Introduction: This guide provides instructions on how to configure form groups and add them to users for the purposes of sending the appropriate disclosures via the Tracker BI app.

Step 1: Connect forms to the Request Type.

1	Navigate to Administration>Forms Matrix (Domain 338).	_{Navigation Toolbar} _{Administration Search: Forms Matrix}
2	In the Derived Request Type search field, enter “Tracker BI.”	_{Searching for Derived Request Type}
3	Click the Refresh button. Note: It may say Search instead.	Refreshing Search Results
4	Click on the Tracker BI line item in the search results.	_{Tracker BI in the Search Results}
5	Click the Forms tab in the navigation menu on the left side of the screen.	_{Forms Tab}
6	In the section titled Forms, click the Add button.	_{Add Forms Button}
7	Search for the desired forms. Note: There are more search fields than the ones shown in the image.	_{Forms Search}
8	Select the checkboxes to add the desired forms.	_{Selecting Forms}
9	Click the Select button.	_{Select Button}
10	Repeat steps 6-9 as many times as needed.
11	Click the Save and Close button when you have added all the desired forms.	_{Save and Close Button}

Step 2: Create a new Forms Group.

1	Navigate to Administration>Forms Groups (Domain 224).	_{Navigation Toolbar} _{Administration Search: Forms groups}
2	Click the New Form Group button.	_{Add New Form Group Button}
3	Enter a new Group Name. Note: It must be unique.	_{Group Name Field}
4	Enter your reason for adding or changing.	_{Reason for Adding/Changing Field}
5	Click the Add button.	_{Add Button}
6	Search for the desired forms.	_{Forms Search}
7	Select one or more forms.	_{Selecting Forms}
8	Click the Select button.	_{Select Button}
9	Click the Save button. Note: Clicking save will save your form group and return you to the Forms Groups domain.	_{Save Button}

Step 3: Connect the Form Group to Individual Users.

1	Navigate to Administrator> User Access (Domain 300 ).	_{Navigation Toolbar} _{Administration Search: User Access}
2	Search for a specific user.	Searching for a User
3	Click on the user to open their access record.	User Access Record
4	Click the Forms Groups tab on the left side of the page.	_{Forms Groups Tab}
5	In the Forms Group section, click the Add button.	_{Add Button}
6	Search for the form group(s) you created.	_{Searching for a Forms Group}
7	Select the form group(s) you want to add. Note: If you only want to add one form group, you can simply click on the line item to add it to the user record.	_{Selecting a Forms Group}
8	Click the Select button.	Select Button
9	Click Click the Save and Close button when you have added all the desired Forms Groups.	_{Save and Close Button}
10	Repeat steps 1-9 for each user as needed.

Docupace Platform User Guides

Configuring Form Groups and User Access in Tracker BI

Table of Contents

Step 1: Connect forms to the Request Type.

Step 2: Create a new Forms Group.

Step 3: Connect the Form Group to Individual Users.

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