User manual

Set a date by which the submittal package must be distributed and when
notification emails should be sent.
■ Gatekeeper — Select which project members can be gatekeepers and who
they can notify and discuss the form with. Set dates for when a response
is due to the distributor and when notification emails should be sent.
■ Consultant — Select which project members can be consultants and who
they can notify and discuss the form with. Set dates for when the submittal
package must be reviewed and a response sent to the gatekeeper, and when
notification emails should be sent.
■ 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.
Gatekeeper with Intermediary
Following is a diagram of the gatekeeper with intermediary workflow:
Working with Form Logs, Workflow and Roles | 301