Explore forms

Forms in the side menu, then Management. It opens on Form Templates — the blank forms available to you. What you can see here is governed by your permissions, so a colleague's list may be longer or shorter than yours.

Each row is a form nobody has filled in yet. This is also where a form is created, edited and published. Clicking a row opens it for filling in when you can submit it; if you can only edit the form, it opens for editing instead.

The Form Responses tab lists completions across every template — useful when you know a form came in but not which template it belongs to.

Every response carries a status — pending, approved, or sent back for changes. Drafts — started, not submitted — hold real answers too, and they are what the Browser hides until you ask for them.

Browser, under Forms in the side menu, works the other way round — one template at a time, with its results in full.

The tree on the left lists templates, inside folders if your organisation groups them. Type the template's name — Daily Visit Note here — and the search filters the tree and opens any folder holding a match, so you do not have to know where a template lives.

Selecting a template loads every response to it within the date range the Browser opens on as a row. Columns come from the template's own questions, so the grid is shaped like the form. Two controls are worth knowing even though this walkthrough does not stop on them: sorting by a column orders the answers, and Columns hides the questions you are not reading.

The filter strip under the toolbar is open when the Browser loads. It holds Status and Date, plus a filter for who the response is about when the responses carry one. Filter hides and shows the strip. The search box beside them looks inside the answers themselves, not just the submitter's name — so you can find a response by something written in it.

Status starts on Hide drafts, which is why half-finished responses are not in the grid. Switch it to All statuses and the drafts appear in the list, ready to follow up. If nothing changes, the draft is probably outside the date range rather than absent.