Completed Forms

🧭 Overview

The Completed Forms tab in the Evo Console provides a centralized view of all forms that have been filled out and submitted by users across different centers. This feature is essential for tracking client interactions, auditing service requests, and managing submitted data for operational efficiency.

📍 Where to Find It

• Go to the Hostedsuite dashboard

• Select Organization from the left panel

• Click on Completed Forms under the Forms section

You'll see a searchable and filterable list with the following columns:

• Name: The title of the form

• Date: When the form was submitted

• Time: Exact submission time

• Client: The client associated with the form

• Contact: The contact person, if applicable

• Call: Call information, if linked

• Caller: The person who made the call, if relevant

• Filled Out By: The user who completed the form

• Subject: The purpose or subject of the form submission

• Form: A quick link to view the completed form

Other tools include:

• 🔍 Search and filter by date, client, contact, form name, or email subject

• 📁 Show Archived to display forms that have been archived

• ⚙️ Columns to customize which columns are visible in the table

• 📄 Pagination controls to navigate through multiple pages of entries

🔎 How to Review a Completed Form

1. Use the search and filter options at the top to narrow down results by date, client, contact, or form name.

2. Click on the form name in the “Form” column to view the full details of the completed submission.

3. Review information such as who filled out the form, submission date/time, and any linked client or contact details.

🧪 Sample Use Cases

• Reviewing daily client intake forms

• Auditing call logs and service request submissions

• Tracking sign-up forms for new clients or services

• Managing form submissions by specific users or centers

✅ Best Practices

• Use clear, descriptive form names for easy identification.

• Regularly archive old or processed forms to keep the list manageable.

• Utilize filters and search to quickly locate specific submissions.

• Periodically review filled forms for quality assurance and compliance.

📞 Need Help?

For advanced reporting, troubleshooting, or integration questions about completed forms, contact Evo Support for assistance.