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OWNER

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title	Role permissions

Access CHEFS with IDIR

Create/Edit/Delete simple/advanced form

Export design form (JSON)

Access form versioning
- Publish/unpublish any version
- Edit only unpublished current version
- Delete unpublished draft version
- Create new version based on any old vers

Share form
- Copy URL link
- Download QR code

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)

Set form access
- Public (anonymous - usually for surveys)
- Log in required (IDIR, Basic BCeid)
- Specific Team members

Set form functionality
- Submitters can save and edit drafts
- Reviewers can update status of the form

Set:
- What submitter will see on the form after
  submission (Conf ID, email Submission ID)
- Allow submitters to send submission email
  confirmation

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SUBMITTER

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title	Role permissions

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include	*Email the confirmation of the submission (If authorized by the form owner), View all submissions, Create new one, Confirmation page (See confirmation ID If authorized by the form owner), Access form with IDIR, BCEID, Business BCED, Save, edit, delete draft (If authorized by the form owner), Submit,

Access form with IDIR, BCEID, Business BCED

*

top page

Save, edit, delete draft (If authorized by the form owner)

Submit

Confirmation page (See confirmation ID If authorized by the form owner)

View all submissions, Create new one

Email the confirmation of the submission (If authorized by the form owner)

Manage Team Members (only draft)

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REVIEWERS

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title	Role permissions

Receive submission email notification

View all submissions

View submission, Print, delete, view history, add notes,

View history

Manage submissions

Assigned (assign to other form reviewers)

Completed

Revising

Email notification after adding status Revising

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TEAM MANAGER

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title	Role permissions

Change current role into Owner role (this option should be disabled)

Delete initial owner (this option should be disabled)

Delete own role (this option should be disabled)

Assign roles to other team members

Can add /remove team members

Share Form

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title	Screen flow

Login with IDIR only

My forms

Manage form (Versions status and actions should be disabled)

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FORM DESIGNER

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title	Role permissions

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

Manage