| Child pages (Children Display) | ||
|---|---|---|
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| Panel | ||
|---|---|---|
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OWNER |
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| title | Role permissions |
|---|
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Access CHEFS with IDIR
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Create/Edit/Delete simple/advanced form
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Export design form (JSON)
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Access form versioning
Publish/unpublish any version
Edit only unpublished current version
Delete unpublished draft version
Create new version based on any old vers
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Share form
Copy URL link
Download QR code
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Add/Delete member roles (Team management)
- Owner (Owns the form)
- Team Manager (Manage form team memb.)
- Form Designer (Design the form)
- Reviewer(Review and manage submissions)
- Submitter (Can fill out and submit the form)
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Set form access
Public (anonymous - usually for surveys)
Log in required (IDIR, Basic BCeid)
Specific Team members
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Set form functionality
Submitters can save and edit drafts
Reviewers can update status of the form
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Set:
What submitter will see on the form after
submission (Conf ID, email Submission ID)Allow submitters to send submission email
confirmation
| Panel | ||
|---|---|---|
| ||
SUBMITTER |
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| title | Role permissions |
|---|
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Access form with IDIR, BCEID, Business BCED
Save, edit, delete draft (If authorized by the form owner)
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Submit
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Confirmation page (See confirmation ID If authorized by the form owner)
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View all submissions, Create new one
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Email the confirmation of the submission (If authorized by the form owner)
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Manage Team Members (only draft)
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| Panel | ||
|---|---|---|
| ||
REVIEWERS |
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| title | Role permissions |
|---|
Receive submission email notification
View all submissions
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View submission, Print, delete, view history, add notes,
View history
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Manage submissions
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Assigned (assign to other form reviewers)
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Completed
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Revising
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Email notification after adding status Revising
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| Panel | ||
|---|---|---|
| ||
TEAM MANAGER |
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| title | Role permissions |
|---|
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Change current role into Owner role (this option should be disabled)
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Delete initial owner (this option should be disabled)
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Delete own role (this option should be disabled)
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Assign roles to other team members
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Can add /remove team members
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Share Form
| Expand | ||
|---|---|---|
| ||
Login with IDIR only My forms  Manage form (Versions status and actions should be disabled)  |
| Panel | ||
|---|---|---|
| ||
FORM DESIGNER |
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| title | Role permissions |
|---|
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Edit the form design
Publish/Unpublish (Follow-up required)
Create new version
Export Design
Import Design
Share form (Follow-up required)
Delete unpublish version
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| title | Screen flow |
|---|
Login with IDIR only!
Login to CHEFS
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Manage
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