{"id":1631,"date":"2023-03-12T16:57:20","date_gmt":"2023-03-12T16:57:20","guid":{"rendered":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/?page_id=1631"},"modified":"2025-04-28T13:43:04","modified_gmt":"2025-04-28T13:43:04","slug":"workflow-functions","status":"publish","type":"page","link":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-functions\/","title":{"rendered":"Workflow Functions"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-1631\" data-postid=\"1631\" class=\"themify_builder_content themify_builder_content-1631 themify_builder tf_clear\">\n    \t\t\t<!-- module_row -->\n\t<div  data-css_id=\"qumm426\" data-lazy=\"1\" class=\"module_row themify_builder_row fullwidth tb_qumm426 tb_first tf_w tf_clearfix\">\n\t    \t\t\t<div class=\"row_inner col_align_top tb_col_count_2 tf_box tf_rel\">\n\t\t            <div  data-lazy=\"1\" class=\"module_column tb-column 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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/\">Finding Documents That Are Being Reviewed<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3970'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-filter-search\/\">Searching Review Status Using the Filter Search<\/a> <\/li>\n<li id='menu-item-3972'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-drill-down-search\/\">Searching Review Status Using the Drill-Down Search<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1464'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/\">Accepting Reviewer Changes to a Document<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3977'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/\">Initiating the Signoff Process<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3983'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/sending-standalone-signature-activities\/\">Sending Standalone Signature Activities<\/a> <\/li>\n<li id='menu-item-3985'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/signing-off-on-a-document-revision\/\">Signing off on a Document Revision<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1462'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/publishing-the-document-revision\/\">Publishing the Document Revision<\/a> <\/li>\n<li id='menu-item-1461'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-1460'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/\">Additional Document Review Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3987'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/viewing-and-managing-all-activities\/\">Viewing and Managing All Activities<\/a> <\/li>\n<li id='menu-item-3990'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/deleting-reassigning-or-changing-activity-due-dates\/\">Deleting, Reassigning, or Changing Activity Due Dates<\/a> <\/li>\n<li id='menu-item-3992'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/quick-routing-for-document-revision\/\">Quick Routing for Document Revision<\/a> <\/li>\n<li id='menu-item-3994'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/taking-over-a-review-group\/\">Taking Over a Review Group<\/a> <\/li>\n<li id='menu-item-3996'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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Linking Word Documents<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1459'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/\">Additional Document Review Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4002'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/\">Document Movement During the Review Process: Native Format<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4010'  class=\"menu-item menu-item-type-post_type 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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/auto-notification-of-overdue-activities\/\">Auto-Notification of Overdue Activities<\/a> <\/li>\n<li id='menu-item-4008'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/possible-errors-during-checkout\/\">Possible Errors During Checkout<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1481'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/\">Training Center<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1484'  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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notification-for-an-individual-user\/\">Sending Training Notification for an Individual User<\/a> <\/li>\n<li id='menu-item-3876'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notices-for-an-individual-document\/\">Sending Training Notices for an Individual Document<\/a> <\/li>\n<li id='menu-item-3878'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-standalone-quiz-activities\/\">Sending Standalone Quiz Activities<\/a> <\/li>\n<li id='menu-item-3879'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/how-training-requirements-are-sent-to-managers\/\">How Training Requirements Are Sent to Managers<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3881'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/\">Monitoring Training Status<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/monitoring-electronic-signatures\/\">Monitoring Electronic Signatures<\/a> <\/li>\n<li id='menu-item-3885'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/\">Deviation Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3886'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-notification-options-for-training-deviation-reports\/\">Training Notification Options for Training Deviation Reports<\/a> <\/li>\n<li id='menu-item-3888'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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id='menu-item-3894'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-location-and-document-using-job-planning\/\">Training Deviation by Location and Document Using Job Planning<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3895'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/\">Cycle Notification Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3897'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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Training<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3900'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/\">Additional Training Coordination Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3902'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-users-to-schedule-their-own-training\/\">Allowing Users to Schedule Their Own Training<\/a> <\/li>\n<li id='menu-item-3904'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-department-managers-to-complete-user-activities\/\">Allowing Department Managers to Complete User Activities<\/a> <\/li>\n<li id='menu-item-3905'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/\">Entering Training Records Manually<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3907'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/entering-training-records-from-the-training-tab-of-the-user-detail-page\/\">Entering Training Records from the Training Tab of the User Detail Page<\/a> <\/li>\n<li id='menu-item-3909'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/manually-entering-or-deleting-training-records-from-the-manage-training-records-menu-option\/\">Manually Entering or Deleting Training Records from the Manage Training Records Menu Option<\/a> <\/li>\n<li id='menu-item-3911'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/deleting-training-records-using-the-delete-training-records-tab\/\">Deleting Training Records Using the Delete Training Records Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3913'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/overriding-document-training-type-default-based-on-job-assignment\/\">Overriding