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There are two ways of delivering forms
. By default,
you receive all forms
you are responsible for completing and submitting. In addition, if you have the
right to a resource,
you will receive all forms designated for that resource, both pending and completed.
However,
through your profile, you can opt out of forms sent to the resources to which
you have rights.
As a result, you will only receive the forms that are sent specifically to
you.
Note the following about forms:
UsersEven when you opt out of resource forms, if you have the appropriate reporting rights, you will still have access to form data
through form reports
. Likewise, with appropriate permissions, you can change this right on your profile and/or assign this right to another person that you manage, by selecting it in the Advanced Options section of
their profile.
An authorized administrator can perform this task for the users they manage; the administrator can also make this change to their own user profile.
Use the search fields at the top of the page to locate the user. Search by role, resource type, and/or user ID (user name).
For more information about this, go to the procedure Edit a User.
To opt out of resource forms
- In the main menu, click Setup and, in the list, click Roles. The Roles List
- Locate the role and, on that row, click
- Edit
- .
- The Edit Role page opens.
- In the Select the
- Rights for this Role list, select the Form - Do not participate in forms for
- resources checkbox.
Tip: When viewing rights that you can add to a user's profile, a red asterisk (*) may appear next to a right. This indicates the right is inherited from this user's role. There is no need to add these to the profile, as the user already has these rights. - Click Save
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