Wiki source code of 3.8 eForm Search

Last modified by Admin User on 2023/06/30 10:27
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7 The **eForm Search** allows you to retrieve, complete and attach electronic forms to a shopping basket in order for them to be routed for approval and possibly transmitted to a third party through PECOS.
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9 **Advantages of eForms**
10 There are a number of benefits in using PECOS as a repository for your organisation’s regularly used forms and documents:
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12 * Saves time completing paper forms
13 * Ensures consistency in the use of forms
14 * Accuracy of completion
15 * Approvals are quicker
16 * Ensures approvals are consistent
17 * Output is accurate and clear
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19 eForms generally consist of your company’s internal business documents such as expense reports, holiday requests or absence/leave forms. External forms that require transmitting to third parties can also be loaded electronically.[[image:1644323419622-723.png]]
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21 == 3.8.1 Using eForm Search ==
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23 1. Click the **Item** **Search** tab to open the PECOS P2P search page.
24 1. In the Left Navigation panel click ‘**eForm Search**’.
25 1. A list of electronic forms will display. Choose the form you wish to attach and click the ‘//**Edit eForm**//’ link.
26 1. Download the form.// //This will happen automatically but you may find that a File Download Window opens. If this is the case click the open button.
27 1. Complete the form as required and **save** it in the normal way using ‘**File**’ and ‘**Save As**…’ in the top menu bar of the form’s application. Remember where you save it!
28 1. Click the **Basket** tab. You will notice that the eForm has automatically been added to your shopping basket as a line item.
29 1. The saved form can be attached to the basket line using the **Comments and Attachments** screen (See [[Comments and Attachments>>PECOS P2P.5-9Comments, Attachments and Item Information]])

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