Sequential
By default, the Follow Up Submission Logic setting is set to Sequential. This means that if an applicant is assigned multiple follow up forms, they are accessible based on due dates. Once a follow up form is submitted and marked complete (by an administrator), the follow up with the next earliest due date becomes accessible.
In the screenshot below:
- The Grant Agreement follow up had the earliest due date and was already submitted and marked complete, so the applicant now has the option to View that submitted form.
- The Progress Report has the next earliest due date (02/01/2022), so the applicant now has the option to Edit that form.
- The Final Report has a due date after the Progress Report (05/31/2022), so the applicant cannot access that form yet. Once their Progress Report is submitted and marked complete, they'll have the option to Edit the Final Report form.
Allow Sequential Follow Up Preview
If this setting is enabled, an applicant can preview and save their work on follow up forms with later due dates before submitting follow ups with earlier due dates. The applicant is still only able to submit the forms in sequential order based on due dates.
In the screenshot below:
- The Final Report has a due date after the Progress Report, and the Progress Report has not yet been submitted and marked complete (it still shows the option to Edit, and its status is Assigned rather than Complete).
- The applicant has the option to Preview the Final Report and will see the option to save their responses on the form, but will not see the option to submit the form yet.
Open
You have the option to change the Follow Up Submission Logic setting to Open. This means that if an applicant is assigned multiple follow up forms, they are all accessible at once. The applicant does not need to submit them in a specific order.
In the screenshot below:
- Each follow up form has a different due date, and none have been submitted and marked complete yet.
- The applicant has the option to Edit each form and will see the option to submit each form as well.
Configure the Follow Up Submission Logic Feature
By default, this setting is set to Sequential. Follow these steps to change the setting to Open, or back to Sequential if needed:
- Click the gear icon.
- Click the pencil icon next to the Follow Up Submission Logic setting.
- Select Open or Sequential, then click OK.
