The Follow Up Submission Logic setting controls whether or not follow up forms must be submitted in sequential order by due date. By default, this setting is set to Sequential, but it can be changed to Open, which allows assigned follow up forms to be submitted in any order.
Sequential Follow Up Submission Logic
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 earliest due date becomes accessible.
For example, 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 earliest due date, so the applicant now has the option to Start editing that form.
- The Final Report has a due date after the Progress Report, so the applicant cannot access that form yet. Once their Progress Report is submitted and marked complete, they will have the option to Start the Final Report form. The applicant can preview the form.
Open Follow Up Submission Logic
The Follow Up Submission Logic setting can be changed 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 Start or Continue each form and will see the option to submit or save each form as well.
Change the Follow Up Submission Logic Setting
- Click the gear icon in the upper-right corner.
- Click the pencil icon next to the Follow Up Submission Logic setting.
- Select Open or Sequential, and then click OK.