The following table lists the actions available for Online Forms, along with the level of service where the actions are available and the associated user roles:

Admin

  • Sets up and configures online forms
  • Manages online forms questions
  • Manages steps for a submitted form
  • Can view all submitted forms
  • Can view all comments on submitted forms
  • Can comment on submitted forms
  • Can assign a submitted form
  • Can change submitted form status
  • Can contact applicant through form
  • Can complete a form for a contact
  • Can create, edit and run Online Forms reports with the Website Service
  • Can share blank PDF of online forms
  • Can edit submitted form answers

Manager

  • Can view all submitted forms
  • Can view all comments on submitted forms
  • Can comment on submitted forms
  • Can assign a submitted form
  • Can change submitted form status
  • Can contact applicant through form
  • Can complete a form for a contact
  • Can change Pass/Fail status of step
  • Can run reports with the Website Service

Online Form Reviewer

  • Can view all submitted forms
  • Can view all comments on submitted forms
  • Can comment on submitted forms
  • Can assign a submitted form
  • Can change submitted form status
  • Can contact applicant through form
  • Can run reports with the Website Service

Online Form User

  • Can view all submitted forms
  • Can view all comments on submitted forms
  • Can comment on submitted forms
  • Can assign a submitted form
  • Can change submitted form status
  • Can contact applicant through form
  • Can complete a form for a contact
  • Can change Pass/Fail status of step
  • Can run reports with the Website Service



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