The following information should be provided when requesting end user access to Forms and Workflows to ensure the quickest turnaround:
- Name of the Form
- Name of the Workflow
- Users or User Group
- For Forms only access, please indicate if an entire user base should have access; All Employees, All Students, etc.
- If the requested access is for users that are part of the workflow (i.e. approvals, processors, etc) please answer the following:
- Is the user/group a part of the same department/unit that owns the the Form/Workflow process
- For example: If the provost office owns the form and workflow, but access is needed for OSP office staff to approve a Grant related step, indicate appropriately
- This is important for naming standard purposes in Etrieve Security
- Do they need Workflow Monitor
- Usually should be limited to Power Users or Departmental Admin Users
- Will the users/groups need access to the documents in Content
- This may require some follow-up