SPARCRequest Wiki
SPARCForms Guide for Service Providers (v3.12.1)
- harikrip
- Wenjun He (Unlicensed)
- Brigette White
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.
SPARCForms Service Provider Guide
As part of the SPARC service request process, 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.
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, click the link at the top of this page to our SPARCForms Guide for SPARCCatalog.
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.
Utilizing the SPARCForms Module
SPARCForms module to access all completed forms and surveys that you have access to as a service provider.
*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 that fit the filter criteria chosen on the left side panel. You can create filters and save them for future use. From the Form Responses table, providers can edit and preview form submissions as well.
The search bar in the upper right corner of the table allows for users to search out specific form entries. Users also have the ability to refresh the table and change the information visible by selecting different columns.
The Filter functionalities allow the service provider to better organize and filter through the survey/form submissions.
Feature | Description |
|---|---|
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 to put it in effect. Click Save to save the selection for future use. |
Feature | Description |
|---|---|
Each column in the Form Responses table can be sorted ascending or descending to organize /customize the information. | |
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 |
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