Using the Inbox to Search for and Assign Submissions
Overview
By default, newly submitted forms appear on the Submissions Inbox page until they are assigned to a workgroup or user for processing.
Submissions can be configured to be automatically assigned and bypass the inbox on the Form Details page. For more information, see the Viewing and Editing Form Details page.
Accessing the Inbox
To access the Submissions Inbox page, click the Inbox option in the main navigation menu. By default, submissions assigned to workgroups that the current user belongs to are displayed.
To update search criteria:
Click the search box at the top of the page.
Make new selections in the Assigned Workgroup or County fields or the Include Unassigned Submissions or Display Only Submissions with Import Errors checkboxes.
Selecting the Include Unassigned Submissions checkbox returns all unassigned submissions, regardless of other search criteria.
Click the Search button.
The site name shown for a submission in the inbox reflects what was provided on the submission form and may differ from the site name in nVIRO. Form settings can control whether changes to the site name on a submitted form automatically update the nVIRO site name. For more information, see the Viewing and Editing Form Details page.
Assigning Submissions
To assign a submission:
Select the workgroup to which the submission should be assigned from the Select Workgroup… dropdown field. The selected workgroup determines which users are available in the next field.
Optionally, select a user within the selected workgroup to whom the submission should be assigned.
If applicable, specify a priority level. Availability of the Priority field depends on the submission type and system configuration.
To review the information submitted for a specific submission, click the submission ID in the Form Name column. The Submission Overview page opens in a new tab. This may be useful in determining the appropriate workgroup or user to assign the submission to.
Once assigned, the submission can be found using global search or the site navigation menu. If the submission is assigned to the current user or one of their workgroups, it also appears on the My Tasks dashboard. For more information, see the Working with Submissions or My Tasks Dashboard pages.