Create Form Level Setting - Allow change of finding Org Unit/Entity
Create Form Level Setting - Allow change of finding Org Unit/Entity
A form level setting is implemented in CMO application for an Administrator or a User who will be now able to create a Finding in an Event that is related to an Org Unit/Entity other than Org Unit/Entity of the Event. With the new setting which is implemented as a checkbox “Allow Change of Finding Org Unit/Entity”, the Administrator/User will be able to allocate Findings to other parts of the Organization.
Note: The same setting is available for Actions in CMO.
Steps to Enable the Checkbox
- Log in to CMO web application
- Go to Admin > Forms.
3. Create a new Form or edit an already existing Form.
4. Edit the desired form and scroll down to see checkbox “Allow Change of Finding Org Unit/Entity”.
5. Checking the checkbox will enable the Administrator/User to allocate Findings to other parts of the Organization.
6. To allocate to another part of organization to Findings, go to Event List > Click on any desired Event Title from the list of Events > Finding/Action > New Finding.
7. A New Finding pop up window appears.
8. The Administrator/User can choose Org Unit/Entity from the respective field dropdowns.
9. When the checkbox “Allow Change of Finding Org Unit/Entity” unchecked, the Administrator/User cannot be able to edit the Org Unit/Entity as the fields will be hidden.
