eForm layout and tools

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What do you need help with?
eForm listing page layout
eForm layout
Left-side Pages panel
- Toggle panels open or closed
Right-side Toolbar panel
Popups in eForms
Related topics

What do you need help with?

I want to know more about ...	Where to find help
Bulk update eForms	Only available for Request Project Request (RPR) eForms Application Bulk Update
Changes - How to view changes made to the form	• View Options - Print View, Snapshots and Change History • View History (for Ethics, HDRCM, and RPR eForms)
Comment - How to make one	Comments
Create - How to create a new eForm	Click New on the toolbar of an eForm listing page, or in the eForm Template widget on your dashboard, if configured Some eForms can be created by selecting an existing one to reuse the details, for example, for an amendment. You can also copy an existing eForm to use as the starting point for a new eForm (requires permissions). See the help page for the relevant eForm listing page: • Contracts - Create a new eForm • Ethics - Create a new eForm • Higher Degree Research Progress Reviews (HDR PR) - Create a new eForm • Higher Degree Research Candidature Management (HDRCM) - Create a new eForm • Projects (Research Project Requests) - Create a new eForm • Research Outputs - Create a new eForm
Delete - How to delete an eForm	• Delete button in an open eForm Toolbar panel (depends on the workflow design and access) • Delete an eForm via the Delete button on the top toolbar of an eForm listing page (requires permissions)
Documents - How to upload or edit a document	Documents
eForm listing page - what is it?	eForm listing page
Email - How to email the form	Email an eForm and all attachments
Grids - How to use a grid in a form What are the numbers under grids are for?	Grids and lookups
Help - how to view	For eForms, two levels of help may be available depending on how the eForm was designed: • Help icon within the form, which is specific help included for the element (eForm page, question/statement or grid) when the eForm was designed See: eForm - how to use > Help for an eForm page, question or grid • Help link at the top right of the screen; in the left panel This page (An overview - eForm layout and tools) should display by default. If not, go to the Help Table of Contents on the left and go to RME Introduction > eForms This section provides generic help for eForms. Also see: Help - how to use
Layout of an eForm	eForm layout
Link - How to save a link for the form	Bookmark an eForm
Navigate - How to move through the form	Move through an eForm
Navigate - What page of the form am I on?	The page you are viewing is highlighted in bold in the Pages panel on the left. The banner at the top of the form under the breadcrumb trail includes the template name followed by the page you are viewing. See more: eForm layout
Open - How to open an eForm	On the eForm listing page, you can either: • Select the Open icon in the grid next to the item. The eForm opens in the same browser tab, replacing the listing page. Alternatively, you can right-click the Open icon and choose to open the eForm in a new browser tab. In this way, you can have more than one form open at a time. • Tick the checkbox to the left of the eForm in the grid so it is ticked. Go to the toolbar and click Open. The record or eForm will open in the same browser tab. If your browser settings allow popups, you can select and open more than one eForm at a time using this method. Multiple eForms open in separate browser tabs.
Panel - Left side panel symbols	Pages panel Page status indicators and comment icons
Panel - Right side panel buttons	Toolbar panel
Print an eForm	View options and reports for an eForm - Print View
Reporting	• View options and reports for an eForm (within an open eForm) • RME reports on multiple eForms
Review an eForm	eForm review
Save - What happens when I save?	• Save, validation and multiple user checking • Error messages and notifications and mandatory fields
Screen space - How to get more space for the form	• Toggle the side panels • Toggle the RME menu - see: An overview - general layout, Main menu
Search for an eForm	Search Also see the help page for the relevant eForm listing page: • Contract eForms • Ethics eForms • Higher Degree Research Progress Reviews (HDR P) eForms • Higher Degree Research Candidature Management (HDRCM) eForms • Projects (Research Project Requests - RPR) eForms • Research Outputs eForms
Tabs on an eForm listing page - what are they for?	eForm listing page layout

eForm listing page layout

The pages used to create or find your eForms are accessed from module menu options in the RME menu on the left.

These pages displays tabs for different kinds of eForms, depending on the role you play in the process.

• The My Applications/My eForms tab lists all of your eForm applications currently in progress; if you want to see completed eForms, tick Show all applications.

• The For Review tab lists all the eForms that have been designated for you to review and/or enter comments.

• The For Assessment Review tab lists all the eForms you must formally review and provide an outcome if you were specifically assigned as a reviewer, or are in a custom review group.

• The Advanced and Results tabs display if you have the required permission (Allow Manage Application page action) to search all eForms in the domain (usually RME administrators and office staff). Search results display automatically in the Results tab.

Some tabs may be blank. For example, if you are not a reviewer, you will not see any eForms listed in the For Review tab.

Default labels for options, fields and buttons are used in this help content; these may be different if they have been personalised for your institution.