Document Training Type Default Based on Job Assignment<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1483'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/\">Manager Sign-Off on Training Activities<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3915'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/trainee-preview-and-manager-sign-off-on-training\/\">Trainee Preview and Manager Sign-Off on Training<\/a> <\/li>\n<li id='menu-item-3916'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-employees\/\">Signing Off by Selecting a Group of Employees<\/a> <\/li>\n<li id='menu-item-4237'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-documents-for-an-employee\/\">Signing Off by Selecting a Group of Documents for an Employee<\/a> <\/li>\n<li id='menu-item-3919'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-on-a-group-of-activities-using-the-activity-search\/\">Signing Off on a Group of Activities Using the Activity Search<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1482'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/\">Creating and Managing Quizzes<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3924'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-overview\/\">Quiz Overview<\/a> <\/li>\n<li id='menu-item-3922'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/definitions-and-icon-descriptions\/\">Definitions and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-3926'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/permission-setting-for-the-quiz-module\/\">Permission Setting for the Quiz Module<\/a> <\/li>\n<li id='menu-item-3927'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-module-parameter-settings-in-application-options\/\">Quiz Module Parameter Settings in Application Options<\/a> <\/li>\n<li id='menu-item-3929'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/creating-the-master-question-list\/\">Creating the Master Question List<\/a> <\/li>\n<li id='menu-item-3931'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/inactivating-a-question\/\">Inactivating a Question<\/a> <\/li>\n<li id='menu-item-3933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-the-master-question-list\/\">Viewing the Master Question List<\/a> <\/li>\n<li id='menu-item-3827'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/adding-a-quiz\/\">Adding a Quiz<\/a> <\/li>\n<li id='menu-item-3935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-a-quiz\/\">Viewing a Quiz<\/a> <\/li>\n<li id='menu-item-3937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/taking-a-quiz\/\">Taking a Quiz<\/a> <\/li>\n<li id='menu-item-3939'  class=\"menu-item 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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/reviewer-workflow-tasks\/\">Reviewer Workflow Tasks<\/a> <\/li>\n<li id='menu-item-3947'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/user-training-activity\/\">User Training Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3949'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/check-list-for-implementing-the-quiz-module\/\">Check List for Implementing the Quiz Module<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1505'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/\">Change Control<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1514'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/change-control-terms\/\">Change Control Terms<\/a> <\/li>\n<li id='menu-item-1513'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/important-characteristics-of-a-change-order-packet\/\">Important Characteristics of a Change Order Packet<\/a> <\/li>\n<li id='menu-item-1512'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-a-change-order\/\">Adding a Change Order<\/a> <\/li>\n<li id='menu-item-1511'  class=\"menu-item 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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/signature-stage\/\">Signature Stage<\/a> <\/li>\n<li id='menu-item-3862'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/publishing-the-change-order-documents\/\">Publishing the Change Order Documents<\/a> <\/li>\n<li id='menu-item-3864'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/summary-of-what-happens-during-move-to-current\/\">Summary of What Happens During Move to Current<\/a> <\/li>\n<li id='menu-item-3866'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/completing-and-closing-the-change-order\/\">Completing and Closing the Change Order<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1510'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/deleting-a-change-order\/\">Deleting a Change Order<\/a> <\/li>\n<li id='menu-item-1509'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/searching-for-a-change-order\/\">Searching for a Change Order<\/a> <\/li>\n<li id='menu-item-1508'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/\">Canceling a Change Order Phase<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-6151'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-the-pre-review-phase\/\">Canceling the Pre-Review Phase<\/a> <\/li>\n<li id='menu-item-6149'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-formal-review-or-signature-phase\/\">Canceling Formal Review or Signature Phase<\/a> <\/li>\n<li id='menu-item-6147'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/starting-over-with-the-review-process\/\">Starting Over with the Review Process<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1507'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-or-deleting-documents\/\">Adding or Deleting Documents<\/a> <\/li>\n<li id='menu-item-1506'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/document-redlining\/\">Document Redlining<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1533'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/\">eForms<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1541'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/eform-terms-and-icon-descriptions\/\">eForm Terms and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-1540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-and-editing-a-form-design\/\">Adding and Editing a Form Design<\/a> <\/li>\n<li id='menu-item-1539'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-permissions-for-manual-forms\/\">Adding Form Permissions for Manual Forms<\/a> <\/li>\n<li id='menu-item-1538'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/locking-and-unlocking-a-form\/\">Locking and Unlocking a Form<\/a> <\/li>\n<li id='menu-item-1537'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/editing-the-packet-number\/\">Editing the Packet Number<\/a> <\/li>\n<li id='menu-item-1534'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/\">Adding a Field<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1536'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/form-field-definitions\/\">Form Field Definitions<\/a> <\/li>\n<li id='menu-item-1535'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/\">Field Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4023'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-2000\/\">Free Form Text Box (2000)<\/a> <\/li>\n<li id='menu-item-4025'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-unlimited\/\">Free Form Text Box (Unlimited)<\/a> <\/li>\n<li id='menu-item-4027'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-2000\/\">Free Form Text Editor (2000)<\/a> <\/li>\n<li id='menu-item-4029'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-unlimited\/\">Free Form Text Editor (Unlimited)<\/a> <\/li>\n<li id='menu-item-4031'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/object-list-multiple\/\">Object