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.
