Assigning a Subject on a Form Response
Some forms don’t require a subject at the time of submission—especially those sent to external users. Equip makes it easy to assign a subject later, so responses are tied to the right participant while still protecting privacy during collection.
🧾 Assign a Subject to a Form Response
Go to Documents → Forms from the left-hand menu
Click the name of the form
Find the response you want to update and click it
Click the three dots in the top right corner
Select Assign Subject
Choose the correct participant and confirm
🔐 Why This Matters
Respect privacy when collecting sensitive or anonymous info externally
Maintain accurate records by linking responses to participants after submission
Easily filter and review data across forms, responses, and reports
Equip Tip: If you’re sending external forms (like surveys, intake forms, or evaluations), consider leaving the subject field optional. Once reviewed, you can assign the subject internally—keeping things secure and streamlined.