When a form has been 'distributed' to a group of clinicians, admins can monitor it's progress to ensure completion, download completed forms and flag forms that aren't progressing.
Searching: Find individuals based on their name.
Filtering: Only show forms based on their 'status, section completed, and if it's progressing.
Form status: Not started, Incomplete, Completed.
Form progress: Indicates what stage of completion the form is at.
Form actions: A detailed view of form completion, download complete PDF form, copy form URL.
Section Progress
When smart reminders are enabled, there will be additional columns that display on the forms response list view; Section progress and number of reminders sent.
What does each status mean?
"On Track" - if a reminder has not been sent yet to the current section assignee. Note: If a section does not have a reminder set then the status will display as on track
"Reminded" - a reminder has been sent to the current section assignee
"Not Progressing" - the section has been flagged as not progressing
Form Actions
Clicking view in line with a clinician name will open a new dialogue to display detailed form information.
Form progress: a detailed view of progress
Form preview: see a live view of form progress & download completed PDF
Actions: Retracting a form to previous section, reset form and start again (more information below)
Form Progress
The current section assigned and section progress status
who the section is assigned to, when it was assigned and the type of notification
The number of reminders that have been sent
The next scheduled reminder (if there is a scheduled reminder)
Previous scheduled reminder (if a previous reminder was sent)
Form Preview
Changing the view from form progress to form preview will show the form progress:
Incomplete forms: Preview the live data
Completed forms: Preview and download a PDF
Form Actions: Retracting forms
Form actions allow an admin to retract forms. After clicking 'view' in line with a clinicians name, press the 'actions' button to provide options for retracting a form.
Retract to previous section: Retracts the form to the previous section of the form, allowing changes to be made or a new person to be assigned to the form.
Reset form and start again: Completely restarts the form from the beginning of the form.
