Each Lean Creator template has its own Submissions and Reporting pages. Use them to review everything people have submitted for that template, spot flagged answers and follow up.
Open a template's submissions
Open Lean Creator.
In the template list, click the template's row.
Click Submissions.
See all submissions in one grid
Submissions open in a list, with one row per submission. To see every answer side by side, switch to the grid.
At the top right of Submissions, select Grid.
Read each row as one submission: who submitted it and when are on the left, and the answers to each question are in the columns. Scroll right to see all the questions.
Use the filters at the top to narrow the list, for example to show only flagged items.
Double-click a row to open that submission's full report in a pop-up.
The grid also shows attachments, comments, flagged answers and scores (if scoring is turned on for the template). Attachments such as PDFs open in a pop-up.
Tip: Filter on flagged items to find the answers that need follow-up, such as critical findings, without opening each report.
See submissions for earlier versions
Each time you edit and publish a template, it gets a new version. Submissions are kept with the version they were made on.
At the top of Submissions, open the version list, for example V6, published September 20.
Choose an earlier version to see the submissions made on it.
View reports for the template
Click Reporting to see summary results for the template, such as the number of submissions, flagged items, scores and who submitted. Flagged and critical answers are listed here as well.
Note: Reporting shows general results. It doesn't calculate totals from your own fields, such as total downtime from a downtime log.
Good to know
People who complete the template don't see these pages. They fill in the form from Daily Standard Work. See Start a Daily Standard Work template or activity.
To flag answers, require evidence or score a template, see Add rules, required evidence and scoring to a template.
