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:
- Click the Permission Groups link under Setup on the Tools & Setup panel.
- Select the permission group or add a new group to which you will assign Forms functions.
- Go to the Global Permissions tab.
- Click the Edit button.
- From the drop-down, select Read/Write for the Form Design option.
- Click the Save button.
- Logoff/on the system or press the Refresh key (F5).
- 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.