Administering Forms

Owned by Educonnex Support
Last updated: 27 Mar, 2024
2 min read

This section outlines the functionality available to Forms Administer (only) to administer their system.

Archiving a Form

A Form Creator can Archive their own Forms.

A Forms Administrator can Archive all Forms and Templates on the system.



1. Select Actions

2. Select Archive









A Warning message will appear allowing you to Proceed or Cancel your Archive request.



 

Locking a Template

Locking a template is functionality designed to ensure consistent usage of a form across an organisation.


Go to: Templates

1. select the Template you wish to Lock

2. Select Actions

3. Then Edit Template





4. Select Lock this Template

 

Once Locked a Template can be Unlocked, but only by a Forms Administrator.






 

 

 

Administration Pages within the Forms Dashboard

Forms Administrators in additional to the standard Forms Menu items also have the following functionality options:

Approvals

Labels

Users



 

 

Approvals


This page displays a summary of Forms and their Approval Status.

 

 

 



Labels


This page contains a summary of all the Labels created available to be assigned to your Forms by your Form Creators.

Labels can also be added, deleted, or amended in this area of Forms.

 

Users

This page contains a summary of all registered Forms Users being either:

1. a Form Administrator

2. a Form Creator

3. from the corresponding page (Administrator or Creator) additional Users can be added by Users holding the required permissions.

4. Users can be Deactivated using the Actions button and selecting the No Role Assigned option.