List (Multiple)<\/a> <\/li>\n<li id='menu-item-4049'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/file-attachments\/\">File Attachments<\/a> <\/li>\n<li id='menu-item-4051'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/signature\/\">Signature<\/a> <\/li>\n<li id='menu-item-4053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/auto-close-packet-when-completed-manual-forms\/\">Auto-Close Packet When Completed (Manual Forms)<\/a> <\/li>\n<li id='menu-item-4055'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/show-preview-for-form-design\/\">Show Preview for Form Design<\/a> <\/li>\n<li id='menu-item-4057'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/opening-packet-information\/\">Opening Packet Information<\/a> <\/li>\n<li id='menu-item-4059'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters-box\/\">Field Parameters Box<\/a> <\/li>\n<li id='menu-item-4061'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters\/\">Field Parameters<\/a> <\/li>\n<li id='menu-item-4063'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameter-examples\/\">Field Parameter Examples<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4065'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-facilities\/\">Adding Facilities<\/a> <\/li>\n<li id='menu-item-4066'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-facilities\/\">Deleting Facilities<\/a> <\/li>\n<li id='menu-item-4068'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activity-categories\/\">Adding Activity Categories<\/a> <\/li>\n<li id='menu-item-4070'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities\/\">Adding Activities<\/a> <\/li>\n<li id='menu-item-1562'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities-to-the-form-manual-form-only\/\">Adding Activities to the Form (Manual Form Only)<\/a> <\/li>\n<li id='menu-item-1561'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-help-text\/\">Adding Help Text<\/a> <\/li>\n<li id='menu-item-1560'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-design-reports\/\">Form Design Reports<\/a> <\/li>\n<li id='menu-item-1559'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/\">Form Templates<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1558'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/designing-a-form-template\/\">Designing a Form Template<\/a> <\/li>\n<li id='menu-item-1557'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/adding-the-template-to-the-form\/\">Adding the Template to the Form<\/a> <\/li>\n<li id='menu-item-1556'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/editing-the-template\/\">Editing the Template<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4208'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/multi-level-lists\/\">Multi-Level Lists<\/a> <\/li>\n<li id='menu-item-4213'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/value-map-lists\/\">Value Map Lists<\/a> <\/li>\n<li id='menu-item-1607'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-and-inactivating-a-field\/\">Deleting and Inactivating a Field<\/a> <\/li>\n<li id='menu-item-3831'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-data\/\">Adding Form Data<\/a> <\/li>\n<li id='menu-item-4218'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-form-data\/\">Deleting Form Data<\/a> <\/li>\n<li id='menu-item-4225'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/viewing-form-data\/\">Viewing Form Data<\/a> <\/li>\n<li id='menu-item-4232'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/setting-up-competency-assessments\/\">Setting up Competency Assessments<\/a> <\/li>\n<li id='menu-item-1608'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-form-displaying\/\">Limit Form Displaying<\/a> <\/li>\n<li id='menu-item-1609'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-access-to-the-add-button\/\">Limit Access to the Add Button<\/a> <\/li>\n<li id='menu-item-1610'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/forms-extractor\/\">Forms Extractor<\/a> <\/li>\n<li id='menu-item-1611'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/closing-a-packet\/\">Closing a Packet<\/a> <\/li>\n<li id='menu-item-1612'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/using-form-information\/\">Using Form Information<\/a> <\/li>\n<li id='menu-item-1613'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/searching-for-form-information\/\">Searching for Form Information<\/a> <\/li>\n<li id='menu-item-1614'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/linking-forms-together\/\">Linking Forms Together<\/a> <\/li>\n<li id='menu-item-1615'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/opening-a-closed-packet\/\">Opening a Closed Packet<\/a> <\/li>\n<li id='menu-item-1616'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1617'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/\">Length of Time Dashboards<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3824'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-3821'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1618'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n<li id='menu-item-1619'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-an-individual-child-packet-for-each-sub-form-recipient\/\">Launching an Individual Child Packet for Each Sub Form Recipient<\/a> <\/li>\n<li id='menu-item-1620'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/reassigning-or-canceling-a-packet-connected-to-a-workflow\/\">Reassigning or Canceling a Packet Connected to a Workflow<\/a> <\/li>\n<li id='menu-item-1621'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/\">Launching a Change Order from a Form Packet<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1626'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-create-change-order-step-command-parameters\/\">Workflow Create Change Order Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1625'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-display-special-page-step-command-parameters\/\">Workflow Display Special Page Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1624'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/launching-a-change-order-from-a-form-packet-procedure\/\">Launching a Change Order from a Form Packet Procedure<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1622'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/checklist-for-implementing-online-forms\/\">Checklist for Implementing Online Forms<\/a> <\/li>\n<li id='menu-item-1623'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/\">Designing Form Groups and Workflows<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1661'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-forms-permissions-to-a-permission-group\/\">Adding Forms Permissions to a Permission Group<\/a> <\/li>\n<li id='menu-item-1662'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-and-editing-a-form-group\/\">Adding and Editing a Form Group<\/a> <\/li>\n<li id='menu-item-1663'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-functions\/\">Workflow Functions<\/a> <\/li>\n<li id='menu-item-1664'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-icon-definitions\/\">Workflow Icon Definitions<\/a> <\/li>\n<li id='menu-item-1665'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/form-packet-button-definition\/\">Form Packet Button Definition<\/a> <\/li>\n<li id='menu-item-1666'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/\">Creating a Workflow<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-1667'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/sample-workflow-definition\/\">Sample Workflow Definition<\/a> <\/li>\n<li