Understanding Form Submissions in the Food Safety Module

Who Should Use This Article?

This article is intended for users responsible for reviewing completed form records within the Food Safety Module, including:

• Food Safety Supervisors
• Site Managers
• Quality and Compliance Teams
• Operations Managers
• Head Office Administrators
• Auditors and Compliance Personnel

Overview

The Form Submissions report allows users to review records that have been submitted through Digital Forms within the Food Safety Module.

Examples may include:

• Goods Receival Records
• Staff Illness Records
• Recall Records
• Cleaning Records
• Custom Forms

The information displayed within the report will vary depending on the selected form and its configuration.

Accessing Form Submissions

To access Form Submissions:

1. Navigate to Food Safety.
2. Expand Reports.
3. Select Form Submissions.

The Form Submissions landing page will be displayed.

Understanding the Form Submissions Landing Page

When the Form Submissions page first opens, no report data is displayed.

Total Form Submissions

Displays the total number of submissions for the selected form.

No submission count is displayed until a form has been selected.

Total Forms

Displays the total number of forms currently available within the Food Safety Program.

Choose Forms

Select a form from the dropdown list to view submitted records and reporting information.

No Form Selected

The report area remains blank until a form has been selected.

Select a form from the dropdown list to display submission records.

Viewing Form Submission Records

Once a form has been selected, the report will display all available submission records for that form.

Submission Statistics

Displays the total number of submissions for the selected form.

Date Range Filter

Filter submission records by a specific date range.

This option only becomes available after a form has been selected.

Submission Results

Displays all submission records for the selected form.

The information displayed will vary depending on the selected form and the fields configured within that form.

For example, a Goods Receival Record will display different information to a Staff Illness Record or Recall Record.

View Submission

Select the View icon to open and review an individual submission.

This allows users to review the information entered when the form was completed.

Exporting Form Submission Data

The Bulk Export function allows users to export submission records for further review and analysis.

To export submission data:

1. Select the required form.
2. Apply a date range if required.
3. Select Bulk Export.

The report will be exported as a CSV file which can be opened in Microsoft Excel.

Result

You have successfully reviewed and exported Form Submission records within the Food Safety Module.

Good to Know

• A form must be selected before submission data can be viewed.
• The Date Range filter only becomes available once a form has been selected.
• Submission information varies depending on the selected form.
• The Bulk Export function exports data as a CSV file.
• Exported files can be opened and reviewed in Microsoft Excel.
• Individual submissions can be reviewed using the View icon.

Related Articles

• Understanding Forms in the Task Board
• Completing a Digital Form in the Task Board
• Viewing and Printing a Printable Form in the Task Board
• Locating Audit Evidence in the Food Safety Module
• View and Manage Corrective Actions in the Food Safety Module