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Adding Forms Permissions to a Permission Group

To design forms, you must be assigned Read/Write permission to access the Forms option in the Location Permission tab of the Permission Group Details page. The following permissions are available:

  • None. eForms module link does not display on the Main Menu side panel.
  • Read Only. Forms display but without Add/Delete tabs.
  • Read/Write. Provides the ability to create and modify individual forms.
  • Admin. Provides the ability to delete a packet, open a closed packet, unlock a packet, edit a packet during the workflow, and change workflow activity due dates and recipients.

These permissions can be assigned to individual locations.

NOTE: Individuals who do not have access to forms can enter form information via issued activities; however, they would not be able to initiate a form.

To add Forms permissions to a permission group:

  1. Click the Permission Groups link under Setup on the Tools & Setup  panel.
  2. Select the permission group or add a new group to which you will assign Forms functions.
  3. Go to the Global Permissions tab.
  4. Click the Edit button.
  5. From the drop-down, select Read/Write for the Form Design option.
  6. Click the Save button.
  7. Logoff/on the system or press the Refresh key (F5).
  8. Admin permissions are required to reopen a closed packet or to manually close a packet.

After adding form permissions, eForm Design should now be listed under Tools & Setup, Forms And Workflow Design on the Main Menu side panel.

For detailed information about assigning permissions, refer to Permission Groups.

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