Creating Submissions

📅 Creating a New Submission

Storecall makes it easy for your team to capture structured data in the field or during daily workflows using submissions. This guide walks you through how to create a new submission using an Audit-type template.

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🔢 What is a Submission?

A submission is a record of a checklist, workflow, or form completed by a user against a specific template. In Storecall, you use submissions to record audits, log operational issues, or initiate approval workflows.

There are 3 types of templates:

• Audits: e.g., Regional store visits, daily checklists

• Logs: e.g., Fault reports, maintenance issues

• Approvals: e.g., Leave requests, discount requests

⚠️ Note: Only audit and log submissions are linked to a specific location. Approvals are not location-based.

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📄 Starting a New Submission

1. Navigate to: Submissions > New Submission

2. You can:

   • Select a template from your favourite templates, or

   • Use the dropdown to select from all available templates

3. For this example, choose an Audit-type template like "Regional Store Visit"

4. You will be prompted to select a location

5. Click Start Submission to begin

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📂 Completing the Submission Form

Once inside the submission form:

Header Cards

• Location: The selected location the submission applies to

• Created: The date and time the submission was initiated

Answering Questions

• Templates are structured into sections with questions

• Each question may:

  • Be mandatory

  • Require a specific answer type (text, yes/no, rating, etc.)

  • Allow you to upload supporting files (images, PDFs, etc.)

  • Allow actions to be assigned for follow-up

  • Enable comments for further clarification

✅ Storecall saves your progress automatically in your browser. If you're disconnected or not ready to submit, your draft appears under Submissions > Unpublished.

Actions

• Click New Action to assign a follow-up task on any question

• You can assign actions to another user

• Email notifications are automatically sent and reminders follow daily

Comments

• Add a comment for extra context

• Click the + button to confirm it is saved

Attachments

• Upload files by clicking the Upload button next to the field

Signatures (if enabled)

• If the template requires it, you or another party may be prompted to sign at the end of the submission

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🔹 Submitting Your Form

Once you've completed all required fields:

1. Click Complete Submission

2. Storecall will:

   • Validate the form

   • Generate a PDF report

   • Email relevant recipients configured in the template

   • Attach any uploaded files

   • Trigger assigned actions

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🌐 Email Notifications & Reporting

When a submission is completed:

• Storecall will check if the template has auto-email rules set

• A PDF report of the submission is emailed to designated internal users or linked location email addresses

• Any attached files and action items are included

This ensures real-time visibility and follow-up, helping teams stay accountable and efficient.

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✉️ Need Help?

Reach out to our support team if you need help:

• Designing templates

• Understanding permissions

• Setting up auto-notifications or actions

We're here to help you make the most of Storecall.

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Happy submitting! 🚀