This document describes the form search results page which include results for evaluation and/or assessment status and data.

The Form Search Results page is the data page from conducting search related to evaluation and assessment sendouts. The report will return data in tabular form. This document will provide an overview of the form search results page and its functions.
The Forms Search Results page will show up as the results of several searches within the system. This includes the Custom Form Search, under Sendouts (for Phase 2), and Sendout Packages (Phase 1).
Form Search Results Overview
*Image sourced from Acuity One45 and does not reflect UW-Madison students, faculty or staff.
After conducting a search related to evaluations and/or assessments, results will commonly be shown on the Form Search Results page. The Form Search Results page provides an overview of the evaluation/assessment sendout and allows users to complete specific actions such as reminders, deletion, changing assessors/evaluators, and more.
Form Search Results - Legend
Header Row
The header of the form search can be sorted by the specific column titles: The Rotation, Evaluator, Target, Rotation Dates, Form, and Date Received

NOTE: When completing a sort, the numbers of the left side of each row, will stay associated with that row regardless of a sort.

Radio Buttons
Radio Buttons:
The radio buttons to the left of the row are for personal tracking purposes only. They do not hold any specific meaning within the system. The buttons can be white, green (clicking once), or red (clicking twice).

Sendout Type Letters ("s", "h", and "r")
Sendout Type Letters ("s", "h", and "r"):
Letters may appear after the radio buttons on the form search results page. These letters indicate what type of sendout the evaluation/assessment is. A key to these letters is included on all form search results.
- "s" indicates a single send meaning an evaluation was sent out using the Bulk/Single Send option.
- "h" indicates the evaluator in that row is the head evaluator for the form
- "r" indicates the form is a releasor form. (This functionality is not yet available)

Fwd Link and "e"
Edit (Rotation dates)
Edit (Rotation dates):
The edit button beside the rotation dates allow you to change the rotation dates on the form. Changing the date on one form row will only impact the individual form.
- Click Edit.
- A Calendar window will appear. Select the updated dates of the rotation.

- Then click ok.
- Editing the rotation dates will impact the header of the form which assessors/evaluators can view.

Form Status, View, Reopen, and Delete Forms
View:
The view button allows the user to view completed forms. If a form is anonymous, this view may not be available.

Form Status:
Indicates the status of the form.
- Incomplete: Blank check box

- Incomplete and closed: Grayed out blank check box with the word "closed"

- Completed: Marked check box. This box can be clicked to review the contents of completed, non-anonymous forms.

Reopen:
The reopen button sends the saved evaluation form back to the evaluator's To-Do. The reopen action can only be done before the due date of the evaluation. To reopen forms past the due date. use the form hound.

Delete: The delete button removes evaluation forms from the evaluator's To-Do. Deleted evaluations using the individual delete method will still show in the form search results and may be undeleted.

Undelete: The undelete button sends a previously deleted evaluation form back to the evaluator's To Do.

The Form Hound (Form Metadata)
Bulk Email Reminder
Bulk Email Reminder: The Bulk email reminder button is found on the upper left hand side of the screen. Clicking this button will send a reminder email to evalautors/assessor's within the form search results who have not completed an evaluation.

After clicking "Bulk Email Reminder" a pop up will appear for confirmation.

Clicking "yes", will send the reminder emails with links to the evaluator's/assessor's To Do page. Clicking "no" will result in no action.
Questions and Support
For questions and support, please email: AcuityONE45Support@med.wisc.edu