Office Web Forms - Life Cycle

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Life Cycle of an Office Web Forms Account

The structure of your Office Web Forms account is represented in the diagram below.
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Structure of an Office Web Forms Account

Open an Account choosing the Product that best suits your requirements

Define your Corporate Branding (look & feel) using or modifying existing Templates and set the Preferences for your Project

Create your Form(s) and Reports using simple 'Drag & Drop' functionality in our user-friendly interface

Publish your Forms/Reports via a number of means

Monitor/Export your Forms usage and data through your reports.
You can also make changes/improvements to your forms/reports during this period

Once you are ready to publish your project, your set-up and/or subscription payment becomes due.
Payment is also due when you renew your account

After opening your account, you have 30 days in which to complete your project (create your forms, reports, etc)

You choose the duration of your account. Either monthly, 3 months, 6 months or a year

Your account can be set to automatically renew on its anniversary, otherwise you will be offered the option to renew it 10 days before the end of your account period

If you decide not to renew your account, you will be allowed 30 days after the expiration of your account to download all the data gathered.
During this period, you can opt to renew your account without any penalties

If you decide to renew your account (automatically or manually), your acount will continue for the new contract period

Your account contains one or more projects.
The limitations of these projects are defined by your account type.

A project contains one data request form and multiple update forms (where applicable) and multiple reports.
The preferences and branding for your forms and reports are defined within the project to maintain uniformity.
Users are defined for an account, but their priviledges are defined within each project.

Data capture forms are your primary source for gathering information from your users.
Data capture forms can be completed by defined or anonymous users.

Each data capture form has its own defined workflow, i.e. you decide on the user(s) experience and background actions after your user completes your data capture form.

Where applicable, each data capture form can have one or more update forms.
These can be used to update the information provided by your user or add additional data.
Update forms can only be completed by defined/logged-in users.

Each update form has its own defined workflow, i.e. you decide on the background actions after your user(s) complete the update form.

Reports can present data either graphically or in tabular format based on the information provided through data capture or update forms (where applicable).
Reports can be viewed by defined/logged-in users or you can publish them for anonymous access if required.

When defining the workflow for your forms, you can have the information captured/updated automatically e-mailed to a number of e-mail accounts.

When publishing your project, you can define whether anonymous users can have access to your data capture forms and/or reports.
You can also automatically send e-mails to anonymous users as part of your forms workflow if you provide an e-mail address field on your form.

Life Cycle
The Life Cycle of your Office Web Forms account is represented in the diagram below.