Making a Form Template Private
There are certain forms that are sensitive in nature (Record of Enforcement & Disciplinary Action, Incident Report, etc) and should not be visible to all Supervisors in the company.
Turning on Private
- Click on “Forms” in the main menu
- Click on “My Form Templates”
- Search for a specific form that you want to make private.
- Click on the name of the form to edit it
- Click on the toggle “Set Template As Private” so that the word “On” is green
- Click on Save and you are done