launching forms (abridged for email)

Launching Forms (Abridged for Email)

1. Schedule a New Launch.
   1. On the left, in your Mission Control, click Report Management.
      
      
   2. On the right, click Schedule new launches.
      
      
   3. Once you’ve entered the scheduler, you’ll notice that launches are a simple, multi-step process.
      
      You can always clear steps by clicking the Clear Steps link on the upper right-hand side, or return to the previous screen by clicking the Back link.
      
      
2. Select a Form.
   1. Use the drop-down menu to select a form to schedule.
      
      
   2. You can view the form in a new window by clicking the View Form link.
      
      
   3. To move to the next step, click Set.
      
      
3. Select a Frequency.
   1. Use the drop-down menu to select the frequency.
      
      
   2. Input the frequency information and click Set.
      
      
4. Targeted Reporters. 

   1. Use this step to tell the system who should complete the form.
      
      

   2. Select who should complete the form.
      
      

   3. To move to the next step, click Set.
      
      

5. Learning Community Questions.

   1. Uncheck to remove the Learning Community & Strategy Sharing Question.
      
      

   2. Uncheck to remove the Goal Setting, Challenge Reflection, & Reporter Support Question.
      
      

   3. To move to the next step, click Set.
      
      

6. Reminder Messages.

   1. Use this step to setup the announcement, reminder and extension emails and text messages for your reporters.
      
      

   2. To use either the email or text message reminder, click Use.
      
      

   3. Once the window opens, you can customize and save your announcement and reminder emails.
      
      

   4. To move to the next step, click Set.
      
      

7. Keeping Things Clear for Reporters. 

   1. Customize the Link Reporters Will Click to Load the Report
      This link allows you to change the pre-defined hyperlink that your reporters see. By default, this hyperlink is the launch and close date of the report (excluding extension dates).
      
      

   2. Launch & close dates at the top of the form.
      This checkbox will show your reporters the launch and due dates (excluding any extension dates) on the top of the report.
      
      

   3. Introductory text at the top of the form
      This checkbox allows you to write introductory text at the top of your report. This is the perfect spot for instruction, updates, or other information that you are wanting your reporters to pay attention to.
      
      

   4. File attachments at the top of the form: 4 Remaining
      This checkbox allows you to attach up to 4 files that will appear at the top of your report.
      
      

   5. To complete this step, click Set.
      
      

8. Launching the Form. 
   
   Once each step has a green arrow, you’re ready to schedule.
   
   

   

   Simply click the Schedule Report button.