The toolbar across the top offers different actions based on your role, access and permissions:

• Actions for administrative activities (based on assigned page actions) - see: General layout, Actions

• Columns to change the grid layout

• Copy to copy an existing eForm and reuse some details

• Costing and Pricing Tool to open the Costing and Pricing Tool, for RPR eForms only, if used

• Delete to delete one or more eForms

• Export to export eForm details from a grid

• New to create a new eForm - see eForm pages: Contracts, Ethics, HDR PR, HDRCM, Research Outputs or Research Project Requests

• Reports to open reports for eForms (a report for a single, open eForm can be viewed via the View Options button in the Toolbar panel).

RME administrators, for a full list of page actions that provide some of these toolbar functions, see: Page View Actions.

eForm layout

When you open an eForm, the layout and general tools available are the same even though the actual content of each eForm is different. The example and table below walk you through the general eForm layout:

decorative only, refer to table below for elements.

Click to view or hide: eForm layout walkthrough

#	Option	Description
1.	Breadcrumb trail	Across the top, a breadcrumb trail displays the domain name, the ID (code) of the eForm application and title. For HDRCM and HDR PR, where the application code is not available, it displays the student name as the title. You can click a page within the breadcrumb trail to go to that page. For example, if you wanted to go back to the Research Project Requests eForm listing page, you would click that page name in the trail (as shown in the example above). For details, see: Breadcrumb trail
2.	Session menu	At the far right of the breadcrumb trail your username displays. From this, a dropdown provides options to log out and manage your own settings. See: Session menu
3.	eForm header	Under the breadcrumb trail is the eForm header which displays the name of the template used for the eForm, and the name of the page currently displayed. The expanded section under this shows the eForm status (or for HDRCM, enrolment status) and current workflow state. If the eForm is based on an existing one to re-use the details and save on data entry, the ID, version number and title of the original form is also provided. For example, if a variation form is created based on an earlier Grant Application form, the details might display the details of that original form as: Based on: 123456789 Version: 0 Original title: Grant application for my research To collapse or expand this section, click the arrow to the left of the template name.
4.	Pages panel (left side)	In the panel at the left is a navigation tree that displays all the sections and pages of the form. For screens smaller than 1024 CSS pixels wide, such as a tablet, this panel will be collapsed by default to make the most of the screen space. To expand the panel, click the Pages tab on the side. To keep it open, click the Pin icon. See: Toggle panels below You can navigate the form by selecting a page in the tree. You can also navigate the eForm by using the Previous page/Next page buttons at the bottom of each page. The page you are viewing is highlighted in bold. Indicators display next to each page in the tree to notify you of the page status and if there are unread comments.
5.	eForm page	When you select a page from the Pages panel or via the Previous page/Next page button, the page content will display in the centre. The name of the open page will be displayed in bold. • To navigate through pages of the eForm, you can select a page from the tree in the Pages panel. • You can also use the Previous page or Next page buttons at the bottom of the page. The current page is saved when you do this so if a question requires an answer, a notification will display. Some elements of the form may change based on your saved answers, for example, some questions or even pages may become hidden if they are not relevant to your responses. In this case, if the next page becomes hidden, the next available page will display or you may be returned to the first page. • For long pages, you can quickly return to the top of the eForm page by clicking the Return to Top button at the bottom of the page. Comments in an eForm • To view all comments in the eForm page, click the Expand All Comments link at the top right of the page. • To view comments about the page as a whole, click the Comments button at the bottom of the page. For more, see: View comments. View previous details after changes When details in an eForm have been changed, you may be able to view what the details were via the View History action button, if displayed. For more, see Use an eForm, View previous details after changes Open a corresponding core record Some fields include a View Details link icon which allows you to open a corresponding core record in a new browser tab. For more, see: Use an eForm, Open a linked core record
6.	Toolbar panel (right side)	The panel at the right lists the tools and actions that you can use for the eForm depending on your role in the process, the status and workflow process state of the form. For more, see: Toolbar panel and Toggle panels below.
7a.	Expand All Comments	Only shown if comments have been saved for questions in the page Displays all comments saved for specific questions in the current page of the eForm For more, see: Comments.
7b.	Comments	Only shown if comments have been saved for the page Displays all comments saved for the current page of the eForm For more, see: Comments.
8a.	Previous Page	Only shown if there is a previous page to display Displays the page before the current page of the eForm that you can access
8b.	Next Page	Only shown if there is a next page to display Displays the page after the current page of the eForm that you can access
9.	Return to Top	Allows you to go back to the top of the current page in the eForm

Left-side Pages panel

The panel on the left, called Pages by default, provides a tree structure of the eForm. This label can be customised so it may be different in your system.

The panel includes:

Sections: A collection of pages, usually collating similar types of information in the form, such as Section A, Section B
Pages: Separate pages in the form, such as the Applicant Declaration page

Status indicators

Page status indicators display to the left of each page to let you know if you need to address something in each page. When you first open a form, the Unvisited indicator will display until you visit the page to complete the required details. See: Page status indicators

Comment indicators

Comment indicators are also shown to the right of each page if comments exist for that page. See: View a comment

Administrators:The label of this section, by default Pages, can be changed in RME Global Label Preferences.

