User manual

3 Select a member or a group from the Available members list. Use the
pagination arrows at the top right of the window to page through the
member list as necessary. Click OK.
You can select as many members or groups as you would like. Assigned
members receive an email containing the subject, the due date and a
link to the form.
It is not recommended that you assign a form to a
Private and Hidden
Groups
(page 128). Doing so exposes the names and email addresses of
private group members in the
Routing Tab for Forms (page 319) and in
various dashboards.
4 Select a due date and time. Once selected this date will be written into
the view version of the form. Once this date has expired, the form will
become overdue. The due time will display in your log in your local time
zone. It will display in the assignee's member's log in his or her time
zone. For example: you are in California and are assigning this form to
a member in New York. You want the due time to be 10am Pacific
Standard Time. To do this, select 10:00am from the Due Time list box.
This assignment will display in the New York member's log as being due
at 1:00pm Eastern Standard Time.
5 To notify other project members about this form, click the CC button
and add the appropriate members. These members are sent an email
with a link to this form. When notifying a private group the group name
is displayed in the cc field, but not the individual member names.
6 Click Add Comment at the top of the window. See
Adding a Comment
to a Form
(page 312) for more information.
7 Click Submit when you are finished. Clicking Submit saves the form,
adds it to the log, numbers the form, and sends the appropriate email
notifications.
8 To cancel the assignment, simply close the window. The form is not
added to the log and you lose any information that you entered.
Re-assigning a form
Once a form has been assigned you can re-assign it. This is useful if the member
the form was originally assigned to is not responding to the form, and you
want to keep the routing of this form in motion.
Working with Forms | 325