Create a New Case Data Form
Administrators in ByCommittee 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 ByCommittee 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.
Navigate to the Administration Settings page
Open the "Case Data Forms" tab on the Administration Settings page
Click "Add Case Data Forms" button
Enter title and description of the form, select a parent unit, then click "Done"
Enter a question title, select question type, and click "Done"
About Question Types
Multiple Choice Questions
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:
- Section Divider: A simple horizontal line that can visually break up the form.
- Section Heading: A large-text label that can be placed atop a discrete section of your form.
- Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.