Outstanding forms monitors which individuals have outstanding forms in two ways:

• [1] People with Outstanding Forms ( > 2 Weeks old): Tracks forms which are greater than two weeks overdue by individual.
• [2] Custom Queries: Tracks outstanding forms using predetermined queries to look up frequently searched results of an outstanding form. 
  
  
  
  

People with Outstanding Forms ( > 2 weeks old):

Custom Queries

The Completed Forms sections shows which forms have been completed in the environment. Due to the confidential nature of many forms there may be limited access to the results of forms through these searches. The purpose of these searches is to show what forms have been completed. 

1. Navigate to Sendouts on the top menu, then Completed Forms on the left blue menu. 
   
   
2. The Completed Forms page has a number of different predetermined searches. To select a search, click on the title. Below is a brief description of the different search types.  
   
   
   1. All Completed for year starting Jan 1/2[x]: All completed forms for all rotations within the environment greater than 0 days old.  
   2. All Completed within the last 1 month: All completed forms for all rotations within the environment between 0 and 30 days old. 
   3. All Completed within the last 6 months: All completed forms for all rotations within the environment between 0 days and 6 months old.
   4. Completed form by [role] for year starting Jan 1/2[x]: All completed forms for all rotations within the environment greater than 0 days old as determined by role. 

The Custom Form Search searches for forms by entering specific parameters. 

1. Navigate to Sendout in the top menu, then Custom Search in the left blue menu. 
2. Use the fields provided to specify search parameters. Multiple parameters may be used in each search and will help in narrowing results.  
   
   
   1. Person Field: Clicking on the Person text box will open a search pop up window. The "As Evaluator" and "As Target" may be individually checked or both checked. In addition, neither have to be checked to perform a search. If searching multiple individuals, click the radio button "all". 
      
      
   2. Evaluator Role Field: If the role of the evaluator/assessor (e.g. Faculty, Resident, Student, Admin) is known, it may be entered here. If not known, click the radio button "all". 
      
      
   3. Rotations Field: Select specific rotation in which to search. 
      
      
      
   4. Forms Field: Select a specific form in which to search. 
      
      
   5. Rotation Dates: 
      In One45, all forms have dates associated with them (e.g., the rotation date range, the date the form was received by the evaluator, the date the form was completed). By default, the Custom Form Search includes forms from all rotations in the entire current academic year.
   6. Specific Dates: may be entered to narrow/expand the date range search. To do this, click the calendar icons under Date options and choose the new dates. Then select from the drop-down menu under date options that best describes the dates (e.g. rotation, received, or completed dates). 
      
      
      
   7. Form Status: Select the status(es) of the forms desired within the search. If the status of the desired form is unclear, checking all the boxes will ensure the form is not excluded from the search.  
      
      1. Completed: The form has been completed. 
      2. Not Complete, but distributed: The form is distributed to the evaluator/assessor, but is not completed. 
      3. Not Distributed: The form is scheduled, but not distributed. (e.g. the assigned distributer has not sent it)
      4. Saved: The form was saved, but not submitted by the evaluator/assessor. 
      5. Closed: The form was not completed, but surpassed the deadline. 
         Note: If a form is re-opened, the status of the form will change during the extended period. 
      6. Deleted: The form was deleted by an administrator. 
         
         
   8. Include: Select the method in which the form was sent out. 
      1. Block: Refers to evaluations/assessments being sent out using the evaluation workflow/send out feature
      2. Bulk/Single Send: Refers to evaluations/assessments being sent out using the Bulk/Single send option
         
         
   9. For Evaluations sent out relating to: Narrows results of forms that were sent based off scheduling types. 
      1. Rotations: Clinical Rotations
      2. Academic Sessions: Refers to didactic training sessions
      3. Proposals: Not currently used in Acuity One45
   10. Order Results by: The default order of results will by alphabetical by evaluators/assessor's last name, then chronologically by dates. However, using the 2 drop down menus, a primary and a secondary sort logic can be set. 
       
       1. Evaluator Name
       2. Target Name
       3. Rotation Session Name
       4. Form Name
       5. Date
       6. Complete/Incomplete (referring to the form)
          
          
          
   11. Search for Forms and Export to Excel: 
       1. Export to Excel allows the report to be saved as an excel or .csv file. 
       2. Search for Forms: Opens a new window. Form search results are returned in tabular format as Form Search Results
          1. For more in-depth details on the Form Search Results, please review this KB document: Acuity One45 - Form Search Results. 

For questions and support, please email: AcuityONE45Support@med.wisc.edu.