Run a Recipient CPI List for Forms Due

Centers will need to generate two lists using the FormsNet3SM Center Forms Due tool, one to look for critical forms that are due in the current trimester and a second to look for all forms with due dates in the previous CPI trimester. Instructions are included below for both lists.

Critical Forms by Due Date

  1. Select the critical forms from the list:
    1. Click the Unselect All icon (empty box with yellow star) to clear the default selections
    2. Select the Critical Forms from the list (F2006, F2400, F2402, F2814)
  2. Select the “incomplete” Status Codes:
    1. Click the box with the red exclamation point above the box of status codes
    2. Unselect QRY (Query) status (Queries are tracked differently)
  3. Select the CPI Period:
    1. Your center’s location (US or Non-US) should be selected by default
    2. Select Due Now. The start and end date will populate with the dates for the Current Trimester.
  4. (Optional): Filter by Donor/Infusion Type
    1. If nothing is selected, the search will ignore these fields.
  5. Click Search
  6. Additional filters and sorting can be applied to the result set if desired. Reference Center Forms Due for instructions on customizing the results grid.
  7. Export to Excel, if desired, by clicking the button in the top left of the results set.

Forms with Due Dates in the Previous Trimester

  1. Select CPI Forms:
    1. Click the box with the red exclamation point above the box of forms
  2. Select the “incomplete” Status Codes:
    1. Click the box with the red exclamation point above the box of status codes
    2. Unselect QRY (Query) status (Queries are tracked differently)
  3. Select the CPI Period:
    1. Your center’s location (US or Non-US) should be selected by default.
    2. Select Due in Previous Period. Start and End date will populate with the dates for the Previous Trimester.
  4. (Optional): Filter by Donor/Infusion Type
    1. If nothing is selected, search will ignore these fields.
  5. Click Search * system defaults to Due date with past due dates showing at the top
  6. Additional filters and sorting can be applied to the result set if desired. Reference Center Forms Due for instructions on customizing the results grid.
  7. Export to Excel, if desired, by clicking the button in the top left of the results set.

All CPI forms and all time points that are due

  1. Select CPI Forms:
    1. Click the box with the red exclamation point above the box of forms
  2. Select the “incomplete” Status Codes:
    1. Click the box with the red exclamation point above the box of status codes
    2. Unselect QRY (Query) status (Queries are tracked differently)
  3. Select the CPI Period:
    1. Your center’s location (US or Non-US) should be selected by default.
    2. Select the blank field in the CPI Period drop down menu. Start and End dates will remain blank.
  4. (Optional): Filter by Donor/Infusion Type
    1. If nothing is selected, search will ignore these fields and generate all infusion types.
  5. Click Search (System defaults to Due date with past due dates showing at the top)
  6. Additional filters and sorting can be applied to the result set if desired. Reference Center Forms Due for instructions on customizing the results grid.
  7. Export to Excel, if desired, by clicking the button in the top left of the results set.

Additional Resources:
CPI Forms and Due Dates
CPI Standards

Last modified: Nov 01, 2021