Form Tagging

Quickly assign forms to different users in Casebook by identifying if a form should be available to all license status, provider types, and whether a form should be available to applicants.

Applies to: 
cb Admin

In cb Admin - under Providers > Forms, you can assign each form a specific access rule. 

Should this form be available to all license status, provider types? *
Yes - specified form will be available to all license statuses and provider type i.e. active status and foster family
No - you will be prompted to create an access rule for specific form. Specifically identify which license status and which provider types can see this form. 
  • click on add access rule 
  • fill out the rule for provider types and license status. You can select more than one of each.
  • You can create as many access rules as you need per form 
example: 
Should this form be available to cb Access users? *
Yes - specified form will be available to all cb Access users which are external users at this time (i.e. applicants)
No - specified form will not show up in the menu for cb Access users 
 
Note: The default access setting is that each form will be available to all provider types and licenses status, and each form will be available to cb Access users. To change the default setting you will need to update the access for each form.