Forms

Forms are intuitive data management screens which provide a simple means to create and manage data capture and review. Your teams may create common forms, document processes, and establish business cases directly within ProSight to easily replicate the paper and Web forms you use today. You’ll get faster data collection and more intuitive information retrieval across departments and systems without the hassle and learning curve.
                                         
Forms are completely configurable to ensure you have an easy-to-use way to enter portfolio data.  You’ll use prompts (labels), annotations, and drop-down lists to provide clarity and instruction to aid in data entry.  Group together related information on the Form to make the data entry process logical. 

Forms serve other purposes for the organization as well. For example, in addition to data entry of investment information, use forms to publish status reports, track expenses, or create check lists. Easily design forms that look exactly like the data entry screens and documents you use today, allowing for an easy transition to ProSight for your users.  Unlike Scorecards and Investor Maps, which display multiple investments along with a few categories of information, Forms focus on a single investment and allow for displaying and updating many categories at a time.

Because Forms are essential to evaluating individual investments, ProSight provides drill-down capability to Forms from other views.  For example, if an Investor Map shows a red health indicator for an investment, drill down to show the Form with complete investment details and to update the health status. Forms also enable you to enter and organize all of the information regarding the business activities of your company.

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