Dashboard

Your Dashboard provides you access to the areas and functionality available to you in Forms, and is the landing page you enter when you open the Forms module.

Please remember each users functionality will differ depending on Forms Role assigned to them.

Go to: Menu > Administration > Forms

If the Forms module is not visible in your administration tab in Educonnex it means access to Forms has not been provided to you.

If access is desired please contact your school administration team.

Elements of the Forms Dashboard Page

Menu enabling access to other areas of Forms, options in this Menu are governed by the users assigned Role.
Action button enabling access to available Actions on this page
Workflow areas (tabs) within Forms available to the users
Documents a user has available within each workflow area (tab) within Forms
Action button enabling access to available Actions for this document

Pages within the Forms Dashboard

Forms

This page contains your active Forms and enables you to Edit, or Copy each Form, or Edit the Form’s Audience, or Remove the Form.

Templates

This page contains your active Templates and enables you to Edit a Template, Generate a Form from one of your Templates, or Archive a Template.

My Forms

This page contains Forms for which you have been nominated as an Audience Member.

You can access the Form from this page, and track its Status (Not Submitted, Submitted, Awaiting Approval, Approved, Declined, or Re-opened).

Awaiting My Approval

This page contains Forms which require your Approval because you have been nominated by the Form Creator as the, or one of, the Forms Approver/s.

Forms awaiting your Approval will also generate Action Required item on your Educonnex Dashboard.