Before You Begin
Ensure you have administrative access to modify form types, sharing rules, and role settings in your Dazos workspace.
Creating Unique Pre-Assessment Forms
To create pre-assessment forms that remain independent when edited:
Navigate to your form management area
Create a new form or select an existing pre-assessment form
Ensure each version is tied to its own distinct Type
Configure the form fields and settings as needed
Save the form with its unique Type designation
💡 Tip: By assigning each form version to its own Type, edits to one form will not affect the others, maintaining their independence.
Restricting User Access to Treatment Programs
To limit a user's visibility to only specific treatment program records:
Navigate to user management or role settings
Select the user whose access you want to restrict
Adjust their Sharing Rules to limit record visibility
Modify their Role settings to align with their department or location
Save the changes
This configuration ensures users only see records relevant to their specific department or location.
Verification
After completing these steps:
Test each unique pre-assessment form to confirm they operate independently
Verify that restricted users can only access records for their designated treatment programs
Confirm that editing one form version does not affect others
Related Resources
For more detailed information on form management and user permissions, refer to the specific knowledge base articles on form types and sharing rules configuration.