What is the Form Expirations Report?
The Form Expirations Report helps administrators track forms with time-bound data collection rules that require periodic updates. By identifying upcoming expirations, this report ensures that necessary forms are resubmitted on time, maintaining compliance and accuracy in record-keeping.
📍 Where to Find It:
Navigate to Reporting in the Equip menu.
Select Forms from the available options in the list under Reporting.
Choose Form Expirations to generate the report.
Report Structure & Columns
The Form Expirations Report includes the following information in separate columns within the exported file:
Form Title – Name of the expiring form
User Name – Name of the user assigned to the form
Expiration Date – The date by which a new response is required
Team Link – A shareable link for team members with web access
Non-Team Link – A shareable link for users without web access or non-Equip users who need to complete the form
Filtering the Report
Before exporting the report, you can refine the data using optional dropdown menus:
Expiration Date Range – Select a date range to check for expiring forms. (Filters forms based on their expiration dates.)
Categories – Choose a form category (e.g., Academic) to check for expiring forms within that category. (If left blank, all categories are included.)
Users – Select specific users to check for expiring forms. (If left blank, all users are included.)
Groups – Select user groups to check for expiring forms. (If left blank, all groups are included.)
Once selections are made, click Generate Report to export the data.
Why Use the Form Expirations Report?
⏳ Ensures Timely Data Collection – Identify forms that need updated responses before they expire.
📊 Maintains Compliance – Keep up with required documentation for programs, audits, and reporting.
🔗 Easy Access to Renewal Links – Provide direct links for team members and external users to complete required forms.
📁 Customizable Tracking – Filter by date range, categories, users, or groups for precise reporting.
By using the Form Expirations Report, administrators can proactively manage time-sensitive forms, ensuring data stays accurate, up to date, and compliant.