Allow multiple users in same org to work together on forms
Sometimes the applicant is either not the person or the only person that would need to access the follow-up form (report). It would be great to be able to let the assignee delegate the assigned follow-up to another contact in their organization or that more than one person be able to access the form. Same for the application. Allow multiple users within that request to edit and access the application and applicable forms.
the collaborator functionality allows multiple users to work on applications.
Please let us know if further work is needed to meet this request.
9 commentsComments are closed
The collaboration tool is useful but not fully realized. There are several other ideas floating in the lab that pertain to this that should be appended onto this tool. The ability of the lead applicant to share name/contact info with the administrator to facilitate communication. The ability of lead applicant to delegate the whole process and be a cc: on the process instrad of where all the communication must go. These are just a couple I can think of but tere are other ideas in the lab.
An issue I've run into for Follow Up forms is that the collaborator feature is only available to the applicant, who the request overall is assigned to and not for the organization's users. Albeit you can select others from the organization to assign a follow up form to but they would not be able to use the feature seeing as they are not the applicant just the assignee.
In other words you would have to either reassign the request to that individual or assign the follow to the current applicant so they can then invite them and any others.
Cathy Lee commented
Yay. Thank you. :)
Gina Kelly commented
Does the collaborator functionality apply to follow up forms?
I didn't realize this feature included follow up forms - that's great!
Isn't this what the collaboration tool does?
Gina Kelly commented
I love this idea! I hate having to advise sharing log-in information to organizations that have multiple people working on applications or follow ups.
Any updates on this yet?
It would be great if this functionality applied to LOIs and Applications as well. At larger institutions such as Universities, there is often more than one person who needs to add information into a form and it may not even be the person who is designated as the lead.