View a user’s custom form submission

Custom form submissions are the one record that can be viewed in the Account Summary. Custom forms include any forms your organization built as a Custom Form. Follow these instructions to view a user’s custom form submission.

1. In your TrackMy Clinical/Admin portal, click the Compliance Review tile.

2. Search for the user.

3. Click View under Account Summary for the user. The Account Summary will open in a new tab.

4. Go to the Surveys and Forms section.

5. Expand Custom Forms.

6. Click View for the submission you want to view.

Only answered questions will show in the view.