Forms

The Asset Details > Energy tab > Forms sub-tab shows you all the calculation forms for external assessments and provides you a way to manage the forms.

The Forms sub-tab shows you a table listing all the forms created for the asset. The table can be sorted by selecting a column heading, by default the table is sorted by Form ID in descending order.

The table shows the following information:

• Form ID - unique identifier for the form.

• Created By - name of the user who created the form.

• Status - current status of the form:

  • Draft - the form is being prepared, and you can edit or delete it.

  • Submitted - the form has been sent for calculation. The form also becomes locked, and can no longer be edited or deleted.

  • Received Answer - the 3rd party system (SAVA) has returned the results for the submitted form.

• Sections Completed - number of sections completed out of 6.

• Transaction Type - type of transaction, taken from the form. This could be one of the following:

  • MarketedSale

  • NonMarketedSale

  • Rental

  • StockConditionSurvey

  • AssetmentForGreenDeal

  • FollowingGreenDeal

  • FitApplication

  • RhiApplication

  • EcoAssessment

  • None

• Date Created - date the form was created.

• Date Submitted - date the form was submitted.

• - select for the following options:

  • Edit - select to edit the form when at a status of Draft.

  • Submit - select to update the status to show the form has been submitted.

  • Delete - select to delete the form when at a status of Draft.

Related topics:

• Create Form