Form Task Snapshot

The Form Task Snapshot page enables administrators to track the progress of standard form tasks. Administrators can view general details about the form, such as the assigned and due dates, as well as view the completion percentage. Administrators can also view users' completed forms.

Note: The Form Task Snapshot page does not include Onboarding form tasks.

To access the Form Task Snapshot page, click the Snapshot link from the Options drop-down on the Form Task Administration page.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Form Task Snapshot - Manage Grants access to the Form Task Snapshot functionality within Form Task Administration. This permission cannot be constrained. This is an administrator permission. Forms Administration
Form Task Administration - Manage Grants access to the Form Task Administration functionality. This permission can be constrained by OU and User's OU. This is an administrator permission. Forms Administration

Overview

The following information displays in the Overview section:

Field/Feature Description
Date Assigned This field displays the start date of the task.
Due Date This field displays the due date of the task.
Task Status

This field displays the status of the task. The following are the possible statuses:

  • Completed - This status indicates that all users have completed the task. Completing a task means that the user has completed all required fields on the form and has submitted the form.
  • In Progress - This status indicates that the task has started but the due date has not yet passed. Note: The Form Task Snapshot page is only available once a task is in an In Progress status.
Assignments This field displays the number of users to whom the task is assigned.
Completed This field displays the number and percentage of users who have completed the task.
Completion Progress Chart The pie chart displays the percentage of users who have completed the task.

Details

The following information displays in the Details section:

Feature Description
Search Filters Use the search filters to filter the results by task name, status, and start/due date. Click Search to update the results in the Details table.
Details Table

The following information displays in the table:

  • Name - This column displays the user's name.
  • Position - This column displays the user's Position organizational unit (OU).
  • Division - This column displays the user's Division OU.
  • Status - This column displays the user's status for the task. The possible statuses are Completed, In Progress, and Not Started.
  • Submitted - This column displays the date on which the user submitted the form. If the form has not yet been submitted, then "N/A" displays.
Options

The following option is available in the Options drop-down:

  • View - Click View to open the user's completed form. This option is only available once the user has submitted the form. Note: If custom fields are included on the form, then the custom fields are only visible to administrators who meet the availability criteria for the custom field.
Back Click Back to return to the Form Task Administration page.

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