Submission Activity Analytics

Submission Activity Analytics shows submission activity across your team, including volume, workflow state The workflow state describes the current stage in a workflow as a result of the last action taken on a record. For example, a record might have the workflow state "Dispatched". progress, and breakdowns by form and user. Use it to see where work sits in the workflow and to drill into individual form submissions.

Available on the Intelligent and Elite tiers:

Contents

• Submission Activity Analytics
  • Access Submission Activity Analytics
  • Dashboard Sections
    • Filters
    • Submissions by Workflow State (Counts)
    • Submissions by Month
    • Submission Details table
    • Submissions by Workflow State (Chart)
    • Submissions by User (Top 50)
    • Submissions by Form (Top 20)

Access Submission Activity Analytics

1. Sign in to the Web Portal.

2. Select Data & Analytics.

3. Select Submission Activity Analytics.

Dashboard Sections

Filters

Use the filter panel to display specific data in every section of the dashboard.

Filter	Instructions
By name	Search by name, using operators such as Contains or Equals. The filter matches text as a single string. Select Filter to apply.
Date Last Updated	Search within a date and time range. Updates include form submissions, dispatches, transfers, edits, and edit requests. Note:Dates and times reflect your local time zone.
FormSpace FormSpaces are where forms are stored and organized in the TrueContext Web Portal. A TrueContext Team may have multiple FormSpaces, depending on their needs. Admins can set FormSpace permissions to control which users have access to the forms in that FormSpace.	Select one or more FormSpaces.
Form Name	Select one or more forms.
Workflow State	Select one or more workflow states.
Assignee Username	Select one or more assignees.
Submitter Username	Select one or more submitters.

Note:To clear a filter, clear each option you selected.

Submissions by Workflow State (Counts)

These tiles show form counts across workflow states.

Workflow State	Description
Dispatched	The record was dispatched to a field technician. The record remains in this state until a field technician submits, declines, or transfers it.
Incomplete	A field technician transferred an incomplete TrueContext Teamwork-enabled record. The record might be assigned to another technician or available for a technician to claim or a dispatcher to reassign.
Pending Approval	A field technician submitted a record that requires approval. Any user in a group with the Can Approve FormSpace permission can claim and review the record. This workflow state is specific to records with an Approval Workflow configured.
Changes Requested	A supervisor chooses to Request Changes to the submitted record as part of an Approval Workflow.
Reopened	A supervisor sent a completed record back to a field technician to make corrections.
Completed	A field technician submitted a completed record. This includes records that have been corrected and records approved through an Approval Workflow.
Cancelled	A field technician declined the record after a dispatcher or the system dispatched it to them. A cancelled record can be reassigned to another user.

Submissions by Month

Shows form submissions by form, broken down by month. Use this section to spot volume trends over time.

Submission Details table

The Submission Details table lists individual form submissions. You can sort the list and resize columns, and open any form submission to see its complete details.

Sort the submission list

• To sort by a single column: Select a column header. Select it again to reverse the sort order.

• To sort by multiple columns: Select the sort icon in the top-right corner of the table to open the sort panel, then select each additional column to add it as the next sort level.

Resize columns

To resize a column: Select and drag the edge of a column header.

Open a form submission

Select a reference number in the Reference # column. The form submission details page opens in a new browser tab.

Submissions by Workflow State (Chart)

Shows the distribution of form submissions across workflow states as a chart. It mirrors the Submissions by Workflow State (Counts) totals.

Submissions by User (Top 50)

Shows form submission count, by user, in descending order. Use this view to review activity and workload distribution across your team.

Submissions by Form (Top 20)

Shows form submission count, by form, in descending order. Use this view to identify your most active forms.