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 or a template form provided by your organization, the process is straightforward.

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.

How forms can be assigned:

Manual
Select individual athletes or teams.

2. QR Codes

Share a QR with athletes for easy onboarding for form assessments.

Assignment Steps:

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.

3. Assign Cadence

For general forms a cadence of when the form is reassigned can be set. Review how to do this here.

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.

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.