{"id":68223,"date":"2024-07-30T14:18:47","date_gmt":"2024-07-30T06:18:47","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=68223"},"modified":"2024-08-22T16:29:22","modified_gmt":"2024-08-22T08:29:22","slug":"forms-4-14","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/forms-4-14\/","title":{"rendered":"Forms (4.14)"},"content":{"rendered":"\n

This article applies to version 4.14 IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For the latest help see Forms<\/a>.<\/p>\n

A Form defines both the type of entries that will be created, and the fields that the entries will contain.<\/p>\n

Forms are configured by administrators in Server Management and are used in A-Plus, Case Management and Shift Log.<\/p>\n

Related: Fields<\/a>, Entry Dialog<\/a><\/p>\n

\n

Types of Forms<\/span><\/h2>\n

The different types of forms are designed for different purposes and have different default and mandatory fields. All form types can have any number of fields in addition to the default fields.<\/p>\n

There is only one copy of each form, and of all the entries that have been added using the form. This means that a particular Case Form viewed in Case Management contains the same entries as when that same form is viewed in a Shift Log page.<\/p>\n

Here's a quick guide to help you understand the difference between the different form types:<\/p>\n\n\n\n\n\n
A-Plus:<\/strong><\/td>\nLoss Form<\/strong><\/td>\nAvailability Form<\/strong><\/td>\nGain Form<\/strong><\/td>\n<\/tr>\n
Purpose<\/strong><\/td>\nUsed to represent periods when the actual capacity, of a piece of equipment or a process, is less than forecast capacity.<\/td>\nUsed to represent periods when the equipment, or process, is unavailable.<\/td>\nUsed to track and account for production that exceeds capacity.<\/td>\n<\/tr>\n
Default Fields<\/strong><\/td>\n\n

All A-Plus forms are populated with the same default fields.<\/p>\n\n\n\n\n\n\n\n\n\n
\n
    \n
  • Entity<\/li>\n
  • Start Time<\/li>\n
  • End Time<\/li>\n
  • Cause<\/li>\n
  • Reason<\/li>\n
  • Department<\/li>\n
  • Time Usage<\/li>\n
  • Level<\/li>\n
  • Reason For State<\/li>\n
  • Recommended Action<\/li>\n<\/ul>\n<\/td>\n
\n
    \n
  • Potential Impact<\/li>\n
  • Accounting Point<\/li>\n
  • System<\/li>\n
  • Master Entry ID<\/li>\n
  • Status<\/li>\n
  • Origin<\/li>\n
  • Shift Start Time<\/li>\n
  • Shift End Time<\/li>\n
  • Duration<\/li>\n
  • Site<\/li>\n<\/ul>\n<\/td>\n
\n
    \n
  • Area<\/li>\n
  • Measurement Point Group<\/li>\n
  • Measurement Point<\/li>\n
  • Production Stream<\/li>\n
  • Source System ID<\/li>\n
  • Source Entity Name<\/li>\n
  • Original Event ID<\/li>\n
  • Closed Date<\/li>\n
  • Closed By<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Read more:<\/strong> A-Plus Form used in Entry Dialog<\/a>.<\/p>\n<\/td>\n<\/tr>\n

Case Management:<\/strong><\/td>\nCase Form<\/strong><\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Purpose<\/strong><\/td>\nDesigned to be used for ongoing issues. These forms are used in Case Management and in Shift Log.<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Default Fields<\/strong><\/td>\n\n
    \n
  • Assigned To<\/li>\n
  • Category<\/li>\n
  • Closed Date<\/li>\n
  • Description<\/li>\n
  • Due Date<\/li>\n
  • Entity<\/li>\n
  • Priority<\/li>\n
  • Procedure<\/li>\n
  • Status<\/li>\n
  • Time Open<\/li>\n
  • Title<\/li>\n<\/ul>\n<\/td>\n
\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
Shift Log:<\/strong><\/td>\nLog Form<\/strong><\/td>\nGeneral Form<\/strong><\/td>\nSummary Form<\/strong><\/td>\n<\/tr>\n
Purpose<\/strong><\/td>\nDesigned to be contained within a shift. The Event Time determines what shift these entries will appear in.<\/td>\nThese entries will appear in a Workbook until they are closed. They are not tied to a shift.<\/td>\nThese are the destination forms for shared entries in a summary workbook. The summary tables they are displayed in can be configured to provide view access only to users.<\/td>\n<\/tr>\n
Default Fields<\/strong><\/td>\n\n
    \n
  • Description<\/li>\n
  • Event Time<\/li>\n<\/ul>\n<\/td>\n
\n
    \n
  • Assigned To<\/li>\n
  • Closed Date<\/li>\n
  • Description<\/li>\n
  • Status<\/li>\n
  • Time Open<\/li>\n<\/ul>\n<\/td>\n
\n

 <\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

In addition to the above default fields, all entries also contain the following system fields:<\/p>\n