Form Security Levels

Clinic administrators should create security levels for staff working with PDF forms. Without these security settings, anyone with access to an orders grid (in Appointments, Orders, Inj/Ill Visit, or CWA) could access a form, make changes, and permanently flatten it.

Go to Utility > Security > User Information. In the Form Access field for each user, decide among the following choices:

Choice	Description
N	No access to forms (user cannot open forms)
O	Open for review (user can view forms, but cannot save changes)
C	Can alter forms (user can view, edit, and save forms)
A	Administrator of forms (user can view, edit, save, flatten, and sign forms, etc.)