# Presentation: 542895

## InfoPath User’s Guide(New for the Draft FY 2008 Exh. 300)

- InfoPath User’s Guide(New for the Draft FY 2008 Exh. 300)

## MS InfoPath can be used to complete an Exh. 300 before it is loaded into WorkLenz

**WorkLenz**

- MS InfoPath

- Direct entry into WorkLenz

## Step 1a: Accessing Microsoft InfoPath

- Navigate to InfoPath from the Start Menu

## Step 1b: Accessing Microsoft InfoPath

- Open InfoPath to begin the wizard

- Select ‘Open’ from the ‘Open a Form’ menu to retrieve the Exhibit 300 Form.

## Step 2: Loading the Exhibit 300 Form

- Select the correct form in InfoPath

- Browse to the location of the **FY08 Exh 300 template 5_1_06.xsn** file and load it into InfoPath.

## Step 3: Fill Out the Exhibit 300 Form

- Provide answers to the questions in the Exhibit 300

- At a minimum, you must answer each question with a red asterisk in the field or a red dashed border around it.

## Step 4: Save the form

- Due to underlying XML schema errors, it will probably not be possible to fully validate the form
- You will have to address some validation issues later after the Exh. 300 has been put in WorkLenz

- Save the form even if you get this validation error.

## Step 5: Prepare XML for Import

-  Save the XML file to your desktop
-  Email the XML to _[pmousda](mailto:pmousda@metier.com)__[@](mailto:pmousda@metier.com)__[metier](mailto:pmousda@metier.com)__[.com](mailto:pmousda@metier.com)_
-  Type “(Project Name) FY08 E300 InfoPath generated XML for WorkLenz import” as the subject of the email

## Step 6: XML Import

- The USDA PMO will import the XML file.  The length of time that it will take to do so will depend on:
- The volume of submissions for import,
- The timing of the submission relative to Metier’s Exh 300 development work, and
- Whether OMB has released a new version of the XML schema or not.
- You will be notified via email when your Exhibit 300 has been imported into WorkLenz

**Note: We do not currently anticipate being able to import InfoPath files into WorkLenz until after June 1, 2006.**

## Step 7: View WorkLenz Exhibit 300

- Once imported, InfoPath-created Exhibit 300 answers will be visible in WorkLenz

## Step 8: Update the Exh. 300 in WorkLenz

- The imported InfoPath data for WorkLenz answered fields will be *overwritten *with the WorkLenz generated data for those fields every time the assessment is refreshed*
- Ensure that all WorkLenz answered fields in the Exhibit 300 are populated with the correct values by answering those questions in the appropriate area of WorkLenz
*** ** A complete listing of the questions in the Exhibit 300 answered by WorkLenz can be found in the Appendix to this document

## Step 9: Finalize Exhibit 300

- Review and Validate the Exhibit 300 to ensure that the document is ready for submission

- Once final answers have been entered into WorkLenz, select ‘Validate’ from the ‘Tools’ menu to ensure that the Exhibit 300 is valid for submission to OMB.

## Appendix A: Fields Answered by WorkLenz in the Exhibit 300

- 2. **Agency** – Cannot be edited
- 3. **Bureau** – Cannot be edited
- 8. **Name of Investment** – Edit through the Life Cycle Costs Assessment
- 9. **Unique Project (Investment) Identifier** – Edit through the Life Cycle Costs Assessment
- 26. **Summary of Spending for Project (Investment) Stages (to include added FTE numbers)** – Edit through the Life Cycle Costs Assessment