Assigning Forms Access Levels

Owned by Kyle Gray (Unlicensed)
Last updated: Apr 01, 2019 by Dan Le (Deactivated)Version comment
2 min read

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 Operations >Personnel. The Personnel screen is displayed.

  2. 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    • Select the Show In-Active tick box to include personnel that are no longer active in the system.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.

  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.



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



  5. Click

  6. 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 AllAllows uses to delete all forms.

  7. Click

Video Guide:



Forms Module Guide: