How to use your Generic Evaluation Form
This guide will help you understand how to use your generic evaluation form template.
All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with ' intake form' and ' evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This document will show you how to find and use the generic evaluation form that is generated automatically as part of your subscription.
The difference between the 'intake form' and ' evaluation form' templates is that an 'intake form' is used at the beginning of your client onboarding process to create a dispute on your platform. The 'evaluation form' assumes that a dispute is already taking place. Although this generic evaluation form is used at the end of a dispute, you can create these types of forms at any point during a dispute lifecycle. It can be used when you want to capture more information from the parties and attach it to your case.
You must be provisioned with an account administrator role to view and change these settings on your platform.
1) Log in to Immediation. Depending on where your account is domiciled, this will either be app.immediation.com or app-us.immediaiton.com.
2) As an Account Administrator, go to "Organisation" -> "Intake Forms" and select "Feedback Form".
3) Take note of the entry under "Intake form URL". This is unique to each account in Immediation. In this example, it is "614_feedback_form".
4) Navigate to the matter where you would like to use this feedback form. Click on 'Submissions' and then 'Add Form'.
5) Select "Feedback Form" and add the participants you would like to send this form to under "Contributors".
6) For the feedback form, leave the "Submission Type" as "Individual". This will make the form go to each participant you have selected in "Contributors". The "Joint" submission applies if you want to send a form to multiple participants who are part of a single party. Anyone from that party can complete the form which then captures information against an existing matter. It is irrelevant for feedback forms but can be appropriate for other situations where you want to capture additional details.
7) Click on "Add Form" to create the feedback form. You will then notice the following screen with the form's recipients marked as "sent".
8 ) The recipients of your feedback form would have received an email notification to complete your form.
The email templates can be edited by following the guide How to edit email notifications
9) This will bring them to the login screen to complete the feedback form.
10) As the participants submit their responses, you will see the status change from 'Sent' to 'Submitted'.
11) Select the participant whose response you would like to see.
12) The response will be displayed below the participant selection box.
You can use this form as it is or as a starting foundation to create your form. You can follow the guide How to configure and edit an Intake Form to understand how to modify your form. If you are unsure, you can contact us at support@immediation.com.
All subscriptions in Immediation - Professional, Team, Organisation, Enterprise - come with ' intake form' and ' evaluation form' templates that you can use out-of-box. These are generic templates that will fit most simple cases, but they can also be edited by following the guide How to configure and edit an Intake Form. This document will show you how to find and use the generic evaluation form that is generated automatically as part of your subscription.
The difference between the 'intake form' and ' evaluation form' templates is that an 'intake form' is used at the beginning of your client onboarding process to create a dispute on your platform. The 'evaluation form' assumes that a dispute is already taking place. Although this generic evaluation form is used at the end of a dispute, you can create these types of forms at any point during a dispute lifecycle. It can be used when you want to capture more information from the parties and attach it to your case.
You must be provisioned with an account administrator role to view and change these settings on your platform.
1) Log in to Immediation. Depending on where your account is domiciled, this will either be app.immediation.com or app-us.immediaiton.com.
2) As an Account Administrator, go to "Organisation" -> "Intake Forms" and select "Feedback Form".
3) Take note of the entry under "Intake form URL". This is unique to each account in Immediation. In this example, it is "614_feedback_form".
4) Navigate to the matter where you would like to use this feedback form. Click on 'Submissions' and then 'Add Form'.
5) Select "Feedback Form" and add the participants you would like to send this form to under "Contributors".
6) For the feedback form, leave the "Submission Type" as "Individual". This will make the form go to each participant you have selected in "Contributors". The "Joint" submission applies if you want to send a form to multiple participants who are part of a single party. Anyone from that party can complete the form which then captures information against an existing matter. It is irrelevant for feedback forms but can be appropriate for other situations where you want to capture additional details.
7) Click on "Add Form" to create the feedback form. You will then notice the following screen with the form's recipients marked as "sent".
8 ) The recipients of your feedback form would have received an email notification to complete your form.
The email templates can be edited by following the guide How to edit email notifications
9) This will bring them to the login screen to complete the feedback form.
10) As the participants submit their responses, you will see the status change from 'Sent' to 'Submitted'.
11) Select the participant whose response you would like to see.
12) The response will be displayed below the participant selection box.
You can use this form as it is or as a starting foundation to create your form. You can follow the guide How to configure and edit an Intake Form to understand how to modify your form. If you are unsure, you can contact us at support@immediation.com.
Updated on: 07/06/2024
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