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 > People > Personnel. The Personnel screen is displayed.
Filter the Personnel screen according to your requirements.
- Enter filter criteria in the text-box and click [Filter].
- 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- Select the Show In-Active tick box to include personnel that are no longer active in the system.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.
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 [Edit].
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Forms Module Guide: