...
Once you have made any changes, select Save to keep them or Cancel to discard them.
Editing Locations and Visibility Restrictions
The Locations and Visibility Restrictions tab will show an item for each location you have added. To specify the exact location and the conditions required for the form to appear, select … > Edit by the location in the list.
...
Select Next to progress to the next step. In the second section, you can add any necessary restrictions to control when the form is available. The restrictions available here will depend on the record type you have chosen. The full list of available restrictions is shown below in this help page.
...
These include:
Programmes – This restriction is only available for forms for Learners. Here you can restrict the form to only appear for learners on certain Programmes.
Sites – This restriction is only available for forms for Learners and Applicants. Here you can restrict the form to only appear for records linked to certain Sites.
Review Types – This restriction is only available for forms for Learners in the Review Details location. Here you can restrict the form to only appear for reviews of certain Types.
Extra User Types - Here you can restrict the form to only appear for the user type that has been selected.
Notification Direction – This restriction is only available for forms for Learners in the Notifications location. Here you can restrict the form to only appear for notifications of a certain Direction.
Notification Reason – This restriction is only available for forms for Learners in the Notifications location. Here you can restrict the form to only appear for notifications of a certain Reason.
Activity Classes – This restriction is only available for forms for Activities. Here you can restrict the form to only appear for activities of certain Classes (Call, Email or Appointment).
Visibility Group – This restriction is available for all records. Here you can restrict the form to only appear when the record is accessed by a PICSWeb User in a certain Visibility Group.
...
Once you have finished, select Save to confirm your changes or Cancel to discard them.
...
None
Details – The Details panel at the left-hand side of the Application Summary.
Summary Additional Forms – A dedicated Additional Forms tab in the Application Summary.
UDF Restrictions
The following restrictions are available to add to a location, depending on the record type:
Programmes – This restriction is only available for forms for Learners. Here you can restrict the form to only appear for learners on certain Programmes.
Sites – This restriction is only available for forms for Learners and Applicants. Here you can restrict the form to only appear for records linked to certain Sites.
Review Types – This restriction is only available for forms for Learners in the Review Details location. Here you can restrict the form to only appear for reviews of certain Types.
Extra User Types - Here you can restrict the form to only appear for the user type that has been selected.
Notification Direction – This restriction is only available for forms for Learners in the Notifications location. Here you can restrict the form to only appear for notifications of a certain Direction.
Notification Reason – This restriction is only available for forms for Learners in the Notifications location. Here you can restrict the form to only appear for notifications of a certain Reason.
Activity Classes – This restriction is only available for forms for Activities. Here you can restrict the form to only appear for activities of certain Classes (Call, Email or Appointment).
Visibility Group – This restriction is available for all records. Here you can restrict the form to only appear when the record is accessed by a PICSWeb User in a certain Visibility Group.