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Version: 3.1

Manage organizations for a questionnaire

Overview​

This flow describes how to control which organizations can see and use a questionnaire in Care.

Pre-requisites​

  • The questionnaire is saved in Care, and you open it to change it. See Create a questionnaire.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create/Update QuestionnairesLets you add or remove the organizations of a questionnaire.

Note: You need this permission in the current organizations of the questionnaire. You also need this permission in each organization that you add.

Steps​

1. Open the organizations panel​

Open the questionnaire that you want to change.

In the Properties panel, click Manage Organizations.

Care opens a panel. Under Selected Organizations, the panel shows the current organizations as badges.

Note: When you create a new questionnaire, you select the organizations on the form. Care does not save the form until you select at least one organization.

2. Add an organization​

Under Add Organizations, click Search Organizations.

Enter the name of the organization that you want to add.

Click the organization in the list. Care adds a badge for the organization.

3. Remove an organization​

Find the badge of the organization that you want to remove.

Click the cross on the badge. Care removes the badge.

4. Save your changes​

Click Save.

Note: The Save button stays inactive until you change the organizations.

Note: To close the panel without saving, click Cancel.

Expected Outcome​

  • Care shows the message "Organizations updated successfully".
  • The organizations that you added can see and use the questionnaire.
  • The organizations that you removed can no longer see or use the questionnaire.

Concepts:

Flows: