Form Dashboard Viewing Options

Form Dashboard Viewing Options

Viewing Options

The Form Dashboard offers two viewing options:  List View and  Board View. You can switch between them to suit your preference.


List View

The List View displays submissions in a condensed list format. Each item can be expanded to reveal additional details:

  • Report ID: Provides the ID of the form and a link to the submission.
  • Answer Summary: Shows all form fields configured for form previews.
  • Form Assignments: Lists all Contributors, Observers, or Investigators assigned to the form. You can edit tasks directly from the dashboard.
  • Task Reminder: Click the envelope icon to quickly send a reminder for open tasks in the selected assignment.
  • Quick Action Buttons:
    • Mark Closed: Closes the submission.
    • Reopen: Reopens a closed submission.
    • Delete: Removes the submission from the portal.


Board View

    The Board View organizes submissions in a tile format, making it easy to scan details at a glance. Each tile displays:

    • Report ID: Form ID with a link to the submission.
    • Form Type: Type of form submitted.
    • Classifications: Any classifications tagged to the submission.
    • Tasks: Displays the status of tasks using color-coded icons:
      • Blue: Tasks are in progress.
      • Green: Tasks are completed.
      • Red: Tasks are overdue.
    • Days Open: Number of days the submission has been open.
    • Submitted Date: Date the form was submitted.

    These options allow you to quickly navigate and manage form submissions based on the level of detail or visual organization you prefer.



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