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efficient than using groups. If you were to use a group, you'd have to create
a new group for every form log, each with a unique name. This would quickly
become confusing.
Defining your form log using roles, rather than using groups and individual
members, allows you to standardize your project setups, which allows you to
have set processes for your business needs. For example, you can create a form
log for your design build. Within this design build form log you create a role
for architects, sub-contractors, general contractors and owners. Each role is
then given a privilege that defines the actions that role can perform within
the form log. That is, who can create a form, who can respond to it, etc.
See also:
Step 3: Assign Project Members to a Role (page 262)
Step 4: Business Processes (page 263)
Workflow Types (page 290)
Using the Form Log
Logs are automatically created as a result of completing the project setup
wizard. Initially logs are placed at the root level of the project. You can
however, move the log anywhere within the project after it has been created.
You could not add a form to a project without first adding a log to the project.
Once the log is created then you can add forms to the log.
In the log, you can page through the list of forms using the pagination at the
top of the window. You can also sort and rearrange the columns. Printing a
form from the log is available. To print a view of what is in the log, run the
Working with Reports (page 331) for that log. Your view of the log is "sticky".
That is, if you are viewing the second page of the form log and open an form
to view it, upon closing the form you are returned to page two of the form
log. This "sticky" behavior also applies when using the Open/Closed filter.
A right-click menu is available when a form is selected. The options available
in the right-click menu enable you to perform form actions without first
having to open the form.
Forms are color-coded to help you quickly see the state of a form.
■ Overdue forms are bold and in red.
■ Closed forms are gray and italicized.
■ Drafts of forms are blue.
304 | Chapter 20 Working with Form Logs, Workflow and Roles