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It is not possible to have two questionnaires opened at once – the user can work with one questionnaire at a time. To fill out another questionnaire, the user must save and close the questionnaire or discard changes and close it. | It is not possible to have two questionnaires opened at once – the user can work with one questionnaire at a time. To fill out another questionnaire, the user must save and close the questionnaire or discard changes and close it. | ||
[[Category:Woodford]] [[Category:Resco Mobile CRM]] | == Permissions == | ||
Permissions for Inspections entities (Question, Question Groups, Questionnaire) need to be set based on what action will the user perform on questionnaires. | |||
For Questions and Question groups, users – administrators – managers, who create and fill out questionnaires, should have a Read and Create permission (enable the Update permission only if it admins will need to modify questionnaires later). | |||
; User / Inspector: (a person who is filling out the questionnaires) | |||
* Read permission – required for owned records and records owned by the manager that creates the questions (e.g. Business unit level). | |||
* Create permission – is needed so the user can answer questionnaire templates and save the completed questionnaires. | |||
* Update, Delete permissions – users may not have these permissions unless they’re creating questionnaires themselves. | |||
; Administrator: (a person who us creating questionnaires, and gathering info) | |||
* Read permission – necessary for owned questionnaires. | |||
* Create, Update, Delete permissions – required at least for owned questionnaires. Delete permission is upon consideration. | |||
{{Note|If you want to enable viewing and updating all questionnaires available on the server for all managers, these permissions need to be set rather for a business unit.}} | |||
It is also possible to manage permissions by assigning ownership of Questionnaires to teams in the CRM backend. | |||
[[Category:Resco Inspections]] [[Category:Woodford]] [[Category:Resco Mobile CRM]] | |||