Submissions
Each time someone fills in a form, their answers are a submission. Read them, mark them reviewed, and keep them linked to the right person, order or booking.
Finding submissions
There are three ways in:
- Submissions, under Forms in the sidebar: every form's, newest first;
- the New submissions tab in Forms, for forms with answers nobody has reviewed;
- a form's own Submissions tab.
The list shows each one's form, who sent it, how they reached it (Public, Private or Login), what it's linked to, when it came in, and Olly's summary. Search, or narrow it by form, by how they reached it, or by Unreviewed and Reviewed.
Answers that go with an order, like a purchase journey's, are reviewed with the order, in quick view. See Task-based orders.
Reading a submission
Click one to open it: who sent it, when, and what it's linked to, then Olly's AI Summary (if the form has it on) and their Responses. Where Olly marked answers worth a second look, they're under "Take a close look", with why.
Click Mark as reviewed when you've read it. A submission linked to an order or a booking can be Reviewed or Rejected.
At a business with the Clinic tool, answers marked as health information need the health information permission to see. Without it, the list says Health information in their place.