Manage Forms and Evaluations

Manage Forms

You can review the status of each form in Compact2Learn.

• Sent: the form was sent to the first recipient.
• In Progress: the recipient or first recipient in a multi-respondent workflow started filling out the form and saved their progress. The next recipient will not receive the form until the previous recipient completes and submits their step.
• In Review: the first recipient in a multi-respondent workflow completed their section of the form and submitted it to the next recipient.
• Submitted: the final recipient submitted the form. You can now review the completed form.
• Approved/Complete: you or another institutional administrator approved the completed form. It is now locked and recipients cannot edit their sections.

1. Click Forms.
2. Click Submissions.
3. Click the paper icon for each experience or click Expand All to view all forms.

Review and Approve Submitted Forms

Once a form is in Submitted status, you can review and approve it. You can view the responses from all recipients as well. Once you approve a form, it is locked and recipients cannot edit their sections. Access submitted forms in two ways:

Resend Forms to Recipients

You can resend email notifications to recipients to remind them that they must complete a form.

1. Click Forms.
2. Click Submissions.
3. Click the paper icon for the experience.
4. Click resend.

Unapprove Forms

If you approved a form, you can unapprove it so recipients can make edits.

Change a Form Workflow

Once you send a form, you cannot change its workflow. If you need to change a form's workflow (e.g., a section was assigned to the incorrect user, the workflow is incorrect, etc.), you must create a new version of the form with the correct workflow and resend the new version. Be sure to enter a new batch and version name that easily identifies the updated form. Additionally, be sure to remove the previous form that was assigned to users so they don't complete that form in error; see Remove Forms Assigned to Recipients below.

If a user already completed the previous form, they can download a copy of it. Then, when the new form is assigned to them, they can copy and paste their previous comments into the new form.

Remove Forms Assigned to Recipients

Note that if you remove a form, any data associated with that form will also be deleted.

1. Click Forms.
2. Click Submissions.
3. Click the paper icon for the experience. This displays a drop-down that includes all the forms that were sent for that experience.
4. Click the trash icon to delete a specific form.

Export Form and Evaluation Data

You can use the Form (Approved Only) Summary Report to export aggregate data for any form or evaluation. Once you set your filter criteria and click Generate, you'll receive an email with a .csv file.