On the resulting page, search for the organization(s) you would like to move. Once your list is ready, choose an umbrella and category from the drop down provided. This is where the organization(s) will be moved.

Now, you must match up the organization profile fields in the current umbrella (source fields) to those of the umbrella you are moving this organization to (target fields). Double-check that all match up so that the information is moved over correctly.

Click Submit at the bottom of the page to confirm the move.

On the organization creation page, you are required to enter a full and short name for the organization. You can also change the org category, enter an administrator by e-mail address, and setup a password. Use the checkboxes at the bottom of the page to copy over information from the umbrella’s template organization. To finalize the new organization, click Create. This process will not add you as an administrator of the org.

After you’ve successfully created the organization, it will be viewable on your Organizations list. To fill out the organization’s profile, click the Edit option on the right side of this interface.

On the middle of this page, locate the section titled Update User Accounts. Here, you can choose to add users to an existing group within your organization, based on form status (approved/denied/deferred). The users you select must already be a part of your organization for the move to be successful.

Click Submit to finalize the update.

Select a particular status and click Submit. This will bring you to a messaging page. At the top of this screen, you will be provided the number of people you are sending a message to. Type in your message and when ready, click Submit.

You can view the reviewer’s decisions under the Status column. If the status says Pending, the reviewer has not yet made a decision. If the status says E-mail not sent, the reviewer has not yet received the email notification and won’t do so until you click Send. If you would like to add an additional reviewer, click Add Reviewer in the top right of this interface. The resulting pop-up will not only allow you to add new reviewers, but edit existing ones as well.

Remember, reviewer decisions have no impact on an administrator’s final approval or denial of the form.

Clicking this will show only pending submissions within the Forms Dashboard. If you access the Forms Dashboard by clicking on the form name, it will show all existing submissions. To filter the forms status, choose from pending/deferred/reviewed/all in the red box shown below.

To make form decisions in mass, select submissions from the list and choose one of the options in the blue box shown above. If you want to decide submissions individually, select a specific instance. This will display the user’s submission, on which you have the option to Take Action. Choose a status from the provided drop down.

As you decide pending submissions, they will be moved to the Reviewed category on your submissions list.

 For a breakdown of user responses, click on the Results tab.

All form questions will be listed on this page. Every question will have a bar graph, totals, and percentages. An example can be seen here below.

By default, only the top five answers are shown for each question. Click the blue hyperlink provided to see all submitted responses. If you would like to compare the results of two questions, click the Compare option on the bottom left of each question. If you have any questions about this process, click here.

To export or print this page, locate these options in the top right of your screen.

To setup a scoring committee, first select the Forms module from your organization’s lefthand toolbar. Next, locate the form on which you’d like to add a scoring group. Hover over the form name and click Edit. This will bring you into the Form Builder. Select the Settings tab in the top left of the interface, then click on the sub-tab labeled Scoring.

This is where you will set up your scoring group. In the selection drop down provided, you will see all of your organization’s existing groups. Select a group to act as your scoring committee and enter the minimum number of required scores. For questions about group creation, click here.

This will allow each member of your scoring group to score and make comments on incoming form submissions.

The form’s final approval or denial is still controlled by the organization’s administrators.

This will bring up the organization’s profile information. Make your desired changes and click Next at the bottom of the page. Continue this process until you’ve gone through every page and see the Finish button.

If you are an umbrella administrator, you can make these changes by going to the Organizations list on your umbrella toolbar. Locate the organization you’d like to alter and click the edit button on the right side of the interface.

This will bring up the organization’s profile information. Make the desired changes under the Full and Abbreviated Organization Name fields. Click Next at the bottom of the page until you see the Finish button.