Form Master
Contents
1. brighton consulting Form Master User Manual Version 3 0 26 August 2009 Document version Pages affected A 26 August 2009 All 28 August 2008 All 27 August 2007 All Document authoring Name Role Organisation Date Associate Director Brighton Consulting 26 August 2009 Associate Director Brighton Consulting 28 August 2008 Associate Director Brighton Consulting 2 7 August 2007 Copyright Brighton Consulting Pty Limited 2009 Disclaimer Commercial in Confidence This document has been prepared by Brighton Consulting Pty Limited Brighton Consulting for the sole purpose of providing information on Brighton Consulting s eBusiness Service It contains confidential and commercially sensitive information Brighton Consulting has provided this document on the express undertaking that it will remain confidential The contents are not to be transmitted to any other party without the express written consent of Brighton Consulting bc brighton consulting Contents Te MO ON E O E E O 2 Accessing Form MASON ion ceccdccid cennssncn scenuzenddanednacmndcpan songs cane snedesenandanci secasemendeedeatinnseeeuemsnceeccnesds Je FONG ACC oeiee oe term eters E E OE EEE eecind Haren E EEE E EE AAEE EA 4 Accessing completed fOrmS ccccccseccseeccececeecceuceceeeceuecsucesaeecsueceaeeseessuesseeesseessueeseeesseeegas 5 Actioning completed fOrmS cccccccccscccseecseeceeecuee2. will be presented with the first of three forms pages Completed Forms Saved Forms and Abandoned Forms The Completed Forms page displays all forms that have been fully completed and submitted by members These forms are ready for actioning assessing etc Form Master User Manual Version 3 0 26 August 2009 Page 2 bc brighton consulting The page looks like this Form Master Home My Forms Manage Tools m Export Plain CSV Format v Q Search Advanced Search a A Loan Application Reference Select Status Form Identifier Priority Received VY General Enquiry Form 32205 Lorraine Marsh A 26 08 2008 12 56 26 Completed Saved Abandoned Financial Planning Enquiry First lt Previous Results 1 1 of 1 Next gt Last Form Display results per page gt d Form Master Archive 2007 This page allows you to a manage forms in various stages of completion e g review track print forms b process forms and keep track of the status of each c easily locate forms you can quickly scan through a list of forms sort by received date or search for an individual form d keep track of high priority forms and process accordingly and e export forms into excel for easy analysis Navigate These icons allow you to navigate between the Completed Forms page and the Saved and Abandoned Form pages see later for explanation of what these pages are for Export You can export all data in
3. allows credit union staff to access these abandoned forms and if the initial contact details have been completed contact users to prompt form completion e g to increase application rates or ensure members are not experiencing problems NB This facility should only be used as directed by internal policies and procedures To action an abandoned form you need to first view its details bandoned To do this just click on the abandoned forms icon and then the reference ee number of the form required 32205 This takes you to the Form Details page which displays all the contents of the form The top of the page looks like this Form Master User Manual Version 3 0 26 August 2009 Page 6 bc brighton consulting Form Master Home Manage Tools ma Q PE Back View Print Progress Decline Loan Application Underneath this you will see all the partially completed form data To action an abandoned form e review the form data to see if the user has completed the initial contact details name phone number email address etc e contact the individual considering their preferred contact method if specified e investigate why the form has been abandoned and e identify if the individual would like to complete the application If the individual would like to progress the form select the progress icon Progress If not select the decline icon Q Decline When the progress icon is selected the following c
4. cordingly Form Master can assign a priority to a form based on a set of rules a that are determined at the time that Form Master is set up for example length of membership or size of loan etc Note this is optional within Form Master and may not apply in your case Received 7 Received This shows the date time the form was received 26 08 2008 12 56 26 Delete Form Master Administrators will also have the ability to delete form data oh although this is not recommended just select the form s checkbox and click on the delete icon 5 Actioning completed forms To action a completed form you need to first view its details To do this just click on the completed forms icon and then the reference number of os the form required SO a 32205 This takes you to the Form Details page which displays all the contents of the form The top of the page looks like this Form Master Home My Forms Manage Tools Loan Application Underneath this you will see all the contents of the form This page allows you to a obtain a separate record of the form by printing it or saving it as a pdf Note a signature strip can be automatically added to the form and included within the pdf should a Member signature be required This functionality will be established when the form is set up b maintain a record of submission quality by marking submissions as approved or declined if the form does not require approval yo
