Following the submission of a form, submission records that do not have forms configured with automatic assignment rules appear in the Submissions - Inbox (or simply Inbox). The Inbox lists all submissions awaiting assignment to a workgroup and/or user. These submissions must be assigned before the record is available for processing. Once assigned to a workgroup and/or user, the submission will no longer appear in the Inbox.
To access the Inbox, click Submissions - Inbox on the Home menu.
Searching for and Assigning Submissions
Searching for Submissions
The default display criteria for submissions in the Inbox are those in "My Workgroups". This displays all submissions for all workgroups to which the logged-in user belongs.
To search for submissions:
Click the search box at the top of the Submissions - Inbox list page.
Select Workgroup or County search criteria.
Click the Search button.
The submissions matching the selected search criteria are listed.
Include Unassigned Submissions Search Criteria
The set of search criteria include a checkbox named Include Unassigned Submissions. When this box is checked, all unassigned submissions (those without a default workgroup or user) are included in the result list, regardless of other criteria that may have been specified in the search.
Assigning Submissions
To assign a submission:
Select a Workgroup to which the submission should be assigned.
Optionally, select an Assigned User within the selected workgroup to which the submission should be assigned.
If applicable, specify a Priority. Priority may or may not be applicable depending on the type of submission and system configuration.
To review the information submitted on a specific submission, click the Form Name link displayed in the first column. A new tab will open showing the information submitted on the form. This may be useful, or necessary, in determining the appropriate workgroup and/or user to assign the submission record to.
Once assigned, the submission can be found by searching within the My Tasks or Submissions - All pages.
Site Name and Address
Site Names shown in the Inbox reflect what was provided on the submission form. This may vary from the Site name/address in nVIRO. 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.
