Edit forms permission needed
Form editing is limited to people with the Edit forms permission (QA) in the user access matrix.
Go to the staff areaPart 1 · Customer / supplier part
What the customer or supplier fills in through their personal link.
Customer-facing settings
The form, section by sectionEverything the customer or supplier sees, in order: questions, text, signature areas and document uploads. Change the wording, make a question required or optional, set its character limit, hide it, or add help text. Leave a box empty to keep the form as approved. Limits start at what fits in the box on the approved PDF; the box on the online form is sized to the limit.
Reading the questions from the form…
Form details
Sections and questionsAdd questions, document uploads, text and signature areas to each section. Every form ends with the declaration and electronic signature below.
PDF header and footerPrinted on every page of the completed PDF. Form numbers and SOP references are not printed.
Part 2 · Internal part (Syri use only)
Never shown to customers or suppliers.
Choose who fills in each Syri section and, where it differs, each field, and who signs each signature area. Each department has one step: it fills in all its fields and signs all its signature areas with one e-signature.
Route for this form after the customer submits:
The route follows the order of the sections: drag them to change it. Finance makes the final decision, so it is always last.
Save changesSaved changes are live at once for new applications and for those not submitted yet. Each save is recorded in the change log.
This is an approved controlled form. Its completed PDF keeps the approved layout, with the header and footer set above; changes made here apply to the online form. Raise a change control before changing a controlled form.
Change logEvery saved change to this form: who made it, when, and what changed.
| Changed on | Changed by | What changed | Note |
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