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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. You can change your view to see other statuses, by selecting a view from the pull drop-down view list. You can also create a custom view to change the fields and field order and filter by status. More about Views » 

Tip

When viewing any data table, you can sort the form list by clicking on a column name.

Image Added

The icons for each form from the data table are:



Description

Edit

Edit the submitted online form:

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

View

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

  • Open the submitted online form as a printable pdf.

Contact Applicant

  • 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
Panel

This is the Default View of the Submitted Online Forms data table.

Info

After viewing the form initiallyfor the first time, 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.

Viewing Submitted Forms from an Animal page

Panel

At the top of each animal page, you can see how many forms were submitted for that animal.

Click

on

the Submitted Online Forms link to view these forms.

Viewing Submitted Forms from a Contact

Panel

At the top of each contact page, you can see how many forms were submitted

for

from that

animal

contact.

Click

on

the Submitted Online Forms link to view these forms.

Info

There are additional settings that allow you to determine which contacts are added to your contacts list automatically. Some organizations prefer to only add contacts that have been approved to adopt/foster/volunteer rather than everyone who fills out an application. You can adjust this under Contacts > Contacts Settings

PDF Contract

PDF Contract: The PDF contract feature creates a PDF version of a submitted online form, automatically pulling pertinent information from the applicant's online form.  The PDF contract is set up by RescueGroups.org support.  For more information about creating PDF contract files online for your organization, fill out a support ticket.  For information on how to obtain support, visit the page, Getting Support in the Getting Started with RescueGroups.org guide.