Page Comparison

Before users can attempt to manage forms module for your organisation they must be assigned the correct access levels. Follow the steps below to assign the access levels:

Step-by-step guide

1. Select Image AddedOperations > People > Image AddedPersonnel. The Personnel screen is displayed.

2. Filter the Personnel screen according to your requirements.

   
   

   • Enter filter criteria in the text-box and click [Filter].Image Added
   • Select a value from the Department drop-down list to view personnel located in a particular department.
   • Select a value from the Base drop-down list to view personnel located in a particular base location.
   • Select the Show In-Active tick box to include personnel that are no longer active in the system. This includes personnel which have ceased employment with your organisation.
     
     

3. Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.

   
   

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4. Select ‘Access Levels’ from the Personnel Profile pane.

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   Click [Edit].

   
   

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5. ClickImage Added

6. Select the applicable access levels in the ‘Forms’ group.
   
   

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   Access Level	Description
   Forms > Form Administration > Modify All	Allows users to access the Form Options and the Form Tab Setup.
   Forms > Forms > View Self	Allows users to view forms they have submitted.
   Forms > Forms > View Selection	Allows uses to view a selection of forms (for a base and department).
   Forms > Forms > View All	Allows users to view all forms.
   Forms > Forms > Submit Self	Allows users to submit forms.
   Forms > Forms > Modify Self	Allows users to modify forms they have submitted.
   Forms > Forms > Modify Selection	Allows users to modify a selection of forms (for a base and department).
   Forms > Forms > Modify All	Allows users to modify all forms.
   Forms > Forms > Delete Self	Allows users to delete forms they have submitted.
   Forms > Forms > Delete Selection	Allows users to delete a selection of forms (for a base and department).
   Forms > Forms > Delete All	Allows uses to delete all forms.

7. ClickImage Added
   
   
   

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