A forms solution has many types of users who may perform different tasks, solve different problems and search for different information.

Use personas to divide your target audience into individual groups of people to cater to different interests and needs.

Each persona includes target landing pages and content to go with them. Landing pages are forms used by workers to perform certain activities.

TotalAgility provides the following default target landing pages (forms):

• Case Worker: Used by a case worker to view the list of assigned cases, irrespective of pending work; or to view a work queue within a case, including work assigned to other people and other case-related content.

• Task Worker: Used by task worker (user) to view the list of activities that are assigned directly to the user. Notes display the list of the task worker notes that can be viewed in a pop-up on clicking the note items.

• Administrator : Used to view the health of the system, reactivate suspended jobs, log out users, or perform other administrative tasks.

• Supervisor: Used by supervisors to see the work of people in their team and the work related to cases involving their teams. Notes display the list of the supervisor notes that can be viewed in a pop-up on clicking the note items.

  Note You can view these forms on desktop, phone, and tablet. You can customize these forms as required. Each form has Quick Links that redirects the resource to respective pages.