ATLAS FormBuilder - Removing Period Restrictions for Selected Users

This tutorial explains how to remove period restrictions for selected users in the phase permission settings.

For a video tutorial, check out:

 


Administrators can use phase permissions to give access to certain parts of the form to different security groups outside of the form's current period.

There are a few situations in which this lack of period restrictions might be necessary or useful.  Giving a group access to the Data Collection phase (initial phase of the form) outside of the designated period comes in handy when you want to:

  • Keep a registration form open to users that fall into a special group, such as club members, while cutting off access to other users

  • Give permission to a specific user who has extenuating circumstances or a conflict to fill out the form at an alternate time and date

  • Allow form administrators to have access without giving access to regular form responders


Step 1 - Navigate to your form's dashboard, and select Phases under the Data Collection and Form Lifecycle section.

Step 2 - Click the gear icon next to the phase whose permissions you wish to edit. Then...

Select Edit Phase/Permissions from the dropdown menu.

Step 3 - In the section that opens on the right side of the page, click the tab labeled Permissions.

Step 4 - Click on the Edit button next to the permission you would like to remove period restrictions from, or click + Add Permission if you are adding a new permission.

Step 5 - In the new pop-up window, check the box next to Allow the selected users to interact with this phase outside of the associated period to remove period restrictions for all users included in the permission.

When you are finished editing the permission, scroll to the bottom of the window and click OK.

Step 6 - Click the Save button in the permissions menu to finalize your changes.


For more information about form periods and phase permissions, check out ATLAS FormBuilder - Adjusting Form Periods and ATLAS FormBuilder - Maximum registrants for period and waitlist features.



Keywords:
atlas, formbuilder, support, period, restriction, data, collection, review, approval, archive, phase, permission 
Doc ID:
80665
Owned by:
Beckett A. in University of Illinois LAS
Created:
2018-03-06
Updated:
2024-10-16
Sites:
University of Illinois Liberal Arts and Sciences