Apps created in Altova RecordsManager offer granular options for managing user access and configuring reminders and notifications based on user roles.
The roles that are available in RecordsManager apps fall into three categories:
The Users tab in the admin interface shows a list of active and deactivated users and lets the admin add new users and assign them to one or more roles.
The admin can define any number of roles, each of which can have access to different forms, allowing for precise control over which records and fields users can access and/or edit.
A user can be given one or more roles and added to an alert group.
In addition to form access, the admin can limit user data access via previously defined filters - one for viewing records and another for editing them.
To avoid errors, an Access overview button gives an admin a quick overview of all the forms a particular user can access based on assigned roles and data filters that restrict user data access.
Apps created in Altova RecordsManager include built-in functionality for reminding users about important dates and deadlines via reminders sent to alert groups.
An Alert Group defines a group of users who will receive reminder notification emails concerning a particular event. Any number of alert groups can be defined.
The way users are assigned to alert groups is very flexible:
A reminder notification is simply a calendar event and can be set on any field within a record. Therefore, each record can have its own reminder(s).
Reminders have the following functionality:
In addition to receiving optional email reminders, users can review all past due and approaching reminders on the overview page when they open the app, ensuring that important reminders are always accessible.
Apps build in Altova RecordsManager are designed to be easy for both system administrators and end users. Read more about how tools like easy navigation, straight-forward data searches, and guided data entry get end users up and running in no time.
RecordsManager is a free, pre-built MobileTogether solution that is available for you to start using when you install MobileTogether Designer. Use the link below to download and install the free Altova MobileTogether Designer to get started on your first RecordsManager app.