Open Consent Forms & Surveys to review responses, follow up with families and keep active forms up to date.

Need an Excel report of entries received so far? See Export Form Responses to Excel for the short step-by-step guide.

1. View and export responses

1. Open Main dashboard → Forms → Consent Forms & Surveys.
2. Find the form and click the View Users eye icon.
3. On Forms Users, use the name searches, Form Status or User Status filters if needed.
4. Click Apply Filter.
5. Click Export to download the results.

Look in your device’s Downloads folder for the exported file. You can also filter the results in Excel.

2. Follow up on missing responses

Form reminders notify users who have not yet submitted. You can also create a group of outstanding recipients and send them a Personal Notification.

1. Open the form’s View Users list.
2. Set Form Status to Not Received and click Apply Filter.
3. Click Create Group.
4. Enter a clear group name and click Submit.
5. Create a Personal Notification and select that group as the recipient group.

See Sending Personal Notifications.

3. Publish or unpublish a form

• Publish: In Consent Forms & Surveys, select the form and click Publish to make it available to its assigned users.
• Unpublish: Select the form and click Unpublish when it should no longer be available or no longer needs active management.

Use the list’s Select Status filter to find forms by their current status.

4. Delete only when appropriate

To remove a form that is not to be submitted, select it in Consent Forms & Surveys and choose Delete.