Overview

Following form submission, submissions that do not have forms configured with automatic assignment rules appear in the Submissions - Inbox.  The Submission - Inbox lists all submissions awaiting assignment to a workgroup and/or user.  Once assigned to a workgroup and/or user, the submission will no longer appear in the inbox.

To access the Submissions - Inbox, click Submissions - Inbox in the Home menu.  

Searching and Assigning Submissions

Searching for Submissions

The default display criteria for submissions in the Submissions - Inbox are those in "My Workgroups".  This displays all submissions for all workgroups to which the logged in user belongs.

To search for submissions

1. Click the search box at the top of the Submissions - Inbox list screen
2. Select Workgroup or County search criteria
3. Click Search
   1. The submissions matching the selected search criteria are listed

Include Unassigned Submissions Search Criteria

The search criteria includes a checkbox named Include Unassigned Submissions.  When this box is checked, all unassigned submissions (those without a default workgroup or user) will be are included in the list, regardless of other criteria that may have been specified in the search. 

Assigning Submissions

To assign a submission.

1. Select a Workgroup to which the submission should be assigned.
2. Optionally, select an Assigned User within the selected workgroup to which the submission should be assigned.
3. If applicable, specify a Priority.  Priority may or may not be applicable depending on the type of submission and system configuration.

Site Name and Address

Site Names shown in the InBox are Inbox reflect what was provided on the submission form. This may vary from the Site name/address in nCOREnVIRO. When the submission is assigned, the site name/address are not automatically updated from the submission form. The processor will need to evaluate whether any changes made to the site name and address are valid and if so, manually update the Site Details record to reflect the updated information.