Adding Associated Forms

Some forms require you to associate them with custom values, such as audit areas, specialists, service organizations, and other items. Forms require an association when you need to have more than one instance of a particular Engagement Knowledge Coach form in your engagement for each type of item to which the form is related. Making this association allows Engagement Knowledge Coach information to flow properly between forms.

Depending on the title, refer to the KCO-001 for a list of forms for the appropriate title.

To insert a form that requires an association, do the following:

1. Insert and open form KCO-001. The associated form name and description, along with information on what data is required prior to inserting the form, displays. For example, to insert a custom audit program, you must first set up a new custom audit area.
2. Go to the Add KC Forms page and select the associated form you want to add. The association name displays in parentheses at the end of the form name.

   Note: If you have not completed sections in other forms that store the custom values, or if you have filled out the required information but have not clicked the Submit All Change button, the associated form will not appear in the list of forms to add.

3. Click Finish.