Form Number Manger

Users with Admin permissions can manage how forms are numbered. You can add each form number individually or load them from a spreadsheet.

Procedure
  1. From the left menu, select AdministrationAgency Configuration.


  3. On the Agency Configuration page, select Form Number Manager.
    The Form Number Manager page appears. If any form number records have already been created, they are displayed in a list.
  4. Select one of the following options.
    Manually add a new form number record
    1. Click the Plus icon.

      Coplogic™ Ethos creates a new entry on the Form Number List.

      note.pngIf entries already exist, the new entry will be at the end of the list.
    2. Enter data for Source Type, Number Type, Prefix, Number, and Suffix, and indicate if the number should be infinite.
    3. Click the Save icon to save the entry. Alternatively, click the X icon to delete the entry.
    Load form number records using a spreadsheet
    1. Click the Download CSV Template icon.

      Ethos downloads a spreadsheet template to your computer. The template typically displays in the bottom left-hand corner of your screen, but this may vary depending on your browser and settings.

    2. Click the template to open it in your spreadsheet application.
    3. Fill in data in each column for each form number.
    4. Name the spreadsheet and save it to your computer.
    5. In Ethos, click the Import Report Numbers icon.
    6. Navigate to the saved file on your computer and click Open to upload it toEthos.
    7. To see the imported form number records, click the Refresh icon
    Edit a form number record
    1. Locate the item in the list of existing records.
    2. Make your changes.
    3. Click Save.
    Export report number list to Microsoft Excel
    1. Click the Export Excel icon.

      Ethos downloads the code list as an Excel file. The file typically displays in the bottom left-hand corner of your screen, but this may vary depending on your browser and settings.

    2. Click the file to open it.
    Export report number list to PDF
    1. Click the Export PDF icon.

      Ethos downloads the code list as PDF. The file typically displays in the bottom left-hand corner of your screen, but this may vary depending on your browser and settings.

    2. Click the file to open it.