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OWNER

 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    • Edit only unpublished current version

    • Delete unpublished draft version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

SUBMITTER

 Role permissions

Access form with IDIR, BCEID, Business BCED *

top page

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

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Submit

top page

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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REVIEWERS

 Role permissions

Receive submission email notification

top page

View all submissions

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

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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

top page

TEAM MANAGER

 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

 Screen flow

Login with IDIR only

My forms

Manage form (Versions status and actions should be disabled)

FORM DESIGNER

 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

 Screen flow

Login with IDIR only!

Login to CHEFS

Manage

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