Data Set Up

Data Set Up

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1. Setup the form data setup

1)Flow diagram for How to setup the form data setup

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2)Flow setup the form data setup:

Login as admin userin https://edata.sg/

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Click to “login” CTMS.

 

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Enter Usernameand 

Click on Sign In.

 

3)To upload a new template in Form Template click Administration -> Data Setup -> Form Template.

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Click “manage”  to create new form template.

 

Click Add New Template

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Click “+ ” to add new form template

 

Fill Form Type, Form Name, and Form Code fields

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Click Upload new Template

Click “upload template”  to upload file template

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Select file from directory (you must use file format *.xlsx or excel file)

 

Click 8 to select file from directory

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Click “upload”  to upload

 

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Fill in the necessary part on the choice of workflow

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Save Form or Cancel

Click  “save form” to save or “cancel”   to discard.

 

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Click 14  to import from master data.

 

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Click “copy”  to copy template.

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2. Setup the form Project

1) Flow diagram for How to setup the form Project

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2)Flow to use form for operational activity:

To Create Permit to Work Form

Click Project -> Permit to Work.

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Select template

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Create new Project Form

Click “create”   to create new project.

 

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Fill in the required fields

 

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Complete the fields

Click “Sign” to input Signature.

Click “Submit” form to make a new permit to work template or ‘’Cancel” to cancel new form