Query Records - Reviewing completed and in-progress forms

You can view all the forms with various submissions statuses such as submitted, being edited, and search for the records based on different search criteria.

  1. Click the Query Records link.  
  2. Click View All Records to view all the forms.

As an administrator, you may also use the options to the right of the form. 

More options – allows administrators to access for Office only fields, add families (if applicable), and email the form submitter. We generally suggest tracking specific information about a member, for example, documents submitted, or current process status (accepted, waitlisted) within the Office Use section so that administrators are not editing the actual form.

The More Options link displays the More Options dialog box where you can update the details and click Save to save the changes. For more information about creating office use fields please refer to that section.

View – This link displays the current form. You can print or download using Print and Save as PDF respectively.

Edit – This link displays the form in the edit mode. 

Notes: This will list the administrator the last editor. This should be done with caution especially if you have asked for a member to “sign” the form.

Select the required person and click Next. Make the appropriate changes.

Fill in each section of the form in all the pages and click Save.

You can review the form using the Review link and click Submit to submit the form.

Using the search options

Basic search

You can search for the records for a specific member or group.

Search members with no records

You can search for the members who do not have any records.

Advanced search

You can search for the records of members using the following criteria:

Search using Custom Fields: You can search for the records using predefined custom fields used within the form.

Click the Select Search Fields link.

Select the fields and click Add Fields. 

Enter the name in the Name field and click Go.