Add, Remove, or Change Forms in Process Stages

Forms can be added, removed, or changed in the process stages.

Add Forms

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
3. Click the applicable process stage.
   • Click an Evaluation tab in the LOI or Application stage to add an evaluation form.
     
     
4. Click the Choose Form button.
   
   
5. Click Create New Form.
   • Copy a form provides guidance if the form is to be copied.
     
     

A list of the forms in the system that are the same form type (LOI, Evaluation, Application, Approval, Denial, Follow Up) will appear.

• • For example, if Choose Form is clicked while the user is in the LOI stage, then all of the LOIs currently built in the system will be listed.

Remove Forms

Remove a form for any applicable stage within a process.

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
3. Click the applicable process stage.
   
   
4. Click the Remove Form button to remove the form from the process.
   • A form cannot be removed if the process is turned on. Turn off the process off while you remove the form, and then the turn it back on.
   • Once a form is used in the process, it is permanently attached to the process and cannot be removed.
     
     
     

Change Forms

If a form has already been added in a process stage, it can be changed it to a different form. 

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
3. Click the applicable process stage.
   
   
4. Click Change Form to select a different form.
   
   
   
5.  Click Create New Form.
   • Copy a form provides guidance if the form is to be copied.
     
     
     

• A form can be changed if the process is turned to available or not available. 
• Once a form has been used in the process, it is permanently attached to the process and cannot be changed to a different form.