User manual

Working with Form Logs,
Workflow and Roles
Overview of the Log Process
Once your administrator has configured a log you can start adding forms (if
you have been added as a participant in the log). Following is an outline of the
basic stages of adding a form and assigning it. Depending on the type of
workflow that was configured for this log, (that is, Post, Gatekeeper, Serial, etc.)
some of these steps will be more involved than others.
Step 1: Adding a form
Add a form from the Forms menu on the Project Bar.
Step 2: Filling out the form
Fill in the fields that you require using the TAB key to move between fields. In
this mode you can also add comments. At this step you can save the form as a
draft. Doing so saves the form to the log without sending it to other members.
The form is not assigned a number until the form is submitted. Routing
information is saved with the draft but notifications are not sent. The draft is
only available to the creator.
Certain fields are pre-populated if your project administrator has defined
Step
1: Define Project Data
(page 260) for this project. These fields are non-editable
except by project administrators and the form creator. If these fields have not
been defined then the fields will be blank.
Step 3: Assigning the form
Select the members you want to assign the form to. You can also notify other
members about this assignment. Members who are notified can view the form
but can not respond, forward or edit the form. Assigning a form results in the
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