id='menu-item-1668'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/selecting-individual-recipients\/\">Selecting Individual Recipients<\/a> <\/li>\n<li id='menu-item-1669'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/activities-workflow-status-page\/\">Activities\/Workflow Status Page<\/a> <\/li>\n<li id='menu-item-1670'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/manual-workflow\/\">Manual Workflow<\/a> <\/li>\n<li id='menu-item-1679'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/workflow-status-page-for-automatic-workflow\/\">Workflow Status Page for Automatic Workflow<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1678'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/audit-trail-page\/\">Audit Trail Page<\/a> <\/li>\n<li id='menu-item-1672'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-work-groups\/\">Adding Work Groups<\/a> <\/li>\n<li id='menu-item-1673'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/settings-packet-id-and-description-patterns\/\">Settings Packet ID and Description Patterns<\/a> <\/li>\n<li id='menu-item-1674'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-reports\/\">Workflow Reports<\/a> <\/li>\n<li id='menu-item-1675'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/sample-sub-form-settings\/\">Sample Sub-Form Settings<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1682'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/\">Reports &amp; Dashboards<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1685'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/my-tms\/\">My TMS<\/a> <\/li>\n<li id='menu-item-1694'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/\">Document Control<\/a> <\/li>\n<li id='menu-item-1693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/training-center\/\">Training Center<\/a> <\/li>\n<li id='menu-item-1692'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/change-control\/\">Change Control<\/a> <\/li>\n<li id='menu-item-1703'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/\">eForms<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1715'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/viewing-forms-data\/\">Viewing Forms Data<\/a> <\/li>\n<li id='menu-item-1714'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1713'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n<li id='menu-item-1712'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1702'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/\">Reports<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1738'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/summary-of-available-reports\/\">Summary of Available Reports<\/a> <\/li>\n<li id='menu-item-1737'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-search\/\">Activity Search<\/a> <\/li>\n<li id='menu-item-1736'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-due-date-edit\/\">Activity Due Date Edit<\/a> <\/li>\n<li id='menu-item-1735'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/training-search\/\">Training Search<\/a> <\/li>\n<li id='menu-item-1734'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/signature-search\/\">Signature Search<\/a> <\/li>\n<li id='menu-item-1733'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-dashboards\/\">Activity Dashboards<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1701'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/custom-reports-and-data-integration\/\">Custom Reports and Data Integration<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-4243'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/\">Tools &#038; Setup<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-4401'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/\">Documents and Training<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-4451'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/\">Review Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4485'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/adding-a-new-review-group\/\">Adding a New Review Group<\/a> <\/li>\n<li id='menu-item-4488'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/editing-review-group-information\/\">Editing Review Group Information<\/a> <\/li>\n<li id='menu-item-4493'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/viewing-information-about-a-review-group\/\">Viewing Information About a Review Group<\/a> <\/li>\n<li id='menu-item-4499'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/deleting-a-review-group\/\">Deleting a Review Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4454'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/\">Jobs<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4529'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/job-requirements\/\">Job Requirements<\/a> <\/li>\n<li id='menu-item-4535'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/relating-sub%e2%80%91jobs\/\">Relating Sub\u2011Jobs<\/a> <\/li>\n<li id='menu-item-4540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-a-new-job\/\">Adding a New Job<\/a> <\/li>\n<li id='menu-item-4544'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-job-planning\/\">Adding Job Planning<\/a> <\/li>\n<li id='menu-item-4560'  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/viewing-details-about-a-job\/\">Viewing Details About a Job<\/a> <\/li>\n<li id='menu-item-4532'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/deleting-a-job\/\">Deleting a Job<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4457'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/\">Distributions<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5302'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/adding-a-distribution-list-2\/\">Adding a Distribution List<\/a> <\/li>\n<li id='menu-item-5295'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/editing-distribution-list-information\/\">Editing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5320'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/viewing-distribution-list-information-2\/\">Viewing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5318'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/deleting-a-distribution-list-2\/\">Deleting a Distribution List<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4462'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/\">Document Conversion<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5366'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/specifying-whether-document-types-should-be-converted-to-pdf\/\">Specifying Whether Document Types Should Be Converted to PDF<\/a> <\/li>\n<li id='menu-item-5362'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/listing-missing-pdfs\/\">Listing Missing PDFs<\/a> <\/li>\n<li id='menu-item-5364'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/export-files\/\">Export Files<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4411'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/\">eForms on Tools &#038; Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5413'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/\">Activity Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5415'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/adding-a-new-activity-type\/\">Adding a New Activity Type<\/a> <\/li>\n<li id='menu-item-5417'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/example-activity-settings\/\">Example Activity Settings<\/a> <\/li>\n<li id='menu-item-5419'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/viewing-and-editing-an-activity-type\/\">Viewing and Editing an Activity Type<\/a> <\/li>\n<li id='menu-item-5421'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/creating-a-standalone-notification-activity\/\">Creating a Standalone