Form assignments (Contributor, Observer, Investigator)

Form assignments (Contributor, Observer, Investigator)

What is the Multi-User Assignment Feature?

This feature allows additional users to be assigned to form submissions with specific roles: Contributors, Observers, or Investigators.

Contributor Role
Grants the user permission to view and edit the form, essentially acting as an additional submitter.

  • Who Can Assign: Contributors can be assigned by any user while the form is in DRAFT status. Once submitted, only Form Owners or Investigators can add additional Contributors.
  • Example: A user creates a Safety Report and assigns another user as a Contributor who witnessed the event and can provide more details.

Observer Role
Provides read-only access to the form without editing or commenting privileges.

  • Who Can Assign: Only Form Owners or Investigators can assign Observers, and only after the form has been submitted.
  • Example: A Safety Committee group could be added as Observers on a Safety Report for awareness without needing edit or comment access.

Investigator Role
Allows users to view, comment, and access certain secure sections of the form.

  • Who Can Assign: Investigators can be assigned by Form Owners or other Investigators, but only after form submission.
  • Example: A Form Owner may assign additional team members as Investigators to assist with examining a Safety Report incident.

Note: Once a user is assigned any of these roles, the system automatically sends them an email with details about their assignment.

    • Related Articles

    • Form Dashboard

      What is the Form Dashboard? The Form Dashboard offers situational awareness for Form Owners, enabling them to track the progress of submissions they manage throughout the form life cycle. Who Can View the Form Dashboard? Form Owners Can access the ...
    • Form notifications and configurations

      What is the Form Configuration? The Form Configuration feature provides a detailed overview of the setup and configuration for a specific form, including posting rules, notification settings, and integration mappings. Who Can Access Form ...
    • Form Dashboard Viewing Options

      Viewing Options The Form Dashboard offers two viewing options: List View and Board View. You can switch between them to suit your preference. List View The List View displays submissions in a condensed list format. Each item can be expanded to reveal ...
    • Form Management page

      What is it? The Form Management page allows Form Owners to view and manage configurations and content on their organization's forms. Who can access the Form Management page Any user who is a Form Owner Form Management page is located in the Form ...
    • Available form templates

      What form templates are available to Baldwin clients? Baldwin offers over 70 customizable form templates that can be added to your portal at no extra cost. Click Here to view a list of available form templates. Need a form added to your portal? ...