User manual

Post workflow ooptions:
■ Creator — In this tab you are choosing who can create a form in this
particular workflow. Note that administrators can always create forms.
Choose which members can create this workflow: all members, specific
individuals, groups, or roles. You can also select who the creator can notify
or discuss the form with.
■ General — In this tab you are choosing who can view the forms associated
with this workflow: all project members, only individuals who have been
assigned or notified during the workflow, or specific individuals, groups,
or roles. The default setting allows only form participants to view the forms
that they have access to. You can change this setting to allow other
members to view forms in this log. However, once you choose a setting it
cannot be changed. The ability to change this setting is only available
when you first create the form log. You cannot change these options at a
later time. Note that administrators can always view forms regardless of
whether they are a form log participant or have been specifically given
permission to view the form log.
■ Form — In this tab enter the information that you want to include on
every form in the current log. For example, you can enter a document
heading, footer and your company information.
Send/Respond
This workflow allows the creator to assign the form to one or more responders.
The creator receives only one response. When any one of the responders
responds, re-assigns the assignment, the assignment is removed from any
other co-responders.
When an assignment is re-assigned, the initial responder, Responder A, has
this form as an issued item instead of an action item; the newly assigned
responder, Responder B, has an open action item; responses must travel back
through the participants in reverse order before the form can be closed. If an
assignment is re-assigned, responsibility is transferred to the new responder;
Working with Form Logs, Workflow and Roles | 293