Notification Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4418'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/\">Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5569'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/\">Users<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5567'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/adding-users\/\">Adding Users<\/a> <\/li>\n<li id='menu-item-5565'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/editing-user-information\/\">Editing User Information<\/a> <\/li>\n<li id='menu-item-5598'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/reassigning-activities\/\">Reassigning Activities<\/a> <\/li>\n<li id='menu-item-5596'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/\">Viewing Details About a User<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5594'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/attachments-tab\/\">Attachments Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5573'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/deleting-a-user\/\">Deleting a User<\/a> <\/li>\n<li id='menu-item-5571'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/making-a-user-inactive\/\">Making a User Inactive<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5635'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/\">Departments<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5634'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/adding-a-new-department\/\">Adding a New Department<\/a> <\/li>\n<li id='menu-item-5632'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/viewing-or-editing-department-information\/\">Viewing or Editing Department Information<\/a> <\/li>\n<li id='menu-item-5630'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/deleting-a-department\/\">Deleting a Department<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5686'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/\">Locations<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/adding-a-new-location\/\">Adding a New Location<\/a> <\/li>\n<li id='menu-item-5691'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/editing-location-information\/\">Editing Location Information<\/a> <\/li>\n<li id='menu-item-5690'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/adding-a-free-use-field\/\">Adding a Free-Use Field<\/a> <\/li>\n<li id='menu-item-5718'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/viewing-and-editing-free-use-field-name-and-description\/\">Viewing and Editing Free-Use Field Name and Description<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5849'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/\">Permission Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5848'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/the-admin-permission-group\/\">The Admin Permission Group<\/a> <\/li>\n<li id='menu-item-5846'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/\">Planning Your Permissions Groups<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5844'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/permission-levels\/\">Permission Levels<\/a> <\/li>\n<li id='menu-item-5842'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-members-tab\/\">General\/Members Tab<\/a> <\/li>\n<li id='menu-item-5841'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/global-permissions\/\">Global Permissions<\/a> <\/li>\n<li id='menu-item-5839'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/location-permissions\/\">Location Permissions<\/a> <\/li>\n<li id='menu-item-5837'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-permissions\/\">General Permissions<\/a> <\/li>\n<li id='menu-item-5835'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/report-permissions\/\">Report Permissions<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5834'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/adding-a-permission-group\/\">Adding a Permission Group<\/a> <\/li>\n<li id='menu-item-5832'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/editing-permission-group-information\/\">Editing Permission Group Information<\/a> <\/li>\n<li id='menu-item-5830'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/viewing-details-about-a-permission-group\/\">Viewing Details About a Permission Group<\/a> <\/li>\n<li id='menu-item-5828'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/deleting-a-permission-group\/\">Deleting a Permission Group<\/a> <\/li>\n<li id='menu-item-5826'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/importing-a-permission-group\/\">Importing a Permission Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4421'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/\">Advanced<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5886'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/\">Application Options<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5890'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/list-of-available-application-options-2\/\">List of Available Application Options<\/a> <\/li>\n<li id='menu-item-5884'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/viewing-and-editing-an-application-option-2\/\">Viewing and Editing an Application Option<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/languages-2\/\">Languages<\/a> <\/li>\n<li id='menu-item-5946'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/system-session-info\/\">System Session Info<\/a> <\/li>\n<li id='menu-item-5944'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/\">Audit Viewer<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5941'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/what-gets-tracked\/\">What Gets Tracked<\/a> <\/li>\n<li id='menu-item-5942'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-type-of-controls-required\/\">21 CFR Part 11 \u2013 Type of Controls Required<\/a> <\/li>\n<li id='menu-item-5939'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-technical-controls\/\">21 CFR Part 11 Technical Controls<\/a> <\/li>\n<li id='menu-item-5937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-tms-addresses\/\">21 CFR Part 11 TMS Addresses<\/a> <\/li>\n<li id='menu-item-5935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/capturing-application-session-history\/\">Capturing Application Session History<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/tms-version-info\/\">TMS Version Info<\/a> <\/li>\n<li id='menu-item-4426'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/\">Other Admin Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5993'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/copying-tms-document-links-to-other-applications\/\">Copying TMS Document Links to Other Applications<\/a> <\/li>\n<li id='menu-item-5991'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/checking-the-publishing-of-a-document-on-the-tms-server\/\">Checking the Publishing of a Document on the TMS Server<\/a> <\/li>\n<li id='menu-item-5990'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/executing-automatic-programs\/\">Executing Automatic Programs<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5988'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-1-setting-parameters-in-application-options\/\">Step 1: Setting Parameters in Application Options<\/a> <\/li>\n<li id='menu-item-5986'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-2-set-programs-to-run-on-webserver-using-the-scheduling-wizard\/\">Step 2. Set Programs to Run on Webserver Using the Scheduling Wizard<\/a> <\/li>\n<li id='menu-item-6004'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/manually-executing-automatic-programs\/\">Manually Executing Automatic Programs<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-6055'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/\">Additional