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SPARCForms User Guide for General Users
This guide describes how service providers access and manage forms and surveys. To learn more about how surveys and forms are created by Catalog Managers and used by general users, select a different guide on the SPARCForms Guide Main Page
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SPARCForms Guides
or Please Select Another User Guide:
SPARCForms Guide for SPARCCatalog
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SPARCForms Service Provider Guide
As part of the SPARC service request process, Form Functionality form functionality allows Service Providers to ask their customers service-specific questions that will help them to efficiently and effectively fulfill each request. It provides a flexible and powerful form creation tool and admin interface to empower catalog managers and service providers to extend SPARC's data management to meet their unique needs.
Form Functionality as a Service Provider
When the Form Functionality has been built in SPARCCatalog at the Organization and Service levels, Service Providers are able to use the Forms to gather additional details from users.
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Service Providers Catalog Managers can create and edit their Forms and Surveys through SPARCCatalog. For further information on how to create/edit Forms and Surveys through SPARCCatalog, please click the link at the top of this page to our SPARCForms Guide for SPARCCatalog.
Utilizing the SPARCForms page
Across the top of the screen, is the toolbar with the different SPARC modules. Click When the form functionality has been built in SPARCCatalog at the Organization and Service levels, Service Providers are able to use the Forms to gather additional details from users.
Form Functionality in SPARCDashboard
The form responses can be viewed and/or edited by the service provider on SPARCDashboard, in the Forms column and Form Submissions table. Note: incomplete forms appear on the service request line ‘Forms’ column with a red 'Complete Forms’ button. Completed forms appear in the ‘Form Submissions’ table.
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Utilizing the SPARCForms Module
SPARCForms module to access all completed forms and surveys that you have access to . A list of rights for SPARCForms and Surveys can be found here.
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The table of Survey as a service provider.
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*Note: you can search for the complete and incomplete forms & surveys you have access to as a service provider. However, the details below will primarily reference forms.
The table of Form Responses shows all forms or surveys that fit the filter criteria chosen on the left side panel. You can create filters and save them for future use. From the Survey Form Responses table, you providers can edit and preview form and survey submissions as well.
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The search bar in the upper right corner of the table allows for users to search out specific survey form entries. you can also Users also have the ability to refresh the table and change the information visible by selecting the different columns.
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Feature
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Description
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Allows the service provider to search for specific survey/forms in the submission table
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Allows the service provider to refresh the submission table
Allows the service provider to select what columns they can see in the submission table
Allows the service provider to create a survey response report
The Filter functionalities allow the service provider to better organize and filter through the survey/form submissions. A further breakdown of each feature can be found in the table below.
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Feature | Description |
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Allows the service provider to switch between surveys and forms when viewing the |
form responses table |
The State filter allows the service provider to be able to filter the |
form responses table by |
activated forms in usage, versus the inactive forms (of a previous version, etc). | |
Allows the service provider to |
filter the |
form responses table by specific |
form (both active and inactive) | |
Allows the service provider to filter the |
form response table based on the completion date of the |
form response | |
Allows the service provider to |
Include Incomplete |
forms to follow up | |
After |
choosing the |
filter |
combination, |
click filter |
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to put it in effect. Click Save to save the selection for future use. |
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Feature | Description |
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Each column in the Form Responses table can be sorted |
ascending |
or descending to organize /customize the information |
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This is the SRID or Service Request ID for a specific service request that a |
form is associated with. By clicking on |
the link, the service provider is able to return to SPARCDashboard inside the |
chosen protocol. |
Allows the service provider to view the |
form responses. Remains locked until response is given Allows the service provider to edit the |
form responses. Remains locked until response is given |