Reassigning the Owner of a Form

Reassigning the Owner of a Form

How do I reassign the owner of a form? 

Administrators, Managers
When a user creates a form, they automatically become the owner of the form.  Manager and administrator roles may have the ability to reassign the form to a new owner. A form may need to be reassigned if someone else needs to complete the form (e.g., staff), but it was created by someone else (e.g., Manager). The ownership of a form is a safeguard to ensure a non-owner interferes with the completion of a from that is not their own.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Form Ownership Privileges

Settings > Provider Build > Maintain Privileges > Forms:

 "Is able to edit the Form Creator"

Reassigning the owner of a form

  1. Open a form.
  2. Change the Form Creator.
  3. Update the form.




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