Technical Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-6054'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/tms-license-key\/\">TMS License Key<\/a> <\/li>\n<li id='menu-item-6053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/database-information\/\">Database Information<\/a> <\/li>\n<li id='menu-item-6052'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/language-support\/\">Language Support<\/a> <\/li>\n<li id='menu-item-6050'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/windows-authentication\/\">Windows Authentication<\/a> <\/li>\n<li id='menu-item-6048'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-forms-authentication\/\">Application (Forms) Authentication<\/a> <\/li>\n<li id='menu-item-6047'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-authentication\/\">Application Authentication<\/a> <\/li>\n<li id='menu-item-6045'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/permission-for-users-and-administrators\/\">Permission for Users and Administrators<\/a> <\/li>\n<li id='menu-item-6043'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/document-security\/\">Document Security<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/div><\/div>    <\/div>\n<\/div>\n<!-- \/module plain text -->                    <\/div>\n                            <\/div>\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col4-3 tb_u46j427 last\">\n                                                        <div class=\"tb-column-inner tf_box tf_w\">\n                        <!-- module text -->\n<div  class=\"module module-text tb_s1s8427  repeat \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n    <div id=\"breads\"><span><span><a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/\">Home<\/a><\/span><\/span><\/div>\n<h3>Workflow Functions<\/h3>\n<p>Permissions to the following functions are located under the <strong>Global Permission<\/strong> tab in the Permission List. You must have your form, activities, and form functions designed before using this option. It is also recommended that you have your flow designed prior to using this function.<\/p>\n<table style=\"height: 2823px;\" width=\"905\">\n<thead>\n<tr>\n<td colspan=\"2\" width=\"950\">\n<p><strong>Table 10-7 Workflow Functions<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Function<\/p>\n<\/td>\n<td width=\"665\">\n<p>Description<\/p>\n<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"285\">\n<p>Step Name\/Command<\/p>\n<\/td>\n<td width=\"665\">\n<p>A text field to describe the particular step of the process.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Command Options:<\/p>\n<\/td>\n<td width=\"665\">\n<p>\u00a0<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Step Details \u2013 Use Parent Description<\/p>\n<\/td>\n<td width=\"665\">\n<p>\u00a0Check this flag if you are launching a Child packet from a Parent and you would like the Parent Header Description to be automatically pulled into the Child Header Description. The default is set to No (unchecked).<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Send Activities<\/p>\n<\/td>\n<td width=\"665\">\n<p>Most common command in which workflow activities are created. For example: Please review and signoff on Purchase Requisition.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Send E-Mails<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option allows for sending an e-mail without creating an activity. If the individual who is receiving the e-mail has permissions to the location of the packet, a link to the form packet will be provided in the e-mail. If the individual does not have access to the location of the packet, the e-mail will be sent without a link to the form packet. When selecting this option, you will be able to select the following:<\/p>\n<ul>\n<li>Request Read Receipt \u2013 Select this checkbox if you would like to confirm that the e-mail was sent and received. After selecting this checkbox, you are directed to select a type of recipient. Options are:\n<ul>\n<li>User &#8211; Any user defined in the TMS user table<\/li>\n<li>Initiator \u2013 Initiator of the Packet<\/li>\n<li>Form Field User(s) \u2013 Users defined in the Form Packet<\/li>\n<\/ul>\n<\/li>\n<li>Include Form Fields In Message Body \u2013 Select this checkbox to be able to highlight all the fields from the form packet that you would like to include in the e-mail. This enables individuals to receive e-mails with important information without having to log on into TMS. Note that the e\u2011mail link will still be provided for linking directly to the form packet.<\/li>\n<li>Attach Form Report to E-Mail: If the Form Name field has a template attached, you will be able to select this option. It will attach the Form Report to the email for the specified recipients.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Create Packet<\/p>\n<\/td>\n<td width=\"665\">\n<p>First step in a workflow should be assigned to this function.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Compare Value<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option is selected when you want to go to a particular step based on a value selected for the particular field. The following additional fields display:<\/p>\n<ul>\n<li>Value Source. Default is Form field.<\/li>\n<li>Form Field. Select the particular field.<\/li>\n<li>Test Value. Select the value of the field.<\/li>\n<li>Next Step &#8211; Value Match. Used to determine the particular step to go to when the values match.<\/li>\n<li>Any Other Results. This is the step that the workflow would execute if the Test Value does not equal the Value Match.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Special Functions<\/p>\n<\/td>\n<td width=\"665\">\n<p>Reserved for custom workflows and programs.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Set Options for Next Step<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option will set parameters for the next step when sending activities. For example: If the workflow next step defined that the Recipient Type will be Work Group Member, this would allow you to pick the individuals from the workgroup that you would want to receive the activities. This can also be used for selecting individuals to receive a Reject activity if multiple individuals were defined in the reject step. Options are:<\/p>\n<ul>\n<li>Allow Edit Due Date<\/li>\n<li>Allow Edit Sender Comment<\/li>\n<li>Allow Limit Recipients<\/li>\n<\/ul>\n<div class=\"note\"><strong>NOTE: <\/strong>You can Unselect All. However, at least one individual must be selected before continuing to the next step.\u00a0<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Display Special Page<\/p>\n<\/td>\n<td width=\"665\">\n<p>This command is selected to display a special page during the workflow. For example: \u201cPlease wait, your report is being generated.\u201d<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Packet Command<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option is used to close the packet. After selecting this option, Close Packet will automatically display in the Command Name.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Create Child Workflow<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option allows for branching to other forms and workflows. After selecting it, you will be able to select the following:<\/p>\n<ul>\n<li>Child Workflow Name: This is the name of the new workflow that will be launched when the step is reached.<\/li>\n<li>Creation Type: Sub-Form indicates there will be a workflow for each item in the sub-form. Single indicates only one workflow will be launched.