About Committee Forms
In Interfolio RPT, Unit Administrators can create three types of forms: Candidate Forms (completed by candidates), Committee Forms (completed by committee members), and Case Data Forms (completed by Unit Administrators to include additional candidate data). This article explains how Unit Administrators can create Committee Forms for Committee Managers, Members, and reviewers to complete during their workflow step.
About Committee Forms
- Unit Administrators can require, collect, and report on responses from reviewers via committee forms. These become part of the case for later review, depending on the viewing settings.
- Reviewers may need to answer case-specific questions. Forms can be required or omitted for certain members to prevent delays.
- Similar to the committee document requirement option but requires each committee member to complete an online form instead of uploading a file.
- Can be assigned to templates or individual cases.
- New question types include Date, Number, Dropdown, and Rating Questions for more detailed evaluations.
Unit Administrator Permissions
- Create, edit, and delete forms at their unit or below
- View forms created at their unit, above or below
- Add required committee forms
- Specify who can complete and view forms
- Bypass form requirements to advance cases
- Run reports on form responses within their unit or below
Committee Manager & Member Permissions
- Complete, submit, and resubmit a form
- View their own responses and, if permitted, the responses of others on their committee.
FAQs
Can questions be edited after saving?
Yes, unlike Candidate and Case Data forms, Committee Form questions are editable and can be revised after creation.
Can a Unit Administrator, Case Manager, or Committee Manager complete a form on behalf of a committee member?
No. The form must be completed by the person it was assigned to.
What happens to committee form responses when a case is moved backward?
Similar to documents, when a case is moved backward, completed forms should remain in the case while respecting the visibility settings of the applicable step.
Are there character limits for question responses?
Check out this article about Text Character Limits in RPT for information on committee form character limits.