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Working with the NISAT forms


Graphic of the main navigation for working on forms
Accessing the Forms
In order to access your forms, you will need to log in. You can find the log-in box at the top right corner of the homepage. (Pictured to the right in the blue box.) Log-in box


Once you log in, a forms menu will appear below the log-in box (As seen in the image on the far right.) From there you can access all of your forms as well as your user profile. Please be aware that you can also find navigation for the forms at the bottom of every page.

Please note that after more than 30 minutes of inactivity on the system, you will need to reauthenitacte your log-in.

 

 


The Forms Homepage
The Forms Homepage gives you a status report on all of your forms.

  • The first column provides you with the names of all the forms reporting sections.
  • The status column will tell you if the form has errors that need to be fixed, or if the form has been completed.
  • The column titled “Locked Status” shows whether or not the form is locked by another user. (Only one user from each program can enter data at one time.)
  • On your Forms Homepage you will also be able to see the date and time that your forms were last modified.
  • The Actions column will give you the option to enter the form to edit it, or to mark it complete. You will notice that if there are errors in the form, you do not have the option to mark the form complete.

Graphic displaying the Forms Homepage


Cell Markers
As you are working on your forms, you will notice that questions are labeled with cell markers. These cell markers will allow the system to help you find errors in your work.

Graphic displaying form cell markers


Terms and Definitions
Throughout the site, users will find rollover definitions for key terms. If you roll your mouse over the term, the rollover definition will pop up. If you click on the term, a new window will open to the glossary. Definitions can also be accessed through the glossary link at the top of each page.

Graphic of rollover definitions


Moving from page to page within the forms
Many of the forms are broken up into multiple pages. Near the bottom of each of those forms pages, you will find buttons that say “Previous page”, “Next Page” and a drop down box that will allow you to go to a particular page within that reporting section.

Graphic displaying form navigation buttons


Errors in your forms
The NISAT system will report any errors found in the forms at the top of each form page in a red box marked “Attention”.

Graphic of Error/Attention box

The error report will list cell marker numbers where you have missing, incorrect or invalid information. To fix your errors please go back to the question indicated. If you would like to continue working without first checking your errors you will need to click the link that reads “Ignore errors and continue”. This link can be found at the bottom of the error list. Once you click this, the system will then let you continue working. The list errors will appear each time you enter the system. You will not be able to mark a form complete until all of the errors in that form have been fixed.


Saving your forms
In the bottom right hand corner of each form page, there is a button marked “SAVE”. Please note that when you are moving from page to page within one form, the system will automatically save your work. If you are trying to leave the NISAT site or move on to another form, it is very important to make sure you save your work first.

Graphic displaying SAVE button


The system will automatically generate a pop-up message if you try to leave the form you are working on without saving it. This will only happen if you are trying to jump between forms, (i.e. – moving from the State Financing form to the Additional and Leveraged Funds form.) The message (pictured below) will read: “You have not saved this form yet. All the data you have entered will be lost. Press O.K. to continue, or press Cancel to stay on this page.” At that point you should press ‘Cancel’ and go back and save your work. Please note that when you are moving from page to page within one form, the system will automatically save your work.

Saving Error notification box


Marking your forms complete
In order to submit you data, when you are done working on a section of forms you will need to mark the form "complete". You will need to go to your Forms Homepage in order to mark your form complete. When all of your data has been entered and you have corrected all of the errors that have been indentified, you will then have the option to "complete". Once you have submitted your reporting data you will not be able to make any more changes to the form.

Marking your forms complete