<\/li>\n<li>Wait For Child(ren) to complete: The Next Step in the workflow will not occur until the child workflow is complete.<\/li>\n<li>Inherit Main Objects: Select this option if a child workflow will be using the same Form Packet as the parent workflow (instead of creating a new packet).<\/li>\n<li>Limit Child to Sub-Form: Recipient would be limited to editing only their portion of the sub-form.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Wait for Child Workflows to Finish<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option will stop the workflow until all activities from the Child (branched) workflow have completed. For example: If a child workflow creates activities for issuing observations, and the workflow also contains a review activity for the QA person to review the responses to the observations, both activity steps would need to be completed before the main workflow would continue to the next step.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Create Change Order<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option allows for launching a Change Order from a Packet workflow step. Refer to &#8220;Launching an Individual Child Packet for Each Sub Form Recipient&#8221; on page 88.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<table style=\"height: 5225px;\" width=\"904\">\n<thead>\n<tr>\n<td colspan=\"2\" width=\"950\">\n<p><strong>Table 10-8 \u00a0Step Detail Parameters<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Function<\/p>\n<\/td>\n<td width=\"665\">\n<p>Description<\/p>\n<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"285\">\n<p>Activity Object Source<\/p>\n<\/td>\n<td width=\"665\">\n<p>Main object or form field.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Activity Type<\/p>\n<\/td>\n<td width=\"665\">\n<p>You should have a generic activity called Edit Form Data that can be shared between all forms. If you need specific activity descriptions, you must create them using the <strong>Activity Type List<\/strong> option under <strong>eForms<\/strong> on the <strong>Tools &amp; Setup<\/strong> window. All form activities must start with the word \u201cPACKET_\u201d, which designates a special activity type specific to forms.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Activity Description<\/p>\n<\/td>\n<td width=\"665\">\n<p>This is an additional description of the activity. If a description is entered in this field, it will display in lieu of the Activity Type description listed above. This allows for using one activity type instead of creating multiple activity types for each activity defined in the workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Page Name<\/p>\n<\/td>\n<td width=\"665\">\n<p>Currently there are two types of pages:<\/p>\n<ul>\n<li>Form Detail. \u2013 The basic form design for entering data, and the most commonly used.<\/li>\n<li>Form Report. \u2013 Allows the user to merge the data from the form into a Word template. It would most likely be done at the end of the process to allow viewing the data in a report format after it has been completed and signed.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Form Name<\/p>\n<\/td>\n<td width=\"665\">\n<p>This is usually the first form in your form packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Signature Field<\/p>\n<\/td>\n<td width=\"665\">\n<p>In most cases this will be N\/A for the first few steps of the form. Signature fields are added during form design and, once you select the form, only valid signature fields will display in the drop-down list.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Due Date Type<\/p>\n<\/td>\n<td width=\"665\">\n<p>Valid options are:<\/p>\n<ul>\n<li><strong>Normal<\/strong>. Calculates the due date of the activity based on either the workflow or number of days defined in the activity type list.<\/li>\n<li><strong>Form Field (Date)<\/strong>. Pulls the due date of the activity directly from the date entered on the form.<\/li>\n<li><strong>Form Field (Days)<\/strong>. Calculates the due date based on the number of days entered on the form.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Due Date Days<\/p>\n<\/td>\n<td width=\"665\">\n<p>If left blank, the default from the Application Option <strong>DEFAULT_DUE_DATE_DAYS<\/strong> will automatically be completed. If \u201c0\u201d is entered, the activity will be assigned the current date at time of creation.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Recipient Type<\/p>\n<\/td>\n<td width=\"665\">\n<p>Recipient types can be Users, Work Group members, Initiator, or Form Field Users. The Second Step is usually always the Initiator. However, subsequent steps can be one of the following:<\/p>\n<ul>\n<li><strong>User(s)<\/strong>. A Recipient box will display that allows for searching for individuals.<\/li>\n<li><strong>Initiator<\/strong>. The person who begins the form can be notified for another step.<\/li>\n<li><strong>Work Group Members<\/strong>. You must select a Work Group name using the Select button next to Recipients. Refer to &#8220;Adding Work Groups&#8221; on page 84 for more information.<\/li>\n<li><strong>Previous Step User(s)<\/strong>. If using the Limit Completion option, this allows sending the next step only to the individuals who completed the prior step.<\/li>\n<li><strong>Form Field User(s)<\/strong>. These are users that are selected during the form data entry. You must select the field names on the form that will contain the selected users. These users can be selected manually or mapped based on other conditions. Refer to &#8220;Value Map List&#8221; on page 51 for more information.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Notification Type<\/p>\n<\/td>\n<td width=\"665\">\n<p>The default is Parallel.<\/p>\n<p>This is a system default and cannot be changed by the user<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Recipients<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting Recipient Type (User(s), the recipient box will display, allowing you to select your recipients.<\/p>\n<p>If selecting Recipient Type (Work Group Members), a Select button allows for selecting your workgroup.<\/p>\n<p>If selecting Recipient Type Form Fields User(s), a drop-down list will display, which allows you to select the field on your form definition that contains the recipients.<\/p>\n<p>Selecting Initiator will default to the individual who initiated the packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Limit Completions<\/p>\n<\/td>\n<td width=\"665\">\n<p>If Recipient Type is Workgroup Members, Form Field user(s), or User(s), this option displays, allowing selection of the number of individuals required to complete the step before continuing.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Number Required for Completion<\/p>\n<\/td>\n<td width=\"665\">\n<p>This works in conjunction with Limit Completions. Select the number of individuals for whom you would like to complete the step before moving forward.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Delete Unused Activities<\/p>\n<\/td>\n<td width=\"665\">\n<p>When selecting the Limit Completion checkbox, this field allows for deleting unused activities once the workflow moves to the next step. However, if this option is set, when rolling back a workflow step, only completed (used) activities will be reinstated and not uncompleted (unused) activities. Any unused signature records will also be deleted.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Send E-Mail<\/p>\n<\/td>\n<td width=\"665\">\n<p>Determines whether an e-mail will be sent.<\/p>\n<p>Typically, you would not select this option for consecutive steps being executed by the same user.