arrow-right-from-bracketViewing & Editing Submissions

πŸ“‚ Viewing and Editing Submissions

In this guide, you'll learn how to view, track, manage, and edit submissions in Storecall for your Audit and Log templates. Submissions are the foundation of operational reporting in Storecall, and this guide will help you stay organized and in control of your data.


πŸ”Ή Accessing Submissions

To get started:

  1. Navigate to Submissions in the left-hand sidebar.

  2. Click View Submissions.

⚠️ Approval submissions are shown separately under View Approvals, found just below in the sidebar.


πŸ“Š Submissions Overview

Submissions are grouped by template. Each template row includes:

  • βœ… Status Icon

    • Green Tick: All submissions completed, no outstanding actions.

    • Orange Info Icon: Incomplete submissions or open actions exist.

  • πŸ“… Last Used Date: When the last submission using this template was made.

  • ✍️ Completed Count: Number of submissions completed using this template.

  • ⚑ Actions Due: Total number of unresolved actions across submissions.

  • ♻️ Template Type: Audit or Log.


πŸ” Viewing Submissions by Template

Click on any template (e.g., Regional Store Visit) to view a list of all submissions made using that template.

Each submission entry displays:

  • βœ”οΈ Completion Status

  • πŸ“ Location, Group & Sub-group

  • βŽͺ Submission ID (custom identifier from template designer)

  • ⭐ Score (if scorable fields are included)

  • ⚑ Outstanding Actions

  • πŸ“… Creation Date

  • πŸ”’ Submission Status (Open / Closed)

  • 🀝 Closed Date

  • πŸ‘€ Submitter

βš™ Additional Controls

  • Use the search bar to locate submissions using any of the above fields.

  • Toggle incomplete-only view to focus on items needing attention.

  • If you're an admin, you can also select and delete submissions.


πŸ“‘ Inside a Submission Report

Clicking into a submission opens the full submission report.

πŸ”Ή Top Overview Cards

At the top, you will see:

  • Location

  • Submission Date & Time

  • Submission Score

  • Number of Actions

  • Submission Status

πŸ”Ή Submission Details Dropdown

Expand this to view:

  • 🏒 Location & Group

  • πŸ‘¨β€πŸŽ“ Location Manager at submission time

  • πŸ—“ Submission Created & Closed timestamps

  • πŸ‘€ Submitter

  • ↩ Previous Submission for this template/location

Click the previous submission to open and compare it side-by-side.

🌐 Geo-location Map (if enabled)

See where the submission was made, great for validating on-site completions.

πŸ“² Report Access

  • Use the Download button to get the PDF report.

  • Use the Edit button (if permission allows) to reopen and make changes.


πŸ”Ή Section Summary

This panel shows:

  • Score breakdown per section

  • Previous score (for comparison)

Click on any section in the summary to jump directly to it.


πŸ“ƒ Reviewing Answers

All answers captured during the submission will be displayed.

  • Each field will show the response entered

  • Any files uploaded will be attached

  • Comments made during submission will be shown

⚑ Actions

  • Actions related to a field will appear just beneath the field.

  • To add new actions, click Edit Submission and then click New Action on the relevant field.

  • Click an action to view or mark it complete.

  • Admins can complete actions on behalf of other users.


πŸ“„ Editing or Deleting Submissions

At the bottom of each submission:

  • Edit Submission button will appear if your role permits

  • Delete Submission (only visible to admins or those with permission)

After editing, click Update Submission to save your changes.


πŸ”Ή Summary

You’ve now learned how to:

  • Navigate and view all submissions per template

  • Analyze scoring and trends across submissions

  • Track outstanding actions

  • Edit or manage submissions based on permissions

  • Download PDF reports for sharing and recordkeeping

For more in-depth videos and documentation on other features, head back to the Getting Startedarrow-up-right page.

Need help? Reach out to us any time for support

Last updated