How to Configure Interested Parties on a Form

This article will explain how interested parties work & how you can add them to a form. 

How Interested Parties Work

Interested parties allow you to add a user or group of users in the system who will be notified when the workflow of a report has been started. Archived users cannot be added as an interested party on a form and any Interested Party listed on the routing of a form will need a "Read" command in order to have access to any raised report they are a party on.

How to Configure Interested Parties 

Interested Parties are found in the "configuration" tab of a form, under "routing". Please note that the form does not need to be in draft for interested parties to be changed. 

They added via either the default or additional workflows.

• Default workflows are the standard workflow that will be applied to the report and as a consequence, this will contain the default interested parties you wish on this form
• Additional routes are for forms where you may need other people or teams to be able to work/be notified of a report. For example, if you have a report with a field that designates if a plane needs maintenance then you may wish to add an additional route that has a maintenance team as an interested party so they are made aware of this. These routes can be added via the "add route" button

To add an interested party into a route, you must select the downwards arrow in the rightmost of the route and click "edit"

From there, at the bottom of the pop-out, you will see where you can add interested parties 

To add a party simply type the name of the user or group into the search bar and then click the blue + button. 

To remove an interested party, simply click the red X on next to their name.