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Edit Form Data<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option determines if the step should allow the form to be edited. This option is usually selected for the second step of a workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Limit Edit to Current Form<\/p>\n<\/td>\n<td width=\"665\">\n<p>If set, the user will not be able to edit any other form except the form that is defined in the workflow step. This is used in conjunction with Allow Edit Form Data.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Limit Edit to Sub-Forms<\/p>\n<\/td>\n<td width=\"665\">\n<p>This option displays if the form selected has a user field designed with the sub-form checkbox selected.<\/p>\n<p>\u00a0Sub-forms are added to the form during form design. This option allows only the user designed on the form to edit the sub-form. For example, if you had multiple tasks that are assigned to different users, only the user with that task can update the fields defined on the sub-form.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Form Navigation<\/p>\n<\/td>\n<td width=\"665\">\n<p>Determines whether the user can navigate through the different pages (sections) of the packet.<\/p>\n<p>You might only want the user performing the step to see the current form and not the other forms (pages) within the packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Continue Button Caption<\/p>\n<\/td>\n<td width=\"665\">\n<p>Determines the caption for the <strong>Continue<\/strong> button that displays in the upper right corner of the page during the workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Reject<\/p>\n<\/td>\n<td width=\"665\">\n<p>Determines if the individual in the step can reject the step. If you select Yes for Allow Reject, you must assign the step to which the reject is allowed to return:<\/p>\n<ol>\n<li>\u00a0 After selecting this option, click the Save button.<\/li>\n<li>\u00a0 Select an entry from the Reject drop-down list under the Next Step column.<\/li>\n<\/ol>\n<p>\u00a0Allowing reject will do the following:<\/p>\n<ul>\n<li>TMS displays a Reject button in the upper right corner of the page for that step.<\/li>\n<li>TMS will send an email and create an activity with rejected information to the user assigned to the reject step.<\/li>\n<li>Any step after the reject to step will start the workflow completely over, including signature steps. For example, if you allow a reject on step 8 and designate a return to step 4, the process starts over again from that point (step 4). The reject process can be repeated as many times as necessary by the users.<\/li>\n<li>The system will not force the user to fill in required fields when clicking the Reject button.<\/li>\n<li>You are also able to define the verbiage in the reject button (Reject Button Caption ) and also the subject line of the e-mail sent to the recipient (Reject E-Mail Message ).<\/li>\n<\/ul>\n<p>The audit trail will capture all multiple workflow steps including rejects.<\/p>\n<p>A workflow can contain multiple reject steps.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Reject Button Caption<\/p>\n<\/td>\n<td width=\"665\">\n<p>Allows for defining the caption on the <strong>Reject<\/strong> button that displays on the form page.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Reject E-Mail Message<\/p>\n<\/td>\n<td width=\"665\">\n<p>Displays on the reject page and also the subject line of the e-mail when the step is returned to the recipient.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Edit Due Date<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selected, allows users to override the default days based on the defaults defined in the workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Edit Sender Comment<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selected, the workflow step will allow the sender of the step to enter a comment that will be received by the recipient of the next step. This comment will display in the e-mail and also on the <strong>Activity Detail<\/strong> page.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Allow Limit Recipients<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selected, the system will limit which recipients receive the activities if multiple recipients are defined on the form or in the workflow step (either individually or via a workgroup).<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Recipient Type<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting a Step Name for the Command option Send E-Mails , you must select the recipient type. The recipient type can be a From Field Users defined in a Workgroup \u00a0field. This would send e-mails only to the individuals selected in the Workgroup \u00a0field when filling out the form. If you would like to send e-mails to the entire workgroup, then select the recipient type as Form Field Workgroup or Workgroup Members. Form Field Workgroup allows for selecting the workgroup when filling out the form. Workgroup Member assigns the workgroup to the step in the workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Request Read Receipt<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting a Step Name for the Command option Send E-Mails, you have the option to request a Read Receipt.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Read Receipt Recipient<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting a Step Name for the Command option Send E-Mails and selecting the Request Read Receipt checkbox, you need to select the recipient if you are not using initiator as the Read Recipient Type.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Include Form Fields in Message Body<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting a Step Name for the Command option Send E-Mails, you have the option to include data from the form in the body of the e-mail.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"285\">\n<p>Message Body Form Fields<\/p>\n<\/td>\n<td width=\"665\">\n<p>If selecting a Step Name for the Command option Send E-Mails, and you have selected the Include Form Fields In Message Body checkbox, it will allow you to select the form fields that will be included in the body of the e\u2011mail.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>    <\/div>\n<\/div>\n<!-- \/module text -->                    <\/div>\n                            <\/div>\n            \t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->","protected":false},"excerpt":{"rendered":"<p>Workflow Functions Permissions to the following functions are located under the Global Permission tab in the Permission List. You must have your form, activities, and form functions designed before using this option. It is also recommended that you have your flow designed prior to using this function. Table 10-7 Workflow Functions Function Description Step Name\/Command [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1605,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1631","page","type-page","status-publish","hentry","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workflow Functions - TMS Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-functions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Functions - TMS Academy\" \/>\n<meta property=\"og:description\" content=\"Workflow Functions Permissions to the following functions are located under the Global Permission tab in the Permission List. 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You must have your form, activities, and form functions designed before using this option. It is also recommended that you have your flow designed prior to using this function. 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