COMMONWEALTH OF PENNSYLVANIA

DEPARTMENT OF PUBLIC WELFARE

INFORMATION TECHNOLOGY PROCEDURE

Name Of Procedure: / Number:
Copying Outlook Forms to your Personal Folder / PRO-EASS015
Domain: / Category:
Application / DPW Quality Assurance / Enterprise Object Lib.
Date Issued: / Issued By:
04/05/2002 / DPW Bureau of Information Systems
Date Revised:
07/20/2010

General:

The Department of Public Welfare (DPW) uses the DPW Enterprise Object Library to store and manage new (and ultimately all), non-mainframe applications developed and maintained by DPW and DPW-contracted staff.

During an application development or maintenance project, the application development team stores and manages the application components and documentation in the object library. The team uses custom Microsoft Outlook forms to initiate some of the administrative activities necessary when working in the object library. Some of these activities are:

  • Submitting a SourceSafe New Application Requestform to establish an application directory in the object library at the beginning of an application development project.
  • Establishing access to the object library application for the project team members by submitting a SourceSafe Access Request form.
  • Submitting an Application Implementation Request(AIR) form to migrate to QA Production subproject in the object library, and to deploy the application in the production run-time environment. (See also, DPW Enterprise Object Library: Application Implementation Procedure.)

The purpose of this document is to provide instructions for loading the custom Outlook form templates into your personal folder in Outlook on your PC. This process should only need to be completed once. Once the forms are loaded on your PC they should remain there for future use.

This is the fourth of a series of documents on the DPW Enterprise Object Library located in the Human Resources (H-Net) Technical Standards and Policies Compliance Document.

Procedure:

Copying the Outlook Forms to Your Personal Folder

In order to get the best performance from the Outlook forms and to be sure they work properly, it is necessary to copy the Outlook form templates from the Internal forms directory to your Personal Folder library in Outlook. Following is the procedure:

  1. Open Outlook, and on the menu bar, click the Tools menu, then click Options.


The Options dialog box appears.

  1. Click the Other tab.

The Other tab page appears.

  1. Click Advanced Options.

The Advanced Options dialog box appears.


  1. Click Custom Forms.

The Custom Forms dialog box appears.



  1. Click Manage Forms.

The Manage Forms dialog box appears.

  1. Click Set, and navigate through the directory tree by selecting the following folders:
  • Public Folders
  • All Public folders
  • Agency Resources
  • Public Welfare
  • Internal Forms
  1. In the Forms Manager dialog box, select the following forms:
  • App Implementation Req-Forward
  • App Implementation Req-Reply
  • Application Implementation Request
  • SourceSafe Access Request
  • SourceSafe New Application Request
  1. Click Copy to copy the templates to your Personal Folder.

The five forms are copied to your Personal Folder in Outlook.

Refresh Schedule:

All procedures and referenced documentation identified in this document will be subject to review and possible revision annually or upon request by the DPW Information Technology Standards Team.

Procedure Revision Log:

Change Date / Version / Change Description / Author and Organization
04/05/2002 / 1.0 / Initial Creation / Dave Payne
06/05/2002 / 1.1 / Style Edited / Beverly Shultz
07/03/2002 / 1.2 / Small Updates / Dave Payne
07/05/2002 / 1.3 / Updated, Style Edited / Beverly Shultz
10/06/2004 / 1.3 / Reviewed / Frank Potemra
07/20/2010 / 1.4 / Reviewed, Style Edited / Richard Sage

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