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
Select
Operations >
Personnel. The Personnel screen is displayed.Filter the Personnel screen according to your requirements.
- Enter filter criteria in the text-box and click
- 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- Select the Show In-Active tick box to include personnel that are no longer active in the system.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.
- Enter filter criteria in the text-box and click
Click [Details] to view detailed personnel information. If you do not have the required access level to view personnel details, a warning is displayed.
Select ‘Access Levels’ from the Personnel Profile pane.
Click
Select the applicable access levels in the ‘Forms’ group.
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. Click
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Forms Module Guide: