Smart Form Submissions
Depending on the form permissions - This will determine who has access to the submission
Form Submissions will display a list of forms that have been distributed for completion and their status.
Commnia gives you many ways to manage and review submissions - great to keep track of inductions and others forms submitted.
Commnia gives you many ways to manage and review submissions - great to keep track of inductions and others forms submitted.
Navigate to the menu bar icon and click Smart Forms under Quality + Safety.
There are many options to filter your Submission like using the quick search bar or alternatively the filter options
Filter Options:
- Search by Name: searches for name of form or category
Recipient Company- Assignee
- Category
- Status
- Due Date From & To
- Location & Sub-locations
Forms sent to me- Forms sent by me
- Pending Approval
- Show Deleted
Please note that in the case of accidental deletion submissions can be restored by toggling the Show Deleted.
The Information is displayed in two sections that dynamically update regarding your filters or category/group by selections.
1. Category - Filter by Categories assigned at the point of creation of the template
Please note to make multiple selection open the drop down and select another option
To Remove selections click on the x button
2. Group By:
Category: Default View
Location: Filter by Form Locations - allowing you to select the location and view all submission for that location.
Template: Filter by Template created - allowing you to select a template and view all submission for that template.
Category: Default View
Location: Filter by Form Locations - allowing you to select the location and view all submission for that location.
Template: Filter by Template created - allowing you to select a template and view all submission for that template.
Recipient Company - allowing you to view submission assigned to the company
On the Category Panel you will see that:
The Group by selection will appear at the top (in this example it's Recipient Company)
The Name of the form at the bottom - designated name at time of creation
The Name of the form at the bottom - designated name at time of creation
At a glance you will be able to observe the status of all submission relating to your filter and category choices on the right
On the Information Panel you will see the relevant information regarding your selection on the category panel
Select an Option
Click on Submission to open up submission
Click on History to see the activity and progress of data entry.
Print a copy of the selected form.
Approve or Reject the Form Submission
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