Data Entry Screen

Use the down arrow or type the description in the filed to quickly jump to another record for the same form.

Use to go back to the record list described in the previous section.

Click to create a new blank record. 

Click to save any changes to the record information. 

 

Click to delete the current record.

 

Click to copy the existing form.

Click to send an email notification to someone to take action or as just as a CC using the Notification Wizard.  See the Notifications section for more information.

Click on the arrow next to this MS Office icon to extract the form data to a mail merge template.  The templates are configured by your Administrator.

To print the form, click on the down arrow next to the print icon and select "View Reports". Once clicked you will be directed to the reporting preview screen which has a select set of reports you can preview and export to PDF for printing.

Click to generate other documents (transmittals, multiple revisions, change events etc.).  Note:  the Available options is dependent on the form.

Use to import data from an excel spreadsheet located on your computer or somewhere outside of PMWeb.  Once selected an import screen will be displayed and you will be prompted to upload the file you want to import.  In addition, you will be prompted to map the column headers to the column headers or fields that exist in PMWeb.  If the column headers differ, you will need to choose the mapping.  If the column headers in the spreadsheet are identical to the PMWeb fields, the fields/columns will automatically be mapped.  Once mapping is complete, click Import.  The data from your spreadsheet will now be populated in PMWeb.

 

Use to assign a user to this record.  Once assigned a reminder will show up on that users "My Assignments" home screen.

 

Note:  The assignment feature is only available for Engineering forms and is not tied to Workflow or Notifications in any way.

The header details provide the basic data for all forms.  This data will need to be saved (see the saved icon) in order to enter data in the details section of the form.

These tabs provide additional details relating to the record.  All forms may not contain the the Workflow tab (depending on whether or not the workflow was set up by your Administrator).

 

Details:  Displays more information about the record often entered in a grid.

Specifications:  Custom fields that can be created on a project by project basis.  These fields are configured by your Administrator.

Notes:  Use to add additional notes/details relating to the record.  See the Notes section.

Attachments:  Use to to attach reference files to the record.  See the Attachments section.

Workflow: Use to to automatically route the record to a pre-defined set of approvers/reviewers.  This is configured by your Administrator.  Please see the Workflow section.

Notifications: Contains a log of all of the notifications that have been sent for this record.  Please see the Notifications section

 

Use this feature to create different views of the form by dragging the column headers (date, revision etc.) to this area.  Once you are done setting up the views, click Save Layout.  To revert back to the original/default layout click on Load Default Layout.

Many of the Details tabs in the data entry screens contain a grid where multiple items can be entered.  This can also be used to setup your views/layouts.  Note:  this menu will not displayed until the header details are saved.  Some of the options below may not be on some some form types.

 

Edit: Use to modify existing line items.  To modify, highlight the line item(s) and click Edit.  Once complete you must click Save or Update Records (depending on record type).

Add Items:  Use to create a line from a record in your Items catalog. Note: This option may not be available on certain forms.

Add: Use to add a new line item.

Delete:  Use to remove an existing line item.  To remove, highlight the line item(s) and click Delete.

Refresh:  Use to refresh the data that is displayed in the form.

Save Layout: Use to create a new layout.

Load Default Layout:  Use to default to the original layout view.

Save or Update Record: (Not shown on diagram).  Use to save any new data or changes to the line items.

Use to scroll through records for that form (typically used if there is a lot of data, several pages etc.).  The page size displays the number of records you want to appear on the screen.  Utilize the drop down menu to select the number of items.