View Committee Form Responses

When assigning a form, a user can indicate an internal section in which the form will display.

The completed form will appear in the designated case section on the Case Materials section of the Case page.

Administrators and Committee Managers can also click "Edit" on the a committee form record and change the access level as needed at a given step.

Click "Read Case" on the Case Materials tab to open the reader

Note: You can also access the form responses via the Manage Respondents window, by clicking "Manage Respondents" and clicking to "View Responses" as shown below.

Users with permission can view submitted committee forms in the case reader for an individual case.

The form will appear in the reader along with the other case materials.

Note that when the committee forms are loaded into the reader, annotations are not available.

The first page of the form will be a summary of committee member names, role, and response statuses (In Progress, Submitted, etc.)

Scroll down in the reader to view the form responses

To download the form (if downloading is enabled), load the form into the reader (scroll to display the form), click "Download," and select "Download Document"

Committee Manager or Administrator can set access level of a form record from the internal case section in which form responses will display (on the Case Materials page)

A Committee Manager or Administrator can edit a committee form record and change access levels as needed for a form record within a given case step, setting limits on who can view the form as a part of the case.

On the Case Materials tab of the given case, scroll down to the section that displays the form records and click "Edit" in the Actions column as shown below:

Set the access level from the dropdown menu in the "Edit Material" window that appears: