Forms Management

The Collaborator Platform maintain a version history of a form. The Collaborator Platform provide automatic barcode generation on the form. The Collaborator Platform automatically assign values to fields on the form. The Collaborator Platform allow the overriding of automatically assigned values to fields on the form. The Collaborator Platform automatically assign values to fields on a form depending on the content entered on other fields of the form. The Collaborator Platform prevent fields on a form to be amended or deleted after the form fields have been completed. The Collaborator Platform provide drop-down lists to speed up populating field entries. The Collaborator Platform support annotation capability on forms

The Collaborator Platform provide a mouse-over hovering capability. The Collaborator Platform provide for user-customisable help at all levels, e.g. system, module, screen and field. The Collaborator Platform provide tutorial or help capabilities to users completing e-forms.

Form Design

The Collaborator Platform provide design aids for developing forms. The Collaborator Platform allow dynamic changes and scripts to be written for the forms. The Collaborator Platform allow for dynamic compression or expansion of the form (depending on the number of line entries on the e-form). The Collaborator Platform have the capability to store associated form data separate from the form. The Collaborator Platform have the capability to store data imbedded in the form. The Collaborator Platform provide for general forms functionality. The Collaborator Platform maintain a form instructions library on how to complete each form. The Collaborator Platform make forms and/or sets of forms available for use via the Internet or a Portal. The Collaborator Platform provide a GUI interface to present the e-form for completion.

Form Indexing

The Collaborator Platform provide standard metadata fields to support form indexing. The Collaborator Platform provide a customisable profile form for indexing the form.

The Collaborator Platform provide the customisation of the profile form of a form with regards to the:

Look and feel of the profile form
User-defined fields on the profile form

Audit Trail

The Collaborator Platform provide audit trail functionality on forms. The Collaborator Platform record every action taken on a form.

e-Form Access

The Collaborator Platform control who may create, view, copy, modify, supersede or retire a form. The Collaborator Platform control access to a form. The Collaborator Platform control access to field content on a form. The Collaborator Platform prevent parts of a form to be viewed by specified users. The Collaborator Platform provide security on form content.

Form Usage

The Collaborator Platform have the capability to assign a custodian to a form. The Collaborator Platform allow electronic signature attachments prior to submission. The Collaborator Platform provide an unlimited number of pages per form. The Collaborator Platform provide user-scripted paths (macro’s) on a form

The Collaborator Platform provide drop-down lists. The Collaborator Platform display selected values in a drop-down list based on a value selected in a previous field. The Collaborator Platform perform basic data validation at the time data is entered fields on the form, e.g. text fields, date formats, etc.

The Collaborator Platform perform data validation through external database lookups at the time data is entered on a form. The Collaborator Platform perform basic computations on numeric data entered on the form and automatically fill another field on the form with the results of the computation (basic computations include addition, subtraction, multiplication and division). The Collaborator Platform allow the specification of user-defined mandatory data that must be entered on the form. The Collaborator Platform prevent the submission of the form if mandatory fields are not completed. The Collaborator Platform provide encryption of forms submitted over the Internet.

The Collaborator Platform track the date and time that a form is submitted. The Collaborator Platform maintain a set of standard, user-defined letter templates and forms. The Collaborator Platform convert a completed form into an image file to be maintained by the electronic records management component. The Collaborator Platform capture submitted forms into a specified holding queue for future routing. The Collaborator Platform allow electronic annotations to forms. The Collaborator Platform maintain the integrity of the underlying form when annotations are made. The Collaborator Platform control who may apply annotations to a form. The Collaborator Platform allow access to the data within a form as distinct elements of data upon which other operations may be performed, e.g. used as index values, and passed as parameters to other processes. The Collaborator Platform search completed forms for values entered in the data fields, e.g. Reference Name. The Collaborator Platform support locked forms received with no editing rights. The Collaborator Platform include graphics and text in various fonts within a pre-printed form template.