Form Dashboard
What is the Form Dashboard?
The 
Form Dashboard offers situational awareness for Form Owners, enabling them to track the progress of submissions they manage throughout the form life cycle.
Who Can View the Form Dashboard?
Form Owners Can access the 
Form Dashboard within 
Form Management.
Using the Form Dashboard Filters
The Form Dashboard provides several filters to help Form Owners quickly find and manage specific form submissions. Here’s how to use each filter:
Sort By: Select the attribute by which you want to sort the results (e.g., Created Date).
Sort Direction: Choose Descending or Ascending to order the results.
Form Status: Filter by the current status of the form (e.g., Submitted).
Classifications: Specify any classifications applied to forms.
Submitted By: Filter by the user who submitted the form.
Regions: Narrow results by region.
Locations: Filter by specific sites or offices.
Show Forms I am a: Filter based on roles assigned to you (e.g., Form Owner).
Form Type: Choose the type of form.
Report ID: Enter an exact Report ID to locate a specific submission.
Minimum Risk Score: Filter by submissions meeting a minimum risk score.
With Tasks: Show submissions with associated tasks.
Answer Text: Search submissions using keywords from free text fields.
Include Posted: Check this box to include public submissions in the results.
Date Range (From - To): Select the date range for submissions you want to view. Both From and To dates are required.
Once your filters are selected, click Search to apply them, or Reset Filters to clear all selections. You can also save your filter set for future use.
What Submission Information is Displayed?
The 
Form Dashboard provides a snapshot of key information for each submission:
- Answer Summary: Shows all fields that are included in form previews.
- Assignments: Lists any Contributors, Observers, or Investigators assigned to the submission.
- Quick Action Buttons:
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Preview: Offers a quick preview of the submission's content..png)
Edit: Allows direct editing of the form submission..png)
Mark Closed: Closes the submission..png)
Delete: Removes the submission.
This dashboard provides an efficient way for Form Owners to manage and monitor form submissions.
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