5. eueeceeeceueeaueeceeseeeaueesaessaeesueesaeeseeeseueeeas 6 Accessing and actioning saved FOFMS cccccceccceeeeeeeeceeeceeeeeeeeseeeseeeeeeeeseeeseeeeseeeseeeseeeseeeaes 7 Accessing and actioning abandoned fOrMS cccccecccceeeceeeceeeeeeeeceeecaeeeseeeseeeeeeeeseeeeeeeeseeess Os Any furth r QC SONS sesine a a a aN EE a aS E E OaE E Form Master User Manual Version 3 0 26 August 2009 Page 1 brighton consulting 1 Introduction This document provides the information required to enable a client using Form Master to effectively use the system 2 Accessing Form Master Form Master is accessed via the URL https forms sharedservices com au admin login php Form Master Login You will be required to enter a username and password Please contact the Support Team at Brighton to establish or Username O retrieve your username and or password on 02 8011 1400 TA A oOo 3 Home Page The home page enables you to access form data and change your password Form Master Administrators will also be able to review form statistics and manage users Form Master Home My Forms Manage Tools Loan Application 7 General Enquiry Form Financial Planning Enquiry Users Statistics Change Form Password 4 Accessing completed forms Loan Application General Enquiry Form Financial Planning Enquiry To access forms simply click on the required form name located Form in My Forms You
6. ontent will be displayed It enables the abandoned form to be moved to the saved area and progressed as detailed above Ej e w Q Back View Print Progress Decline Loan Application Please enter the email address of the applicant and press the Move to Saved button If the applicant does not have an email address please enter noemail noemail com After you have submitted the email address you will be able to load the form by clicking on the Load icon which will appear on the toolbar above Email Move to Saved 8 Any further questions If you have any further questions please do not hesitate to get in contact Call Brighton Consulting on 02 8011 1400 or email ebusiness brightonconsulting com au Form Master User Manual Version 3 0 26 August 2009 Page 7
7. pplication If the individual intends to complete the form select the load icon If not select the decline icon Q The load page facilitates the completion of the form in two ways Please follow the appropriate instructions shown in the screen that is then displayed see below for example Form Master User Manual Version 3 0 26 August 2009 Page 5 bc brighton consulting Progressing a saved form There are two options available to progress a saved form 1 Completion by the member or 2 Completion by a Credit Union representative Note if the email address consists of dummy data i e noemail noemail com then the application can only be completed by a credit union representative see below Completion by the member e Confirm the PIN number with the applicant over the telephone Email My Last PIN link to send an email containing all necessary information to the applicant The applicant can either access the form using the retrieve form link on your website or via the link located in the email Completion by a Credit Union representative Press the load button below to bring up existing information e Complete the form with the applicant in person or over the telephone Email Address Imarsh brightonconsulting com a PIN ZTVVEK Email My Last PIN Load 7 Accessing and actioning abandoned forms Sometimes a member will abandon a form without saving it or completing it Form Master also
8. to excel for easy Export Plain CSV Format v analysis The system offers two options 1 Plain CSV Format or 2 Predefined Column Format The second option enables the data to be exported into excel columns of a predefined width Please contact Brighton Consulting should you wish to use option 2 Click on the green arrow to action your selection Completed Saved Abandoned Search You can find data easily using the search function ee 2 Click on the symbol to action your selection Reference Reference To view the details of a form click on the reference number of the form 3 5 required Select Select To select a form for deleting or exporting just select the form s checkbox m Stat Status The Status symbol next to each form changes from a closed envelope to an open envelope when the form data has been viewed The name of the reviewer will be displayed when the open envelope is hovered over Form Master User Manual Version 3 0 26 August 2009 Page 3 brighton consulting Form Identifier This is the summary identifier of each form Note the Form Identifier contents of this field are determined at the time Form Master is setup The Lorraine Marsh field can contain the results of up to 2 data fields for example the respondent s first name and surname or their surname and nearest branch Priority This shows the assessed priority of the form so you can action it Priority ac
9. u can use this functionality to indicate that it has been processed and c forward the form to another member of staff as required Form Master User Manual Version 3 0 26 August 2009 Page 4 bc brighton consulting 6 Accessing and actioning saved forms Longer Form Master forms allow users to save a partially completed forms for subsequent completion e g if they do not have all the relevant information at hand Form Master allows staff to access these saved but incomplete forms and contact users to prompt form completion e g to increase application rates or ensure members are not experiencing problems NB This facility should only be used as directed by internal policies and procedures To action a saved form you need to first view its details To do this just click on the saved forms icon and then the reference number of La the form required ave Reference 32205 This takes you to the Form Details page which displays all the contents of the form The top of the page looks like this Form Master Home My Forms Manage Tools Loan Application Underneath this you will see all the partially completed form data To action a saved form e review the form data to ensure you understand which fields have not been completed e contact the individual considering their preferred contact method e investigate why the form has not been completed and e identify if the individual intends to complete an a
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