[VIDEO] View eForm Invitation Statuses

The View Status page provides an overview of your centers' invitation statuses. You can see how many invitations have been sent, how many are complete, and so on.

1. From the menu to the left, click eForms.
2. Click View Status.
   
3. Set filters for the information to view.
   1. Click the State drop-down menu and select the state(s) to view. This option is only available if you are set up for multiple states.
   2. Click the Centers drop-down menu and select the specific center(s) to view.
   3. Select EF, IEF, or both.
   4. Click the Invitation Sent Date drop-down menu and select 30 Days, 60 Days, 90 Days, or Custom Date. If you select Custom Date, set a date range in the From/To boxes.
   5. Click Go.
4. Click each column to sort information in ascending or descending order.
5. Click a center name to view that center in Observer Mode.
6. Click  next to Export and View or All to export eForms status information.
   • Export View: This exports the information displayed on the View Status page.
   • Export All: This exports complete invitation status details.

Once you have invitations in the Submitted status, you can approve and renew them. For more information, see Approve and Renew.

Customizing the View Status Page

Click Filters in the top-right corner to choose which columns to display. You can also filter by access to the eForms feature. Possible columns include:

• Name
• Number
• State
• Total Sent
• Not Started
• In Progress
• Needs Approval
• Submitted
• Sponsor Approved
• Manually Completed
• Renewed
• Canceled

Invitation Statuses