The Custom Form Search tool is an easy and powerful way to track your sendouts (i.e., any form in the system). By supplying a few simple pieces of information, you can find specific forms quickly and save yourself a lot of time. You can use this tool to find a form to delete, to forward a form, to change the rotation dates on a form, to remind an individual (or group of individuals) to complete their forms, or simply to monitor the status of one form in particular or a set of forms.
To perform a Custom Form Search:
1 Click the Sendouts tab.
2 Click the Custom Search link.
3 On the right side of the screen, narrow your search by entering all the information you know about the form you are looking for. The more specific you are here, the more powerful the search will be.
If you know the name of the Evaluator on the form you are looking for, type it into Field 1 and select the checkbox beside "as Evaluator." Alternately, if you know the name of the Evaluee, you can type their name into Field 1 instead and select the checkbox beside "as Target." For example, if you know that the form is an evaluation of Hulk Hogan's performance during a rotation, type "Hulk Hogan" into Field 1 and select the "as Target" checkbox. If you don't know the name of the Evaluator of the Evaluee, select the "all" radio button.
If you know the role of the evaluator on the form (e.g., the evaluator is the attending physician), choose it from the drop-down menu in Field 2. If you do not know the role of the evaluator, select the "all" radio button.
If you know which rotation the form pertains to (e.g., rheumatology), choose it from the drop-down menu in Field 3. If you do not know the rotation, select the "all" radio button.
If you know the type of form you are looking for (e.g., Community Med ITER), choose it from the drop-down menu in Field 4. If you do not know the type of form, select the "all" radio button.
In one45, all forms have dates associated with them (e.g., the rotation date range, the date the form was received by the evaluator, the date the form was completed). By default, the Custom Form Search includes forms from all rotations in the entire current academic year. However, if you can be more specific about the dates, or you want to find a form from a different year, you can change the dates that will be included in the search. To do this, click the calendar icons in Field 5 and choose the new dates. Then select the radio button that best describes the dates (i.e., rotation, received or completed dates).
If you know the status of the form you are looking for (e.g., completed; not complete, but distributed; not distributed; closed; deleted), select the appropriate checkbox in Field 6. If you do not know the status, select more than one of these checkboxes to ensure you don't exclude the form you want from your search.
By default, your search results will be sorted alphabetically by the evaluator's last name and chronologically by the dates on the form. However, if you want the results sorted by different criteria, you can select them from the drop-down menus in Field 7.
4 Click the Custom Form Search button. Your search results appear in a new window.
