In this Part 2 of the Contract Submission tutorial, we'll create a new contract submission, begin filling in the submission form, and learn how to navigate around the form effectively.
If you are not already logged into PEER, please log in now and use the main menu to return to the My Contract Submission view.
Now, click on the "New Submission" button in the upper left of the screen. You will be greeted with a notice asking you if you're sure you want to create a new "draft" contract submission. Click OK, and you should see a new row pop up on the bottom of the table of contract submissions. If this is your first submission, this new draft may be the only thing in your table.
Notice this is literally a blank submission. The only data we have at this point are the status, which is draft, and a creation date. Now we will proceed into the form and begin filling in the required information. Click on the ID number of the new submission (in the above case, the blue "37"), which will take you to Step 1 of the contract submission form.
Don't be intimidated that the menu says there are 8 steps to this form. It actually goes quickly, and is broken down into 8 steps to make navigating through the form more efficient.
Notice the areas of the form noted below: 1) The status bar, this color coded just like the legend, 2) The print friendly button, which will give you a one-page formatted layout of the entire 8-page form if you need to print a hardcopy, 3) the navigation menu, which allows you to bounce from any step in the form to any other step in the form, 4) the Save & Continue button, which will save any input and move you to the next step in the form, and the Clear Changes button, which returns the form to the last saved state, and 5) The Submission History box, which tells us who created this submission and several vital dates, plus who the last person was to edit the submission.
Let's test out the form for a moment. Go ahead and make selections for the first three drop down fields, and then enter a title. Normally, once you've entered all the information, you'd click Save & Continue to go to page 2. This time, however, instead of saving, click on the Step 2: Sponsor/Other Party link on the left hand navigation menu. If you have many any changes to the form from its original saved state, PEER will warn you that you're about to leave the current step, which will cause you to lose your changes. So click cancel and then click save & continue.
This is a good time to note that you do not have to fill in all, or even any of the fields on any particular step in order to move to any other step in the form. You may not have all your information in front of you when you first create the submission, so fill in what you have, save and then log out of PEER. You may log back in later and complete your submission. Once you are satisfied your submission is complete, PEER will check the submission for errors before you submit the form.
That concludes this part of the tutorial. In Part 3 we'll finish up the form data entry.