Forms Builder
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      Prerequisites for Building Forms

      To create forms using the Forms Builder, users must have specific permissions and roles to access the content. Please refer to the permissions table below to learn about the access and permissions granted to each user role.

       

      Admin

      Manager

      Monitor

      Member

      Toolbox - Tools

      Can view forms per module

      x

      x

      x

      x

      Can fill in a form that has been assigned

      x

      x

      x

      x

      Can view responses to forms the logged in user completed or were assigned to

      x

      x

      x

      x

      Can edit responses to forms the logged in user completed or were assigned to

      x

      x

       

      x

      Can delete responses to forms the logged in user completed or were assigned to

      x

      x

      x

      x

      Can export PDF of responses to forms the logged in user completed or were assigned to

      x

      x

      x

      x

      Can view draft and archived forms

      x

      x

      x

       

      Can edit a form

      x

      x

      x

       

      Can delete a form

      x

      x

      x

       

      Can duplicate a form

      x

      x

      x

       

      Can archive a form

      x

      x

      x

       

      Can assign a form

      x

      x

      x

       

      Can view responses to all forms

      x

      x

      x

       

      Can edit responses to all forms

      x

      x

       

       

      Can delete responses to all forms

      x

      x

      x

       

      Can export CSV of responses to all forms

      x

      x

      x

       

      Can export PDF of responses to all forms

      x

      x

      x

       

      Toolbox - Build

      Can build a custom form

      x

      x

       

       

      Can convert a form to a template

      x

      x

       

       

      Can view templates

      x

      x

       

       

      Can view draft and archived template

      x

      x

       

       

      Can preview templates

      x

      x

       

       

      Can edit a template

      x

      x

       

       

      Can delete a template

      x

      x

       

       

      Can duplicate a template

      x

      x

       

       

      Can archive a template

      x

      x