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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

submission Allows

form responses table

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The State filter allows the service provider to be able to filter the

submission

form responses table by

active/inactive surveys/formsImage RemovedImage Removed

activated forms in usage, versus the inactive forms (of a previous version, etc).

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Allows the service provider to

be able to

filter the

submission

form responses table by specific

survey/form

form (both active and inactive)

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Allows the service provider to filter the

submission

form response table based on the completion date of the

survey/

form response

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Allows the service provider to

include

Include Incomplete

surveys/forms in their filter of the submission table

forms to follow up

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After

making

choosing the

selection in the

filter

dropdowns

combination,

the service provider can

click filter

. They can also save their filter selections for future use or reset the filters for a new selection

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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

from

ascending

to descending and vice versa, allowing the service provider, along with the filter functionalities,

or descending to organize /customize the information

they look at

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This is the SRID or Service Request ID for a specific service request that a

survey/

form is associated with. By clicking on

it

the link, the service provider is able to return to SPARCDashboard inside the

service request

chosen protocol.

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Allows the service provider to view the

survey/

form responses. Remains locked until response is given

Allows the service provider to edit the

survey/

form responses. Remains locked until response is given

Allows the service provider to resend the survey to the research team for a response. Once a response is given the function is locked. This function is not available for forms.

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