Form Views

Users enter, edit, delete, or view information in the PT application's Eval database using form views. Administrators use these forms in the PT Admin application and evaluators use them in the PT User application. The PT User application will include read-only versions of these forms, to which individuals and auditors will have various degrees of access.

For information about the menu options available in the form views of the PT Admin application, see PT Admin Application Pull-Down Menus.

The content of the form views comes from tables in the Eval database. The PT application contains the following forms:

• User Information form. Administrators use this form to add individuals to the database, edit their data, or remove them.
• Group form. Administrators use this form to create and edit groups, to assign individuals to groups, and to remove groups.
• Group Membership form. Administrators use this form to see the groups to which an individual belongs. Administrators can associate new groups with individuals and they can also delete associations.
• Location form. Administrators use this form to create or edit a location within the organization, or to remove a location from the database; administrators can then assign the location to a group.
• Activity form. Evaluators use this form to create a new activity and assign it to the currently selected group, to edit the activity's attributes, or to remove an activity.
• Activity Type form. Evaluators use this form to create activity types, which the evaluator can associate with activities when assigning them to groups, and to delete activity types.