Navigating the new dashboard

How to manage forms via the Robinform dashboard with the Aug. 2025 updates

When you sign into Robinform, you will see the main dashboard, starting with “Latest”. Our overall goal with this update was to bring everything together into a single dashboard. Now with our “latest” view, it’s possible to see everything going on for an employee at once. Prior to this, employee forms were segmented by status (i.e. incomplete vs. complete). Here is a breakdown on how to use the new dashboard.

Latest

See a quick snapshot of the latest forms sent. All forms are now organized by the employee’s name. You can quickly see the status of specific forms (check mark for complete, red X for incomplete), and a total of signed forms (i.e. 0/3). In the previous dashboard, forms were split by status. This now gives a complete picture for a specific employee.

If you click on an employee name, you can view the details about the forms that were sent (what employers have received forms, whether they have been signed yet, see the latest activity on the log).

If you click on a form for an employee, and select “Open”, you will go to the detailed form page to see the logs, be able to edit contact information, schedule manual follow-ups, etc.

Search

To search for a specific employee name or organization, go to the search tab and type in the name you are looking for.

Completed

All completed forms will be on this tab, in order of when they were completed (newest —> oldest), grouped by employee name.

Flagged

See all flagged forms

Subs

See employees that are marked as substitutes. This is helpful for re-sending forms to subs each school year, as required by some states.

Messages

See all responses to the form emails or questions that Robin AI has responded to. Click the message to be able to respond directly via the form record in Robinform.

Incoming

If you are a signer, you can toggle to “incoming” to see the forms that your org needs to sign for past employees.