The ETPM Forms Accelerator provides a template that can be used to enter data related to Registration and Tax Forms. The Forms Accelerator includes a worksheet for each portion related to forms development (Form Type, Form Section, Form Lines and Form Rules). The Forms Accelerator provides
the details that must be defined in ETPM. This allows for taking an existing form and translating
the details of that form into
the spreadsheet. The spreadsheet can then be used to define
the details in
the system. In addition, each of
the items to be defined is explained it detail - what
the field expects and based on
the input, how it impacts
the field and form definition.
This is a living document - as there is feedback provided,
the document will be updated. The goal of this accelerator is to be an aide in
the Forms Development process. We encourage feedback to help improve
the document. The document is for ETPM 2.3.1. Implementations using older version of ETPM will find that some of
the field definition options may not exist their current system.
The spreadsheet attached contains
the following Worksheets:
Instructions: High-level overview for
the different worksheets provided.
Form Type: The fields to be populated when defining
the Form Type for a Registration or Tax Form
Form Section: The fields to be populated when creating a Form Section. The number of sections will differ based on
the the form being implemented.
Form Lines: The fields to be populated when creating different Form Lines.
The number of lines per section will differ based on
the form being implemented.
Form Rules: Based on
the form, allows for documenting
the Form Rules to be configured based on form instructions and Form Lines.
Right click on
the link and select
the "Save Link As" option.
ETPM Forms Accelerator.xls
Please provide feedback to
[email protected].
You feedback is encouraged and appreciated.
