Online Data Collection (OLDC). Working with ADD Forms October, 2004. Contents (click title to see that section or hit any key to proceed to the next slide). ADD Forms OLDC Menu Selection Screens Report Form Sections Summary Report Form Sections Report Forms Report Clone Help.
Working with ADD Forms
Select “Report Form Entry” from the OLDC Menu
On the “Report Selection” screen, use the drop-down lists to select the Funding Period, Report Period, and Action*
*Action types are defined on the next slide of this presentation
The Report Display is already selected to best present the particular form or form section
After the three step selections are made, click “Enter”
The “Select Action” drop-down list provides the following options:
The top of the Report form shows the program, grantee, dates, and status of the report
Any messages specific to this form are displayed under the Report Sections information
Basic instructions and information about this form is also listed under the Report Sections data
The middle of the screen contains action buttons such as add attachments, validate the form, and save section notes. The buttons that display depend upon an individual’s roles and the report status
Sections of the ADD form are listed below the action buttons
Form sections are listed toward the bottom of the Report Sections screen. Sections that allow name changes or the option to create a blank copy of a section have the “create” action available
“Create” action produces a blank copy of a section. Notice that the original section is automatically listed as “0” and the duplicate section is automatically listed as “1”.
Enter a desired name in each section’s name field.
Information about the Grantee and grant may already be entered from the database
Open cells are available for data entry. Unavailable cells automatically calculate their values. Text boxes for narrative may allow between 2,000 and 4,000 characters
The Report Progress Bar shows where this report is in the workflow
The “Previous Section” and “Next Section” buttons move to another section, without having to return to the Report Sections screenReport Forms
A special Action option is available--Clone Report--on the Report Selection screen. Cloning a report means to copy the report format and all report data to a current report period.
After completing Steps 1-3 of “Report Selection”, for the report to receive the cloned information, click “Enter”.
Steps 4 and 5 appear
Select the funding period and report period for the original report
The special conditions required when cloning a report are: