Forms Portal

The Forms Portal provides council officers with the ability to:

Search for forms by:

• Form reference

• First name/surname

• Form type

• The Environment (Development/Test/Production)

• The status (In progress / Live)

• Date range

This is shown below:

For ‘In progress’ forms, the portal enables council staff to:

View:

• When a form was started / last accessed,

• The citizen’s name and address,

• Any ‘save for later’ emails sent,

• Any documents that have been uploaded,

• How long has been spent on the form so far including how long has been spent on each page of the form,

• The browser type, and

• The IP address the form was accessed from.

As well as being able to:

• Open their form exactly where they left it off and

• Send an email to the citizen (where one was provided in the form)

• Lock the form so it cannot be completed by the user

For ‘Completed’ forms, the portal enables council staff to:

View:

• When a form was started / submitted,

• The citizen’s name and address,

• Any ‘save for later’ emails and the submission email sent,

• A PDF version of the completed form,

• Any files created to send to the back-office (XML/JSON/CSV files where applicable),

• The outcome of integrations, including being able to see the response provided from the back-office application API where appropriate,

• Any documents that have been uploaded,

• How long the form took to complete, including how long has been spent on each page of the form,

• The browser type, and

• The IP address the form was accessed from.

As well as being able to:

• Send an email to the citizen (where one was provided in the form)

• Re-process an integration