Participants
To open the Participants tab, click a Task Template or the Need to add a task Template? Click here to add link on the Task Template screen.
The Participants tab allows you to add default participants to the associated task Template and set up participant screen authority.
The following fields appear on the Participants tab:
| Field | Description |
|---|---|
| Screen 1, 2, 3, 4, and 5 | Shows the name and arrangement of the custom screens associated with the task Template. |
| Work Flow |
When marked as a Work Flow, the task is forwarded from one user to the next in the order in which the participants are defined and can only be modified by the participant who currently “has” it. When it is not marked as a Work Flow, all participants can access the task without it having to be forwarded to them. Note: The Work Flow checkbox must be selected on the Task Templates Maintenance tab in order use this option. |
| User | The user ID of the participants chosen to by involved in the task. |
| Screen 1, 2, 3, 4, and 5 |
Displays the level of authority the associated participant has on the associated custom screen. Change: The participant has the ability to apply changes to the associated custom screen. Display: The participant can only display the associated custom screen. No Access: The participant has no access to the associated custom screen. |
| Multimedia |
Displays the level of access the associated participant has to multimedia attachments on the selected task. View All: Allows the participant to view all added multimedia attachments. Individual: Allows the participant to view only multimedia attachments they have added to the task. No Access: The participant has no access to any of the multimedia attachments. |
Click on a User to edit a user's authority on the User Accessibility screen.
Click the Need to add a user? Click here to add link to add a user to the associated task Template.
The following button allows you to complete your work on the Participants tab:
| Button | Function |
|---|---|
| Close | Closes the Participants tab and returns to the Task Templates screen. |