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The Dynamic Forms environment is setup with organizations like folders representing departments. Individuals are granted access to specific folders or organizations based on where they work within Canisius. Should you need administrative access to process forms please contact your ITS support programmer.
To logon to Dynamic forms, click on myElectionicForms in the myCanisiusPortal.
Setting a default organization folder:
If you have access to multiple organization folders, you may select a default by clicking on the person silhouette icon in the upper right corner of your screen.
Choose update profile.
Click in the Default Organization. A drop down list appears for you to select from all organizations you have access to.
Click Update Default Organization. Now, every time you logon, that organization will be your default.
The Main Administration Screen:
Administering work queues
Clicking into one of the queues such as Multi, Pending, Processed or Archive, the user will be presented with a listing of individual forms submitted (form instances). The default order of these forms is based on the date that the form was submitted. You can reorganize the order of these forms by clicking on the column headings or setting your preferences for the queue area.
Each form submission (instance) will show as one line in the queue. On that line, the user will be able to see the PDF of the form captured the HTML view of the form captured, the audit of the form instance and all of the data collected about the form including the IP address of user who submitted the form.
Queue Definitions:
The available queues shown above indicate the status of a form.
Returned - A form that has been returned to a participant for revisions. This form will remain in the 'Returned' queue until the participant re-submits the form, or returns it to someone else.
Multi - Forms that are still expecting a signature from at least 1 participant will be in this queue.
Pending - Forms that have gathered all signatures are within this queue. An administrator can select "Mark Processed" to move forms from this queue to the processed queue.
Processed - This queue contains forms that an administrator has "Marked Processed," or signed as a "School Section" participant. Administrators typically use this queue to indicate a form is complete, and reviewed.
Archived - This is another queue available for administrators to place older completed / reviewed forms.
Payment Pending - Payment forms that have not had the payment portion completed, or are currently waiting for a payment confirmation from the 3rd-party vendor will remain here.
Draft - Forms with the "Allow Drafts to be Saved" setting turned on will allow users to save their progress and return to their pending / draft area to complete the form. The form will remain in this queue until they do.
Opted Out - When a user is signing a form, they have to have the option to "Opt-Out." By Opting-Out, the user is declining to sign the form or acknowledge the data within the form. The form will then move to this queue, and be null. Forms cannot be moved from this queue, and the form will need to be restarted.
Deleted - Form submission that are deleted by administrators can be found within this queue.