You can view Advanced Fillable Forms submission in both Recreation Management and Process Automation and Digital Services. This article will cover how to utilize each solution for viewing submissions.
Important Note
Process Automation and Digital Services is a paid feature. For more information, please contact Support or your Customer Success Manager.
View Advanced Fillable Forms Submissions in Recreation Management
View Fillable Form Submissions in Reports
Log in to Recreation Management
Navigate to the Reports tab
Select and open a report from the following Report Categories:
User/Roster Reports
Reservation Reports
Note
Most common reports to use when viewing Fillable Form Submissions are Roster Reports and Facility Reservation Reports
In the Filter tab, select Fillable Forms on the left navigation menu. Check the box for the Fillable Form(s) you want to see on this report
Note
Filtering by Fillable Forms will filter your report results to only sessions or facilities that have the selected Fillable Form(s) assigned to it within the session or facility configuration.
In the Fields tab, select Fillable Forms on the left navigation menu. Check the box for the Fillable Form(s) you want to see on this report.
Note
Each selected Fillable Form will add an additional column to the report where you can see the submission status by participant or reservation holder.
Click the Apply button
Any participants or reservations with a completed Fillable Form associated will have a Download Form Submission button in the Form column. Clicking on this button will download the Fillable Form submission
Note
If an error occurs when clicking Download Form Submission button that states a Form is no longer available, this indicates the Form has reached its retention period configured in Process Automation and Digital Services.
View Fillable Form Submissions in User Accounts
Log in to Recreation Management
On the Accounts tab Search and Select which User Account you want to view
On the Account Actions Menu select Form and Document Center
From here you can view and download completed Fillable Forms submissions
View Fillable Form Submissions in Public View
Log in to Recreation Management Public View
Select the Account button
On the right-hand menu, select Form and Document Center
From here, public users can view, download and complete Fillable Forms as needed
View/Resend Fillable Forms in Activity List Session Roster
Log in to Recreation Management
Navigate to the Activities tab and then select Activity List
Locate your Session and click on the Roster column View button
In the Form Status column, click Completed next to the applicable participant to view/download the Fillable Form submission
The Fillable Form Status Pop up with give you the option to download the completed form.
If the Form Status says “Missing”, this indicates the participant has not yet submitted their Fillable Form. Click Missing to email the Fillable Form to the registrant or complete the form on their behalf.
Note
The email will be sent to the person who registered the participant. Public users can also complete these Fillable Forms from their Account Dashboard
View Fillable Forms Submissions Process Automation Resources
Viewing Fillable Forms Submissions in Process Automation and Digital Services
View Fillable Form Submissions in Submissions
View Fillable Form Submissions in Data Viewer