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SE Form is integrated with BPM Suite - Business Process Management - and automates, simplifies, and efficiently generates the processes based on wide forms of the organization to help ensure compliance with regulations.

 

SE Form is divided in the following menus:

 

Configuration

Allows configuring templates for the forms, checklists for step approval, teams responsible for certain functions, revision routes and reasons, and dataset, form, and table types.

 

File

Allows creating the datasets that will be associated with the form items, as well as creating and editing forms and form tables.

 

Management

Allows managing form revisions.

 

Execution

Allows adding, editing, and viewing the records created in the pivot tables and the records in table forms.

 

View

Allows adding, editing, and viewing the records created in the pivot tables and the records in table forms.

 

For a better understanding about the features of the SE Form component, access our Training Store and get the full online training.

If you are subscribed to the Infinity plan, which offers full access to courses, access the training of this component through the Infinity learning option in the Help center.

Refer to the Quick guide to learn about the basic operations of SE Form in a quick and easy way!