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Liaison

Manage Forms and Evaluations

This page applies to Time2Track institutional administrators.

Managing Forms and Evaluations

Manage Forms

You can review the status of each form in Time2Track.

  • 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 placement or click Expand All to view all forms.

Review 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:

Review Forms under My Forms (Recommended)
  1. Click Forms.
  2. Click My Forms.
  3. Click Continue Submission.
  4. Click Complete "Institutional Administrator" Step to complete and approve the form or click Save to save your progress and return later.
  5. Click Print to print a hardcopy for yourself.
Review Forms under Submissions
  1. Click Forms.
  2. Click Submissions.
  3. Click the paper icon for the placement.
  4. Click view.
  5. Click Complete "Institutional Administrator" Step to complete and approve the form or click Save to save your progress and return later.
  6. Click Print to print a hardcopy for yourself.

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 placement.
  4. Click resend.

Unapprove Forms

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

Unapprove Forms under My Forms
  1. Click Forms.
  2. Click My Forms.
  3. Click View Submission.
  4. Click Uncomplete to unapprove and reopen the form for editing.
Unapprove Forms under Submissions
  1. Click Forms.
  2. Click Submissions.
  3. Click the paper icon for the placement.
  4. Click view.
  5. Click Uncomplete to unapprove and reopen the form for editing.

Remove Forms Assigned to Recipients

You can only remove a form assigned to recipients if they have not completed the form yet.

  1. Click Forms.
  2. Click Submissions.
  3. Click the paper icon for the placement.
  4. Click the trash icon.

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. 

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