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OWNER

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titleRole 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    • Edit only unpublished current version

    • Delete unpublished draft version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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titleRole permissions

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Access form with IDIR, BCEID, Business BCED *

top page

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

top page

Submit

top page

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

top page

View all submissions, Create new one

top page

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

top page

Manage Team Members (only draft)

top page

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REVIEWERS

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titleRole permissions

Receive submission email notification

top page

View all submissions

top page

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

top page

View history

top page

Manage submissions

top page

Assigned (assign to other form reviewers)

top page

Completed

top page

Revising

top page

Email notification after adding status Revising

top page

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TEAM MANAGER

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titleRole 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

Expand
titleScreen flow

Login with IDIR only

My forms

Manage form (Versions status and actions should be disabled)

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FORM DESIGNER

Expand
titleRole 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

Expand
titleScreen flow

Login with IDIR only!

Login to CHEFS

Manage