User manual

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.
See also:
Step 4: Business Processes (page 263)
Roles (page 303)
Roles
The word "role" refers to a category that you place members in, and defines
the actions a group of members can perform within a form log. By grouping
members into roles you can easily control the level of access they have within
a form log. Roles only apply to form logs in Buzzsaw. The use of roles does
not affect a member's permission for other files and projects. Roles are specific
to form logs. A member can be a participant in multiple form logs and have
a different role in each form log.
A role, however, is more than just a level of permission or a group of people.
A role governs how the group participates in the form log. For example, if you
create a role for subcontractors you can configure a form log so that
subcontractors can only respond to general contractors.
A role is similar to a Buzzsaw group but because you can create a role at the
project level, it is a better choice for the purpose of form logs. Roles are stored
in a site master list. You can add and delete roles at any time, even while
configuring a form log. Roles do not have to be defined before configuring a
form log. Roles are a quick way to create groups of people that can be used
repeatedly in multiple form logs. You only have to create a role once and then
you can use it in multiple projects. Unlike a group, a role is an empty shell at
the site level (groups are created with members at the site level). Then, when
configuring a form log you add members to that role. Using roles is more
Working with Form Logs, Workflow and Roles | 303