Smart Form Submissions | Tablet

Depending on the form permissions - This will determine who has access to the submission

SmartForms allow you to manage all your induction forms in one place — track progress, follow up, and ensure compliance effortlessly. Here’s how to get started:

Access SmartForms

Navigate to the menu bar icon and click Smart Forms.

Display Form Submissions

The Information is displayed in two sections that dynamically update regarding your filters or category/group by selections.

By selecting the recommended parameters on the Category Panel you will see that:

Listing of all companies who have forms assigned to them and the respective name of the form underneath that once selected will display further information in the adjacent panel.

At a glance you will be able to observe the status of all submissions in the graph:

New: Assigned to recipients

Active: Currently being completed by recipient

Approval: Has been completed and requires approval
Completed: Has been approved or completed

Filter Your Submissions

There are many options to filter your Submission like using the quick search bar or alternatively the filter options

1. Search Bar

2. Toggle Advanced Filter

3. Reset Filter

Advanced Filter

Sent to me: forms assigned to you

Sent by me: forms that you have assigned

Pending my approval: forms that require your approval

Category: filter by different form categories

Assignee (Company): filter by recipient company

Assignee (Contact): filter by person the form was assigned to

Location & Sub-locations: Filter by set Locations and Sub Locations

Status: filter by new, active, approval, completed

Due Date From & To: filter by dates

Show Deleted: show deleted forms

Reset: reset all filters

Please note that in the case of accidental deletion submissions can be restored by toggling the Show Deleted.

Information Panel

On the Information Panel you will see the relevant information regarding your selection

Select a Company/Form
Click on Submission to open up submission

Navigate each section by clicking on each dropdown allowing you to review each answer

Please note all entries have a timestamp and information regarding who filled it

Click on the cog icon and select History tab to see the activity and progress of data entry.

Print a copy of the selected form to excel

Approve or Reject the Form Submission

Depending on if the form has been set for approval you will see the options to Approve, Reject Submission.

Bulk Exporting to Excel

1. Select All the entries that you want to export results

2. Click Bulk Actions

3. Select Report

Your selected entries will be exported to excel.

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