Business Rule Fields for CMO Forms.
Each of these settings can be found by following this path in CMO:
- Log in as an Admin.
- From the home screen, click Admin.
- Click Business Rules from the side bar menu.
- Click your company name.
- You will automatically land on the Business Rules Settings page.
- From here, click the Fields tab in the top left corner of the page.
- Navigate to the Forms section of the page.
The table below describes setting options for the Forms section on the Business Rules - Fields page.
Note: Event and Form can be used interchangeably. However, CMO recognizes a template as a Form, and an Event is the specific object created from the template.
| Setting |
Functionality |
| Show Leeway? |
This allows a leeway to be defined for scheduling so that the event will not become overdue until the due date + the leeway are passed. This provides additional days past the normal due date of an Event to allow reporters additional time to complete the Event. |
| Show Email Recipients? |
If checked, the creator/scheduler of an Event can input email recipients upon creation or completion of an Event. |
| Show Executive Summary / Recommendations |
When checked, the Executive Summary / Recommendations fields appear on Events. These are accessed in the Edit Event screen, as well as in the comment area of a question within an Event. |
| Allow Multiple Reporters per Form? |
When checked, more than 1 reporter can be assigned to an Event. |
| Allow Reporter to change Score at end of Forms |
When checked, a pop-up message will display at the end of the Form which allows Reporters to adjust the score. |
| Show Event Date |
When checked, the Event Date will display on the Event register. |
| Only schedule 1 Form for all Reporters |
When checked, all Forms will use a single copy of an Event rather than scheduling multiple Events. Note: This should not be disabled if the user's CMO environment has Events that have been scheduled using this functionality. |
| Allow Copy Previous Functionality |
When checked, Events will have a Copy from Previous feature. This allows users to copy responses from a previous event into a new Event. |
| Prompt Reporter if multiple Events are scheduled for the same day |
When checked, a warning will display if more than one Event has been scheduled for that user in the same day. This keeps the same user from having multiple audits in one day. |
| Allow Parent Category on Event Form |
When checked, the Parent Category will display on an Event Form. |
| Show Enable for Last From Report |
When checked, this allows users to select a Form Template, Org Unit, and Event in the Last Event Report. The report generates information on the last Event completed using the selected template, at the selected Org Unit/Entity. |
| Show Title, Doc Type & Doc Folder when adding attachment in a Form |
When checked, a user can enter/edit the Document Title, Document Type, and Document Folder when adding an attachment to a Form. Additionally, when checked, the Select Document Fields button will appear. The Select Document Fields button allows the user to configure exactly which fields will appear on the Form attachment. |
| Select Document Fields |
| Filter by Event Date, not Due Date Filter |
When checked, the Event register will order the Event Date column by the date that Events were created rather than by Event due date. |
| Event register status filter displays status based on Form(s) selected |
If checked, Form templates can be assigned a number of statuses, and do not contain all statuses available in the environment. This assists in narrowing available statuses down in the Event register. |
