Creating And Editing Candidate Instructions and Packet Requirements
This article explains in detail how to create and edit the instructions and set of requirements a candidate will see when uploading materials to their packet.
Administrators can set packet requirements for candidates with customized sections and set due dates for each custom section.
Every institution can create and modify the packet of required documents and forms in a way that’s best for their candidate, committee, and workflow.
Navigate to the "Candidate Requirements" page
Candidate requirements are generally set during the process of creating a template or case.
Administrators can also create and edit candidate requirements for a particular case from it's respective "Case Summary" page.
The instuctions below are for creating and editing candidate requirements from the "Case Summary" page.
Navigate to the case you want to edit
Click the pencil icon to the right of the page to edit the case
Note: If you are managing more than one committee with access to the case at the current workflow step, check to make sure you are "Reviewing as:" the correct committee.
On the "Case Summary" page, click to edit the Candidate Requirements" section
Set a due date for the candidate packet
Edit instructions to the candidate
Include specific instructions to the candidate about assembling their packet and any other procedures, policies, or deadlines at your institution. You can also include links to required forms and online resources such as a handbook outlining your policies.
Create candidate packet requirements:
Administrators can create custom packet sections and add specific documents and forms that are required for each section they create.
Administrators can assign a different due date to each section which will allow the packet documents to come in at the right time in the review process. The candidate can submit each packet section after uploading all the required documents and forms for that section.
Once a candidate submits a section, it will become un-editable immediately. If the candidate needs to add more (for instance, with an award or an updated CV), they can reach out to the Administrator or Committee Manager, who can use a section-level toggle to make that section editable again.
Sections should correspond with larger groups of materials or items that you would like to receive by a certain date. Create sections judiciously, as too many sections may make the review experience needlessly complicated for committee members.
1. Click "Add Section" to add a section to the packet
2. Enter name, description, and due date for the packet section
It is best to organize sections corresponding to when you will need a particular set of materials. Setting the due date will ensure packet documents come in at the right time in the review process.
Note that you can format how the section description will appear and include links.
3. Set whether or not candidates can add additional documents beyond the documents required to complete the packet section
The new section will appear with the information you added
To change the order in which packet sections will appear to the candidate, put your cursor over the section name and drag and drop
Create document requirements including how many of a particular document type you expect to receive. Candidates will see the name description and number of documens required. When they upload the approriate number of documents, each requirement will be checked off in the list.
1. Click "Add Requirement"
2. Enter the name, description, and number of the requirement
Note that you can format how the requirement description will appear and include links.
Indicate if the document is required or optional
If a packet section contains required documents, the document requirement must be satisfied in order to submit the packet section. If a requirement is optional, the candidate can submit the packet section without uploading the document.
Enter a number of documents
Administrators can set the number of documents required as a range of "at least" a certain number, but "no more than" a certain number, or set no limit on the number of documents. If this a required document, the candidate must submit the number required to satisfy the requirement.
Administrators can add a form requirement to each section of the packet. Because they are added to packet sections, forms can be due on different dates.
This means institutions can gather data from candidates at various stages, depending on the information they need.
1. Click "Add Requirement"
Click the "Form" tab
Select the form from the dropdown menu and click "Save"
Forms are created from the Administration page. For more information see this article on how to Create a New Form.