Toggle panels open or closed

You can toggle the side panels to minimise them to a tab on the side or open them using the Pin icon at the top right of the panel. This can be useful for allowing more screen space for the form. The panels are pinned open by default when you open an eForm on large screens. For screens smaller than 1024 CSS pixels wide, such as a tablet, the Pages panel will be collapsed. The Toolbar panel will be pinned open.

To minimise a panel, click the Pin icon at the top right of the panel . A tab will display on the side of the page instead. Click this to open the panel temporarily; the pin icon will be shown on its side. To keep the panel open permanently, effectively "pinning it", click the Pin icon again so that it is upright.

Examples using the Pin icon to toggle the side panel

Right-side Toolbar panel

The panel at the right, called Toolbar by default, shows the different actions or tools you can select for the eForm. This label can be customised so it may be different in your system.

For screens smaller than 1024 CSS pixels wide, such as a tablet, this panel will be pinned open but the width will be reduced as compared to the width on a PC. The panel remains visible when you scroll long pages. Similar to the left Pages panel, you can toggle this panel open or closed to allow more space for form content.

The options that display at any given time will depend on your role, assigned page actions, and the state of the eForm in the workflow process. The options you will see, and what they do, are defined by the administrator when designing the eForm and workflow. The labels for options are configurable so what you see will depend on how the eForm and associated workflow were designed.

The table below shows some common examples of actions for particular roles, as a guide only.

Role	Example actions	Description
All	Save	Used to save the data entered or changes made in the eForm Some validation may occur and if any issues are found, an error message will display. See also: Saving and concurrency checking
	View History	Used to compare current details with previous details, directly in an eForm See: View History to see previous details after changes
	View Options	Used to view and print information about the open eForm This function is used to view or print the whole eForm or all comments, snapshots and the change history, or view and generate an RME report for the eForm See: View options and reports for an eForm
Applicant/ researcher	Peer Reviewers	Used to select peer reviewers to check the details, for example, before submitting the eForm
	Submit Application	Used to send the completed eForm to the next state of the workflow for checking and review
	Email Application	Used to send the completed eForm by email See: Email and eForm and attachments
Reviewer	Review Application	Used to open the eForm and review it See: eForm review Depending on workflow permissions, the reviewer can enter comments and either send the eForm to the next state in the flow, or return it to the applicant
Assessment reviewer	Enter Outcome	Allows each reviewer assigned to the eForm in an assessment review state to record a review outcome (mandatory). Once all outcomes are submitted, the eForm can move automatically to the next defined state in the workflow. See: Enter Review Outcome
Reviewers, approvers, administrators	Next eForm Previous eForm	Allows you to move from one eForm to another if you have the page action: Allow Bulk Navigation for the eForm listing page. The order is based on the search results or saved search list. These options are only enabled if there is more than one eForm in the search list. The first page of the next eForm is always displayed, regardless of the page you viewed in the previous eForm. If you have edit permissions, you can update an eForm and use one of these buttons to save your changes and continue to the next eForm. Changes will be saved automatically. If you want to verify that the changes were made, you can go back to the eForm. If the next eForm is one for which you don't have access, a message will be displayed. Click OK to continue to the eForm after that. If any eForm has been updated since your search, it may be removed from your original search list when this is refreshed automatically. In this case, it may not display, or may display with altered options. For example, if you searched for eForm applications in a specific workflow state, and the state of one eForm is changed, the eForm will no longer be in the search list. If it was later in the original list, when you click Next eForm, it will not display; the following eForm will be displayed. If a previous eForm, if you click Previous eForm, it will display however it will no longer be considered "in the list" so the Previous eForm button will be disabled. Use Next eForm to return to the eForms in the current search list.
Administrator	Reviewer Groups	Used to manage reviewer groups for eForm applications; see: Manage reviews - eForm
	Review Outcome	Provides a summary of all reviewers for the current review assessment round and indicates if they have entered a review outcome; see: Manage reviews - eForm
	Reviewer Assignment History	Shows a history of reviewers and review actions; see: Manage reviews - eForm

Administrators: Some actions are configured in RME Workflow Designer. The label of this section, by default Toolbar, can be changed in RME Global Label Preferences.

Popups in eForms

Popups are small windows that suddenly appear in the foreground of an eForm page when an action is selected. The page behind is covered with a grey overlay to indicate that you cannot enter data or select options in it. This remains until the popup is closed.

Example: Selecting an action button from the Toolbar panel on the right for a custom review group displays a popup so you can add a new member, as shown in the image below.

Search lookups are not popups.

You can move a popup to see content in the eForm page behind it. Select the popup header bar and drag it to another location within the available screen space.

If you want to find a relevant part of an eForm page behind a popup, you can use the scroll bar on the right. You can only scroll the page behind a popup; you cannot click any elements or otherwise interact with that page while the popup is open.

Click to view or shrink: Example popup in an eForm