User manual

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.
Gatekeeper with Distributor for submittal package
This gatekeeper/distributor workflow can be used with the following forms:
submittal package.
Gatekeeper with distributor for submittal package workflow options:
■ Package Creator — In this tab you are choosing who can create a
submittal package in this particular workflow. Note that administrators
can always create forms. Choose which members can create a submittal
package: all members, specific individuals, groups, or roles. You can also
select who the creator can notify or discuss the submittal package with.
Select whether the creator can add and edit submittal items, or revise
submittal packages. If neither of these options are selected then the package
creator can only create new packages.
■ Transmittal Creator — Select which project members can create a
submittal package transmittal and who the transmittal creator can notify
or discuss the submittal package with. Select whether the transmittal creator
can edit the details of the submittal package. Set the dates by which any
revisions of the transmittal are due.
■ Distributor — Select which project members can be distributors and
who they can notify and discuss the form with.
300 | Chapter 20 Working with Form Logs, Workflow and Roles