Generating a Form

1. Select Document Control from Global Navigation. Select Templates from Local Navigation. The Template Repository Search page displays.

2. Enter available search criteria. Click the Search button. The Template Repository Search page displays with the forms matching the criteria the user entered.

NOTE: Keywords are used as search criteria.

3. Click the desired form Name hyperlink. The Document Parameters page displays.

4. Enter the Case Number and click the Go button. This button retrieves specific case information for the remaining drop-down fields in the window.

5. Select the appropriate Consumer Name, Program, Language and any other mandatory drop-down field based on the form chosen.

6. Click the Generate Form button. The form displays in PDF format with populated case and office information.  Enterable fields are shaded.
   
   NOTE: If there is no address listed for the consumer the Form is being generated for, the following Hard Warning message displays: Error. Consumer does not have a current mailing address. If this message is received, navigate to the Contact Summary page to add the consumer’s address.

7. Enter the applicable information in the shaded fields.

8. Review form for accuracy and click the Save and Print Locally or Save and Print Centrally button.

9. Complete a Journal entry.