Participants
Use the Participants tab to add default participants to the associated task template and set up participant screen authority.
The Participants tab is accessed by clicking a Task Template or the Need to add a task Template? Click here to add link on the Task Templates screen, then click the Participants tab.
The fields on the Participants tab are:
| 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 to use this option. |
| User | The user ID of the participants chosen to be 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.
|
| Multimedia |
Displays the level of access the associated participant has to multimedia attachments on the selected task.
|
Click 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.
Click Close to close the Participants tab and return to the Task Templates screen.