User manual

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.
■ 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.
Gatekeeper
In the gatekeeper workflow, the gatekeeper acts as a conduit to other parties
with whom he or she needs to communicate to collect an answer. For example,
the form creator assigns the form to the gatekeeper. The gatekeeper is then
responsible for collecting the information that the creator needs. The
gatekeeper can set individual response dates for the consultants. The due date
that the gatekeeper sets will most likely differ from the due date that the
creator has set.
The gatekeeper workflow can be used with the following forms: RFI and
Submittal.
Working with Form Logs, Workflow and Roles | 297