Create a New Case Data Form
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 to create Case Data Forms, which can be used across all units in the institutional hierarchy. Only Unit Administrators can fill out or view Case Data Forms; committee members and candidates have no access to them.
Please note that creating and adding a Case Data Form is not the same process. Forms are created from the Administration page but are attached when creating or editing a template or case.
Create Case Data Form
- Navigate to the Administration page on the navigation menu and select the Case Data Forms tab on the left-hand side. Then click the Add Case Data Forms button.
- Fill out the Add New Form window and click Done when finished.
Note that the form will be available for units at or below the parent unit selected.
- The Edit Form page will display where you can click Add Question to add the desired number of questions to the form. Check out the table below for informaiton on each question type.
Click the Question Required checkbox to require the question to be answered before submitting the form.
| Question Type | Details |
|---|---|
| Text Question | Text questions prompt applicants to respond with one line of text. These are best suited for short answer, free-form responses. |
| Paragraph Question | Provide applicants with an entire text box for their answer. Best suited for longer, paragraph-form responses. |
| Multiple Choice Question | Presents applicants with multiple answer choices, of which they can choose one. This type of question can also work for True/False, Yes/No, and other binary questions. Applicants can be provided with a box for Other, where they enter their own answer. |
| Checkboxes Question | These provide applicants with multiple answer choices, of which they can choose one or more. Applicants can be provided with a box for "Other," where they can enter their own answer. |
| Grid Question | Presents applicants with columns and rows, of which they can select one option per row. This type of question can be used to express preferences, such as which courses the applicant would like to teach. |
Once questions are added, they can be dragged and dropped to change the order in which they appear. Formatting can also be added to customize the form display. The new form can now be attached to cases and templates by units at or below the unit at which it was created in the institutional hierarchy.
Click the dropdown menu beside the Add Question button to select a formatting element. For more complex forms, it is recommended to include these elements for order and clarity:
- Section Heading: A large-text label that can be placed atop a discrete section of the form.
- Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.
- Section Divider: A simple horizontal line that can visually break up the form.