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Form Roles

The Form Roles page is where you can establish a security model for an eForm.  After you create the roles for the eForm, you can then assign individual users’ roles on the User Roles page.  

ProcessMetric creates a basic workflow by creating approval sequences.  If you have a role that is an approval role and at least one user is assigned to that role, the “Archive option is removed when editing an eForm and it is replaced with an “Approve” or “Decline” option for all users who are assigned to an approval role.  

For eForms that restrict visibilty to create eForms on the Form Master page, this is where you can designate roles as “Creator.” 

Role Name

The role name is the name you will see on the User Roles page when assigning roels to individual users.  There is always a blank role on this page, which is where you an create a new role.  If you have several roles to create, click “Save” to save each new role which will provide you another empty row. 

Approval Sequence

For eForms that require someone to approve the eForm, this is where you can define the sequence that the approvals need to be sought. In the example above, there are two approval levels defined, and those roles will be shown on the bottom of the active eForm page.  If a user from a higher-level role approves the eForm, ProcessMetric will not require approval from the lower levels.  For instance,  in the screen above, if a user who is a Purchasing Manager approves the eForm instance before the user who is a Purchaser role approves the eForm, the Purchaser will no longer need to approve the form. 

Role Type

The role type is either Approver or Form Creator.  Form Creator is used in conjunction with the “Who can Create” option in the Form Master page.  Approver is used to create basic workflows for approving the eForm.

Require All

Require All is used in conjunction with the Approver role type.  If this option is checked, ALL users associated to this role will need to approve the eForm instance before the approval level is considered Approved. 

Delete

If you want to  delete a Form Role, check this option and save the form.  The Form Role will be permanently removed from this eForm definition and all eForm instances.