An additional form is used to capture supplemental information for a project that is not captured by the default fields in the Project Profile. The additional forms in a Project Profile can be inherited from the Company and Contract Profiles added to the project, or an additional form can be automatically available to a project if an Administrator has linked the form to the project type. If an Administrator designated any of the additional forms contained in a project as required, you will receive constant reminders from Novatus that the required form is "missing" until you complete the form by providing the required information. If the form is optional, it will be available via the Additional Forms link in the Project Profile, and you can complete the form, if appropriate.
If additional forms exist for a project, you can perform the following tasks:
Although the linked tasks below were written for a contract additional form, the steps in each task also apply to a project additional form.
- View additional forms
- Locating an Additional Form (Opening the Form Profile)
- Add an additional form
- Copy an additional form
- Edit an additional form
- View the history of an additional form
- Delete an additional form