Summary Cards display an overview of details that were completed on the digital form. The left side of the card displays any lab values, scores or other measurements that are present on the form. The right side of the card displays any other fields that were configured by Auxita to be displayed here.
You can always open and view the entire form by clicking on the Form button in the top right corner. Here, you also can see/view the Comments and Attachments on this form.
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The entire card is collapsable, by clicking the arrow button on the top left-hand corner of the card.
Hovering over any date field displays the type of date.
You can use the action buttons along the bottom of the card to change the Assigned To user, or to change the state of the form.
NOTE
- The white “call to action” button updates the form’s current status within the current stage.
- The pink “call to action” button completes the current stage of the workflow and moves the form into the next stage of the pre-defined workflow.
- The status/stage is always visible at the top left of the card:
- Initial Assessment – stage
- Pending Review – status
Review
The Review tab shows all in progress forms, based on the filters selected.
Summary
The Summary tab only shows completed forms, based on the filters selected.