Searching

At the top of your screen are tabs; one of the tabs is a Search option.  By clicking on Search, you will be brought to a screen that allows you to see submitted forms. Your permissions will determine which forms can be viewed.  Supervisors and coordinators will be able to see all forms submitted.  

To locate a specific report, you can use the search options at the top of the page (form, completed by, and date).  Then, click on the Search button to view only the forms that meet your criteria.

Below is an example of a Search page.




The forms listed may be organized according to any column on the screen, in this case, date, employee, who completed the form, form type, or form state.  To organize the forms according to one of these topics, simply click on the title of the column.

U
nder the View column, located on the right hand side of your browser window, there are three icons.  In order to view a specific report, click on the magnifying glass under the View column.  The second icon will open the form as a PDF, and the pencil and paper icon will take you to a screen where you can perform an action on the form (reject, delete, etc.).  Clicking on the magnifying glass will take you to a screen like the one below.



On this reporting screen, there are several features to pay attention to.  First, the report may be more than one page.  In the upper left hand corner of the screen, you will see a page number followed by another number.  By clicking on the blue arrow to the right of the numbers, you can scroll through the pages.  Should you click on the second blue arrow with the vertical line after it, you will skip to the last page of the report.

There are two options for keeping a copy of the report you are viewing.  The first option is to export the form.  By clicking on the disk icon, you will find three ways to export your form so that you can save it to your personal computer.  You can choose to export the form as a PDF, Word document, or Excel spreadsheet.  After choosing the format, your document will download.  Depending on what web browser you use, your computer will let you know when the downloading is complete.  If you cannot find the downloaded form, locate your Downloads file on your computer.  The form should be accessible there.

If you would like to print your report, it is recommended that you first export it into one of the three format options.   This will allow you to print just the information from the screen without any of the website design.  However, if you would like to print from the website, use the menu options in your web browser (File, then Print).

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