List of Filled Out Forms

Each user according their permissions and admins can view submitted form details.
The display allows filtering / searching forms by predefined values.

Permissions:

• Admins - can view all of the organization's responses.
• Each user can view the forms they began answering.
• Each user can view the forms they completed.
• Managers can view all forms their employees started or completed.
• Location (Site) and Equipment managers can view all forms answered by any employee, if they are associated with the location/equipment they manage.

How to Proceed:

1. Click on the form results screen in the side menu, it will display a list of all forms in the system.
2. For each employee the details will be displayed according to the existing columns in the table.
3. Column arrangement - to add/remove/rearrange the displayed columns, click on the three dots button on the upper left side and choose "Column Management":
4. The screen will show two lists - the list of existing attributes and the list of available attributes to add.
   To add - select the attribute from the available list and click the green plus button.
   To remove - select the attribute from the existing list and click the red cross button.
   To rearrange - drag the attribute up/down in the existing list.
   Sorting by columns - in order to sort the table by a specific column, click on the column name, and that will organize the items from small to large values. An additional click will sort from large to small values, and a third click will cancel the sorting by that column.

Form Filters:

Each user according their permissions and admins can view form details. The display allows filtering/ searching forms by predefined values.

1. Click on the form results screen in the side menu.
2. Each column title has a "funnel" icon right next to it.
3. Clicking on it will open a list of possible values for that column.
4. You can click and filter one or more values. You can also search for a value from the opened list by typing the value.

Data Export:

According to the displayed forms screen, you can export the data to an Excel file.

1. Click on the form results screen in the side menu.
2. Apply the necessary filters to the displayed table (if required).
3. Click on the three dots on the upper left side.
4. Click on "Export to Excel".
5. The system is processing the form and within a few seconds, it will automatically start downloading in Excel format.