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Ames Electronic Forms System General Information


Why Use Electronic Forms?

The following table demonstrates why electronic forms have replaced paper forms at Ames Research Center:

Criteria Paper Forms Electronic Forms
Cost - Costs include form creation, printing, and warehousing. - No printing or warehousing costs
Version control - Normally, you don't know if you're using the latest version of a form. There's no easy way to eliminate outdated copies of forms once they've been issued. - Current version is always available. When you open a form that has been updated, you're notified and given the option of using the new version.
Filling out forms - You have to catch your own errors and omissions.

- If you make errors or omit information, the recipient may return the form to you and ask you to resubmit it.

- Entries are often validated to improve accuracy.

- You can make corrections easily.

- You can duplicate the data from a form you filled out previously and use it to fill out a new copy of the form.

Submitting forms - Forms are routed via interoffice mail or a fax machine. - Forms are routed using e-mail.
Storing form data - The only way to store form data is to make photocopies of forms. That means more paper to keep organized. - You can store the data from forms you've submitted on your workstation.
Retrieving form - If you've made photocopies of all of the forms you've submitted and received, you can search through the photocopies to find what you're looking for. - You can create online reports containing information from the forms you submitted or received.
Accessing forms - You have to hope a copy of the form you want to use is available. There's no guarantee the supply of it hasn't been used up. - You can download and launch forms from a Web site.

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What Forms are Available in AEFS?

AEFS has all of the most commonly used ARC forms, as well as a few other miscellaneous forms. These forms appear on the AEFS Form List, which you can access from the AEFS Home Page.

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What Software Comprises AEFS?

AEFS relies on commercial software packages to provide electronic forms capabilities.

  • Informed Filler - Filler is the main software tool and the one that AEFS users interact with most. This software package provides the interface for filling out, submitting, archiving, and tracking electronic forms. Electronic forms are created in a format that Filler can display on your screen.
  • Eudora - Filler, in turn, relies on Eudora as the service for routing forms to recipients.
  • Electronic signature software - In the future, electronic signature software will be available to sign forms electronically. (Currently, electronic signature software is in pilot testing. It is expected to be available in late Spring of 1997.)
  • KeyAccess - Informed Filler is a KeyServed application and each user must be connected to the Ames KeyServer to launch the application. This is the same KeyServer used to distribute copies of Microsoft products.

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What's New in Informed Filler 2.0?

Informed Filler 2.0 builds on the useful features provided in Informed Manager 1.4, which was the predecessor to Filler. The new features in Filler include the following:

General Improvements

  • PC version - Filler is available in both PC and Macintosh versions. The PC version of works identically to the Macintosh version and has the same user interface. More importantly, Filler is a true cross-platform application, meaning that PC users can open forms sent from Macintosh users and vice versa.
  • Separation of form data from the form template - In previous versions of Informed, the template (i.e., input blanks, check boxes, and other form elements) and the data entered were kept together. Now the data and template are kept in separate files. The data file has the extension .IFM and the template file has the extension .ITP. To use a form, you need to have both a data file and its related template file on your hard disk.
  • Ability to download forms from the Web - The new version of Informed allows different methods for distributing forms. AEFS provides a Form List on the Web that lets you download forms to your workstation with just a mouse click. Previously, you had to connect to a server and manually copy forms to your workstation. The AEFS Form List provides a far easier way to obtain forms.

New Features Available for All Forms

  • Attachments - You can attach files to form records. For example, you could attach a manuscript to a Printing/Quick Copy Work Order (ARC 388) and send both to Reproduction Services. To attach a file to a form, choose File->Attach….
  • Memorize feature - This feature is a time-saver. It lets you assign a value to a field and have it automatically inserted when you open another instance of the form. For example, you could memorize your name for the Requester field on the Printing/Quick Copy Work Order (ARC 388). Then, every time you open a new instance of the form, your name would automatically appear in the Requester field. To memorize the value for a cell, enter the value in the cell and choose Cell->Memorize.
  • Spell-checking - This feature is especially useful for forms that require you to enter paragraphs of text. Choose Edit->Spelling to start spell-checking.
  • Ability to save Record List report formats - The Record List feature is a mini-report generator for listing information from form records. It's available by choosing Window->Show Record List. What's new is that now you can save the format of reports and use them again. The format includes the columns chosen and whether totals are displayed. To save the format for the Record List report, choose List->Formats->Save Formats….
  • Record tags - This feature is used with the Record List feature. It's used to identify and select a subset of the records for a form. For example, you could assign a record tag to all Service Requests related to a particular chargeback service. Once you've assigned a record tag to these records, you could omit the other records from the Record List and choose to see totals for just these records. To assign record tags, choose Database->Tags->Tag Records….
  • Set Value feature - This feature lets you assign a value to a cell. Mostly, it's useful for assigning a value to all cells in the column of a table. For example, on a Service Request (ARC 73) you could use the Set Value feature to automatically enter 1 for each cell in the Quantity column. To set a value for a cell, choose Cell->Set Value….

New Features Available in Some Forms

  • Scrolling through rows in tables - With the new version, you're not limited to the number of rows in a table. For example, if you fill up all the lines displayed on a Service Request, you can add more lines by pressing the Tab key. Then, you can use the scroll bar that's next to the table to scroll through the lines.
  • Expanding rows in tables - Filler lets you enter carriage returns to start new lines in a cell. It also has word-wrap.
  • Ability to edit choice lists - For cells that have predefined choices, you can add more choices. For example, if the choice list for an Org Code cell on a form doesn't list your organization code, you can add your org to the list. To add choices to a choice list, choose Cell->Extra Choices….