| Panel | ||
|---|---|---|
| ||
OWNER |
...
| 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Edit only unpublished current version
Delete unpublished draft version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
| Panel | ||
|---|---|---|
| ||
SUBMITTER |
...
| title | Role permissions |
|---|
...
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Access form with IDIR, BCEID, Business BCED *
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)
...
| Panel | ||
|---|---|---|
| ||
REVIEWERS |
...
| 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
...
| Panel | ||
|---|---|---|
| ||
TEAM MANAGER |
...
| 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
| Expand | ||
|---|---|---|
| ||
Login with IDIR only My forms  Manage form (Versions status and actions should be disabled)  |
| Panel | ||
|---|---|---|
| ||
FORM DESIGNER |
...
| 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
...
| title | Screen flow |
|---|
Login with IDIR only!
Login to CHEFS
...
Manage
...
|
|---|