Forms and surveys need to be assigned before athletes can complete them. This article shows you how to assign a form to athletes or a group and set when it goes out.
Before You Assign
Build the form or survey first. Form and Survey Builder covers this.
Decide who should receive it: individual athletes or a group.
Assign the Form
Navigate to the area that lists your forms and surveys Forms Module in Summit
Select Assignments
Search for Form (this list will only show live forms)
Choose the form you want to assign
Select form
Click schedule
Select if form is a one-off or recurring form
Select who receives it: Choose individual athletes by searching the list
Set when the form goes out or is due
Confirm the assignment by selecting 'Schedule'
After You Assign
The form appears for each selected athlete to complete on their home page with tasks / actions
To check who has completed the form and read the submissions. Viewing Form Responses covers this.
Note: Athletes only see forms that have been assigned to them. If an athlete reports a missing form, check the assignment first.
Visibility for Athlete
Forms showing on Athlete Landing Page
When athletes log into Summit they are directed to their Athlete Landing Page. This page shows ALL forms assigned to that athlete that are currently open regardless of due date. The only filters are:
assigned to that athlete
status is still "scheduled" (completed/cancelled drop off)
the form has a live published version
The forms are sorted by urgency with overdue first and oldest first, then due today, then upcoming by due date, with undated forms showing last
The card on the landing page shows the top 5 with a "All Forms" link.
The badge next to the heading shows the full count, so nothing's hidden from the total.
Example:
A form due in 6 months counts in the badge today (but may sit well down the list if there are many forms due), and a form that is months overdue stays there until it's completed or cancelled.
Screen Shots
Assigning a Form to be live
1. Navigate to Forms & Surveys | Assignments
2. Select form from list
3. Select Schedule
4. From schedule options choose one-off or recurring
5. Select the athlete, athletes or athlete group by searching their details
6. Select Due Type
7. Due Date or Due Time selected
8. Athlete must be ticked from list that appears
9. In the Survey/Form summary you will now see who the form has been assigned to and when it is required
Modifying Due Date or Time
1. Navigate to Forms & Surveys | Assignments
2. Click 3 dots next to assigned form/survey
3. Edit
4. Change fields, save changes