Form Visibility
Form Visibility
Form visibility determines who can see and take action on a form or survey. Visibility settings are based on where the form is created (organization-wide vs. facility/clinic level) and the user’s role.
Global vs. Local Visibility
Global Forms
- Created at the Organization (Org) level.
- Visible to everyone across all facilities and clinics.
- Useful for standardized forms that apply across your entire organization (e.g., compliance checklists, universal intake forms).
Local Forms
- Created at the Facility/Clinic level.
- Visible only to users within that specific facility/clinic.
- Ideal for site-specific workflows, processes, or documentation needs.
Role Based Access
System Admins
- Can see and take action on all forms (both global and local).
- Full visibility across the entire organization.
Managers and Users
- Can see and take action only on local forms for their facility/clinic.
- Do not have access to global forms unless they are assigned to their location.
Role-based permission can be updated by System Admins and Managers at any time in Main Menu ☰ > User Management > Privileges
Key Takeaway
- The level at which a form is created determines its visibility.
- Admins always have full oversight.
- Managers and Users interact only with local forms relevant to their clinic/facility.
This setup ensures that organization-wide forms remain consistent, while allowing flexibility for local workflows.
