Updating Form Data

InfoPath s forms can be designed to record the data needed for entire business process, such as processing payroll. An employee can complete a time card form, which is later updated by payroll personnel and approved by management.

Updating InfoPath forms is just as easy as completing one in the first place ”simply open the form and edit!

In this exercise, you will update an employee s time card with payroll information.

USE the TimeCard form in the practice file folder for this topic. This practice file is located in the  My Documents\Microsoft Press\Office 2003 SBS\InfoForms folder and can also be accessed byclicking Start/All Programs/Microsoft Press/Microsoft Office System 2003 Step by Step .

  1. In the Fill Out a Form task pane, in the Open a form area, click On My Computer .

    The Open dialog box appears.

    click to expand
  2. Browse to the  My Documents\Microsoft Press\Office 2003 SBS\InfoForms folder, click TimeCard , and then click Open .

    InfoPath opens the time card for David Ortiz.

    click to expand
  3. In the ID Number box, type 5536 .

  4. Below the Attendance Reporting section, click the arrow to insert the Payroll Information section .

    The Payroll Information section is inserted into the form.

    click to expand
  5. Click the down arrow to the right of the Currency box, and click USD($) .

    The Amount column is formatted to accept entries in U.S. dollars.

  6. In the Regular Pay box, type 400 .

  7. Press [TAB] three times, and in the FICA box, type 20 .

  8. Press [TAB] once, and in the Social Security box, type 28 .

  9. Press [TAB] once, and in the Medicare box, type 2 .

    InfoPath adds the decimal point and two decimal places to your entries to indicate that they are dollar amounts.

  10. On the Standard toolbar, click Save.

    InfoPath saves the changes to the form. The person doing payroll for The Garden Company could now print the form to be signed and filed as a record of David Ortiz s pay for the week. A copy of the form could then be included with David s paycheck.

CLOSE the Timecard form.

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Digital Signatures

InfoPath supports digital signatures , in the form of digital certificates. You can get digital certificates from a commercial certification authority, such as VeriSign, Inc., or from your system or security administrator. You can also create your own certificate using a tool supplied with Windows, but these certificates are considered less secure than those requested from a third-party authority or provided by your system administrator. See InfoPath Help for more information on requesting digital certificates.

To digitally sign a form or to view the certificates of those who have already digitally signed the form:

  1. Open the form.

  2. On the Tools menu, click Digital Signatures.

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Microsoft Office 2003 Step by Step
MicrosoftВ® Office ExcelВ® 2003 Step by Step (Step By Step (Microsoft))
ISBN: 0735615187
EAN: 2147483647
Year: 2005
Pages: 350
Authors: Curtis Frye

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