Using the Inbox to Search for and Assign Submissions

Owned by Will Rensmith (Unlicensed)
Last updated: Mar 20, 2024 by Will Rensmith
2 min read

Overview

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 Inbox on the main navigation menu.

Searching for and Assigning 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:

  1. Click the search box at the top of the Submissions - Inbox list page.

  2. Select Workgroup or County search criteria.

  3. 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:

  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.

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.

Updating Site Name in nVIRO from Submission Data

The Site Name shown on a submission in the Inbox reflects what was provided on the submission form. This may vary from the Site name in nVIRO. Form settings can be used to control whether changes to a Site Name on a submitted form will automatically update the Site Name on the Site Details screen.