In this article, we will walk you through the steps of assigning a form to athletes. Whether you're assigning a form you've created (if available in your package) or a template form provided by your organization, the process is straightforward.
We show how to assign the following forms:
Daily Logs & Post Workout
Steps to Assign a Form
1. Access the Assignment Tab
To begin, navigate to the Assign tab after cloning a template form or creating a new form. This is where you will manage your form assignments.
2. Select Assign Form
The assignment process looks a bit different based on the form you have selected. We go through this below.
General Form Assignment:
These forms can be assigned to individual athletes. You may use them for tasks like personal check-ins or custom assessments.
Choose a Start Date:
The start date determines when the form will be assigned and available for athletes to complete. This is particularly useful for pre-scheduling forms, such as a first-month check-in, which can be set up in advance to ensure athletes have the form when needed, without requiring you to manually remember to assign it.
Tip: Choose a start date that aligns with your athletes' schedule, so they can easily access and complete the form from both web and mobile.
2. Choose an End Date:
The end date specifies when the form will no longer be available. If the form is not submitted by this date, it will be removed. This is especially helpful for time-sensitive forms such as holiday travel logs, which should be removed once they are no longer relevant.
Note: If no end date is set, the form will remain available indefinitely.
Notification Settings:
You can choose whether to send a push notification to your athletes when the form is assigned.
Differing Start & End Dates
If multiple athletes are being assigned the same general form, you can set different start and end dates for each athlete. This allows you to tailor the assignment timeline based on individual needs. You can make this change from the assignment tab.
Post-Workout and Daily Logs:
These forms must be assigned to a whole team. They are typically used for tracking post-workout feedback or daily logging tasks for an entire group.
Select your team
2. Assign the form.
This will replace the current daily log or post workout form for this team.
Manage Assignment
At any time, you can add additional teams or individual members to an existing form assignment. Simply return to the Assign tab to manage the list of recipients and make any necessary updates.
Tracking Completion
Once the form has been assigned, you can track its completion status directly from the Assignment Tab. As athletes submit their forms, the status will automatically update to reflect whether the form has been completed or not.
