Restrict or Manage Form Visibility

To restrict or manage which divisions have access to individual forms in the system, follow these steps:

Step 1: Access the Administrator Dashboard

Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Navigate to the Form Manager

Locate the Forms menu at the top of the page and click on it. In the dropdown list, select Form Manager.
Each form will have an option to adjust Division Assignment individually.

Step 3: Access Division Assignment

Inside the Form Manager, you'll find a column titled Division Assignment. This is where you can restrict which divisions have access to individual forms.
Locate the form to restrict or manage. Click on the pencil icon under the Division Assignment column next to the words ‘Public’ or ‘Private’.

Step 4: Adjust or Restrict Division Forms

Review the list of divisions that currently have access to the form, indicated by a check in the checkbox. If you want to restrict the form from certain divisions, simply remove the checkmark next to those divisions.
To make the form available to all divisions, check the Make Public checkbox.
Once you've made the necessary adjustments, ensure you save the changes by clicking the "Submit" button.

Step 5: Confirm Division Assignment

To verify your changes, return to the Form Manager.
Observe the division assignment status for each form. A form assigned to all divisions will reflect a Public status, while a form assigned to specific divisions will reflect a Private status.

Step 6: Form Visibility Check

Navigate back to your Administrator homepage.
Select the divisions you previously configured to confirm if the assigned forms are now visible or hidden.