Dispatches are prefilled forms that are delivered to a device. Once a dispatch has been completed on a device it becomes a submission.

Send a dispatch

There are several ways to send a dispatch:

• Hover over a device name and click Send. This will allow you to send your default form to the device. Select your default form by clicking My profile.
• Hover over a form name and click Send. This will allow you to send the form to any device.
• Open activity and click Send. This will allow you to send the form to any device. Click Add to add a new submission without sending a dispatch to a device.
• Open activity and click Import to import a batch of dispatches.

Status values

Dispatches have one of the following status values:

1. Pending - Not yet sent to a device.
2. Scheduled - Will be sent to the device as scheduled.
3. Sent - Sent to the device.
4. Received - Received by the device.
5. Viewed - Viewed by the user.
6. Rejected - Rejected by the user.
7. Recalled - Recalled by the dispatcher.
8. Acknowledged - Recall acknowledged by the user.
9. Completed - Submitted by the user.

While the dispatch is Viewed, the user can update the status to a custom value by using a Send dispatch status action button.

Once a dispatch is Completed, the dispatch workflow is finished and the record becomes a submission.

Action menu

Dispatches can be updated in activity using the action menu:

Copy - Copy the the dispatch and open the copy for editing.

Delete - Delete the dispatch. Available before Sent or after Viewed.

Edit - Update the dispatch. Available before Sent or after Viewed.

History - View the history of the dispatch.

Map - Open a map with the location of each status event for the dispatch.

Recall - Recall the dispatch. Available while Sent, Received or Viewed.

1. The status will change to Recalled. The dispatch can be edited and sent to another device.
2. The status will change to Acknowledged after the device user accepts a prompt to acknowledge the recall. If the user is already in the form, they are able to submit the form.

Send - Resend the dispatch to the assigned device. Available while Sent, Received or Viewed.

View - View the dispatch in a read only format that can be downloaded, printed or emailed.

Dispatch requires Advanced or Premium. 

Note: The user must have Dispatcher rights to send a dispatch.