Form Hold

An additional secondary status of ‘hold’ is available in the Forms Manager. This ‘hold’ status is used to ensure forms are not transmitted before a certain action is performed. There is an additional table that is required to be filled out by the agency. Table: Hold Reasons This is what you will see in the grid with the Hold Options specific to your agency.

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Table of Contents

Specifications to the Form Hold Function

CAN do the following when on hold

• open/edit

• Issue/print

• Validate

• Replicate

CANNOT do the following when on hold

• Accept

• Archive

• Clear

• Complete

• Delete

• Referral

• Hosted Archive

• Reject

• RMS Resend(Hosted)

• RMS (Stop export)

• Transmit

• Transfer form

• Void

CANNOT Put on Hold when

• Archived

• Voided Disposition

• Accepted/Rejected/Exported

To put on hold

• Highlight the form to put on Hold

• In the Forms Manager click the Hold/Unhold Button in the Home Ribbon

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• In the Dialog box click the Reason for the hold

  • If you only see the Other Option, you system admin has not added any agency specific options

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• The Form will be put on hold with the option chosen shown in the Grid.

Remove Hold

• Highlight the form to put on Hold

• In the Forms Manager click the Hold/Unhold Button in the Home Ribbon

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•  Click yes in the following Dialog box.

  • No will cancel the feature.

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Errors to Encounter

Form cannot be put on Hold will result in

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Form On hold and trying to do something unavailable when on hold

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