Any data clean-up efforts that are required as a result of client actions on smart forms may require a Statement of Work (SOW) with associated costs paid by the client.

Procedure Procedures for Updating Forms Using Smart Form Manager

  1. Create a CZ ticket to communicate updates to the form and provide a clear description of the changes being made.

  2. Make a copy of the form in Smart Form Manager and increment the Revision Number on the Information tab.

  3. After changes are made, export the Smart Form and attach the file to the ticket, including the revision number in the file name.

  4. After testing of changes, when the new version is imported into the Production environment, select ‘Invalidate Smart Forms with the same name.’

  5. If future changes to the form are requested from Regent, the latest revision of the form must be included in the ticket to ensure Regent is working from the correct version.

...

In the UI, the user will be presented with key data fields to be completed. Fields names indicated in red textare required. After the data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the Start Date and End Date values that were entered. Four tabs are used to setup the general information for the smart form:

...