Create a New Case Data Form

Administrators in Interfolio Review, Promotion, & Tenure can create two kinds of forms; candidate forms and case data forms. Where candidate forms are used to collect additional information from candidates, case data forms are used to include additional data about candidates in a case. Where candidate forms are filled out by candidates, case data forms are filled out by Administrators in the program, and are designed to allow the Administrator to add data to the form over the course of the case.

Case data forms can be created at any unit in your institution and will be available for use in templates or cases at all units below it in your institutional hierarchy. Only Administrators can fill out case data forms.

Candidates have no access to case data form questions or responses. This article explains how to create a new case data form in Interfolio P&T. Please note that creating and adding a form are not the same process. Forms are created from the Administration page, but are attached when creating or editing a template or case.

Click "Manage" on your dashboard, and select "Administration" from the dropdown list

Click "Manage" on your Promotion and Tenure dashboard, and select "Administration" from the dropdown list

-or- Click on "Administration" from the navigation menu in the upper right of most screens in the program

-or- Click on "Administration" from the navigation menu in the upper right of most screens in the program

Open the "Case Data Forms" tab on the Administration Settings page

Open the "Case Data Forms" tab on the Administration Settings page

Click "Add Case Data Forms" button

Click "Add Case Data Forms" button

Enter title and description of the form, select a parent unit, then click "Done"

The form will be available for cases created at or below the parent unit in the organizational hierarchy.

Enter title and description of the form, select a parent unit, then click "Done"

Click "Add Question" to add a question to the form

Click "Add Question" to add a question to the form

Enter a question title, select question type, and click "Done"

Note that you can select text, paragraph, multiple choice, checkboxes or grid questions.

Enter a question title, select question type, and click "Done"

About Question Types

Text Questions

Prompt the person filling out the form to respond with one line of text. Best suited for short answer, free-form responses.

 

Text Questions

Paragraph Questions

Provides an entire text box for longer, paragraph-form responses.

 

Paragraph Questions

Multiple Choice Questions

Presents the respondent 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. You can also provide respondents with a box for "Other," where they enter their own answer.

Multiple Choice Questions

Checkboxes

These provide respondents with multiple answer choices, of which they can choose one or more. You can provide respondents with a box for "Other," where they can enter their own answer.

Checkboxes

Grid Questions

Presents respondents with columns and rows, of which they can select one option per row. This type of question can be used to express preferences, e.g., which courses the respondent would like to teach.

 

Grid Questions

Organizing Forms

Once your form is created, you can drag and drop questions to change the order in which they appear.

Click the down arrow to the right of "Add Question" (indicated below) to add organizational elements to the form.

For more complex forms, we recommend including these elements for order and clarity:

  1. Section Divider: A simple horizontal line that can visually break up the form.
  2. Section Heading: A large-text label that can be placed atop a discrete section of your form.
  3. Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.
Organizing Forms

The new case data form you create can be attached to cases and templates by units at or below the unit at which it was created in the institutional hierarchy