The ShalomCloud form builder offers an integrated capability to send forms. The most common use is for school registration and membership renewal. However, the form builder accommodates any kind of information that you wish to gather. Surveys, interests, preferences, for example.
For some forms, especially those two most common uses, there has not been a convenient way to track who has and has not responded. The best way, until now, was to set up an attribute for each sent form, and then mark the attribute as forms came in.
We now have available a feature we’re calling the Form Tracker. Here’s how it works:
For any form for which you want to enable tracking, there’s a radio button to say so. By default, tracking is off for a given form.
With tracking enabled, each time you send a form, the system tracks when, and to whom, you sent the form. In the case of school forms, it also tracks the student .
Then, when someone responds, the systems records the date and time of the response.
Moreover, there is now a convenient screen that shows the times sent and received. There is also a check-box, so that, if you want to send, say, a reminder, you can do so, directly from that tracking screen.
Finally — each time you send a form, the system creates an attribute, more or less matching the name of the form. And, as people respond, it attaches that attribute to the responder. Therefore, you can easily query families or individuals, perhaps to promote sending acknowledgements.
You can see this feature in action in this video.