Dashboard

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 user's available functionality is dependant on the Role assigned to them.


 

  1. Go to:  Menu > Administration > Forms


    If the Forms module is not visible in your Administration tab in Educonnex it means the Forms module has not been activated.



    If access is desired please contact your school administration team, who will arrange establishment of this module via the Educonex Support Team.

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Dashboard Menu

  1. Access to Forms the user has created which can be in Draft, xxxxx, xxxx or xxxx status.

  2. Access to a library of Template forms.

  3. Forms which the user is an Audience member of.

  4. Forms that the Users is assigned to as an Approver.

  5. The page where Labels are maintained.

  6. A list of Forms Users

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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, View Responses or Deactivate the Form.




 

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Templates

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

 

 

 

 

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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).

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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.


 

 

 

 

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Labels


This page allows Forms Administrators to establish Label categories that can be attached to Forms to assist with searches & management of Forms.

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Users

 

This page allows Forms Administrators to establish Label categories that can be attached to Forms to assist with searches & management of Forms.

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