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Panel

Overview

Table of Contents

The Submitted Forms Data Table

When you go to the Submitted Forms page for the first time, you will see the default status view with your currently pending/open applications in the data table.

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The icons for each form from the data table are:

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Description

Edit

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Edit the submitted online form:

  • Edit animal
  • Assign form to another volunteer
  • Change application status
  • Change the answers on the submitted online form

View

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View the submitted form with the answers provided by the user.

  • Steps: How many Steps are assigned to the form, how many have been completed, and what percentage of completed steps have passed (this appears only for forms with steps assigned)
  • Comments:  Add comments to the form. Only volunteers with the appropriate permissions will see these comments.

PDF

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  • Open the submitted online form as a printable pdf.
(manage interface only)

Contact Applicant

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  • Send an email to the applicant.

Form ID

123456

Clicking on the Form ID, gives you access to everything on one screen.

  • Open as PDF
  • View/Add Comments
  • Contact Applicant
  • Submit a New form for this Contact
  • Edit Form Details
  • Edit Answers
  • View Answers
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  • This is the Default View of the Submitted Online Forms data table.
 


Info

After viewing the form initially, you may want to change the status to Under Review, then assign the form to another volunteer to follow up on one or more of the steps (phone interview, vet check etc), then have that volunteer update the comments on the form, change the status and then assign the form to another volunteer for completion.

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