See all of the details for each of your submissions in ONE place via the Submission Summary page. Having this information at-a-glance will help save you time when processing submissions.
- Submission Summary Overview
- Total Amounts
- Submitted Information
- Available Actions
- Administrator Notes
- Recent Activity
Submission Summary Overview
To find the submission summary page for one of your submissions, just click the "Details" button next to the submission on submission tab in your management area.
At the top of the submission summary page you will see all of the most important details about the submission:
- Date/Time Submitted
- Form Name - The form associated with this submission.
- Submitted By - The Do Some Good user who completed the submission.
- Organization Associated - If there is an 'Organization Name' element in your form, and it is filled out, that info will be listed here. If that organization is registered on Do Some Good, you will be able to click through and view their organization profile.
- State - The current state of this submission. Clicking on the state will bring up the Change State window for you.
To the right of the Submission Summary Overview, you will see the 'Total Amounts' box. This box will only be visible if you have a monetary Tally Field in your form.
The Total Amounts box gives an overview of your 'Monetary' and 'In-Kind' tally fields, as well as the 'Total Original Value' (the total amount the submitter requested) and the 'Total Updated Value' (the total amount after admins made updates to the original requested amount). You also get to see the breakdown of amounts that make up the 'Updated Value'.
To see the original and updated values for each individual field in your form, just click the 'Edit Key Values' link at the top of the page.
Further down on your Submission Summary Page is a "Show Submitted Information" button.
Clicking this button will show every field in your form, in the order they appear in the form, along with the information entered by the submitter. It will also indicate which fields have been updated by administrators.
If you set an element to be an 'Internal Field (Admin-Only)', you will be able to view and edit that value along with any other key values in this area.
In the blue bar at the top of your Submission Summary Page, you'll see a number of actions on the right-hand side. Some of these actions will only be present if you have particular properties set on your form elements.
- Create a Story - If you have added a “Suitable for story" flag to questions in your form, click this button and our Story Generator will take the responses to those questions and auto-create a story FOR you that you can share on social media, your website/intranet, and even local media sites (where available) with one click. For more information on how to use forms to auto-create impact stories, check out this article!
- Edit Key Values - A way for you to edit any fields that 'Requires confirmation on state change' in your form, such as providing an 'Updated Value' (the amount you have decided to grant the applicant). The 'Edit Key Values' option will only be visible if you have fields that require confirmation on state change in your form.
- Change State - Clicking the 'Change State' button opens a window where you can move a submission through different states such as 'In Review' and 'Approval'. More details about submission states and changes can be found here.
On the right-hand side of your Submission Summary Page, you'll see an "Options" area. This includes two choices which are always available for every submission.
- Print / Print To PDF - Clicking this button opens up the default print window associated with your web browser. Do Some Good formats the submitted information along with some summary information in a printable format and your computer does the rest. You can choose to print to any printer you have access to or use your built-in printing settings to save as a PDF.
- Message Applicant - This is a way for you to communicate directly with the applicant. The message sent is between the particular administrator sending the message and the submitter. Other administrators cannot see the message and it is not linked to the submission through the activity feed or other means.
The Administrator Notes area is where administrators can jot down notes about the submission (key points about decisions made, reminders, codes for Accounts Payable, etc.) These are only visible to administrators on your team and not the submitter.
Your Recent Activity area lists all of the interactions with the submission, including who did what and when. This includes any edits made to the submission details, notifications that are sent, state changes and edits to notes. In each case, the name of the administrator who performed the action is recorded, along with the date and time.