User manual

the initial responder does not have this form as an action item or as an issued
item.
If an assignment is recalled by the assignor, all upstream assignments are
recalled. If an assignment is recalled by the administrator, only the last level
of the assignment is recalled; the administrator can recall multiple times.
It can be used with the following forms: Addendum, ASI, Bulletin,
Correspondence, Daily Reports, Meeting Minutes, Print Order, RFI, Submittal
and Transmittal.
Send/respond workflow options:
■ 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.
■ Responders — In this tab you are choosing who can respond to a form
in this particular workflow. Choose which members can respond to this
workflow: all members, specific individuals, groups, or roles. In addition,
you can select which members the responder can notify, CC or discuss
this 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 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.
294 | Chapter 20 Working with Form Logs, Workflow and Roles