Add, Remove, or Change Forms in Process Stages

Add Forms

Add a form in a process stage.

1. Click Tools in the Navigation bar, then click Process Manager.
2. Select the process, then click the applicable stage in the status bar.
3. Click the Choose Form button.
   
   
4. Click Create New Form.
   • To copy a form, click the radio button next to the form, then click Copy Selected Form.
     
     

• 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 you are in the LOI stage when you click Choose Form, 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 in the Navigation bar, then click Process Manager.
2. Select the process, then click the applicable stage in the status bar.
3. 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, you can change it to a different form.

1. Click Tools in the Navigation bar, then click Process Manager.
2. Select the process, then click the applicable stage in the status bar.
3. Click Change Form to select a different form.
   
   
   
4.  A list of similar forms in the system will display, click Create New Form.
   • To copy a form, click the radio button next to the form, then click Copy Selected Form.
     
     
     
   • A form cannot be changed if the process is turned on. Turn off the process while you change the form, and then turn it back on.
   • Once a form has been used in the process, it is permanently attached to the process and cannot be changed to a different form.
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